User Guides

Report on recorded time

Filter, interpret, and export organization timesheet data for operational and financial follow-up.

Organization owners, organization administrators, and system administrators can open /admin/timesheets/reports. The report reads time entries from the active organization and uses the values captured when each entry was recorded.

Run a report

The current page exposes four optional filters:

From — include entries on or after this date;
To — include entries on or before this date;
Client — include projects for one client organization;
Project — include entries for one project.

Choose Run report to calculate the result. The summary shows total hours, billable hours, non-billable hours, and billable amount. The detail table shows date, client, project, person, activity, hours, and amount for every matching entry.

The page does not currently expose a status filter. Its default result can therefore contain entries from draft, submitted, approved, and rejected weeks. Check the exported status column or use the API's status filter before treating a result as approved billing data.

Interpret money and time

Report rows use the duration, billable flag, hourly rate, and currency snapshot stored with each time entry. Changing a project rate later does not recalculate historical rows.

Amounts are derived from recorded minutes and the snapshotted hourly rate. The report uses the active workspace currency for its displayed summary. If historical entries contain another currency, inspect the CSV's per-row currency before aggregating them outside Customer Portal.

Export CSV

Choose Export CSV to download timesheets.csv using the filters currently entered on the page. You do not need to run the on-screen report first.

The export contains:

date, client, project, person, and activity;
decimal hours and billable state;
hourly rate, amount, and currency;
weekly timesheet status;
the entry note.

Spreadsheet software can infer dates, numbers, or formulas from CSV cells. Treat the file as untrusted input when opening data supplied by users, restrict access because it contains personal and financial information, and store exports only as long as needed.

Use additional API filters

The report endpoint also accepts user, activity, billable-state, and weekly-status filters even though those controls are not yet exposed by the page. Inspect /api-docs on the deployed portal for the exact current query contract under GET /api/timesheets/admin/report.

API access uses the current authenticated session, active organization, and Timesheets report permission. The generated interface is described in Server API and OpenAPI.

Continue with approve timesheets when the report exposes unfinished weeks, or create and manage invoices after billable work is approved.

Approve timesheets

Configure internal approvers, review submitted weeks, and manage client approval or dispute workflows.

Create and manage invoices

Turn approved time into invoices, deliver PDFs and attachments, send reminders, and register payments.