Support & Documentation

User Guide

Reporting

Section contents

• • Overview

  • Time Reports

    • Staff Output Report
    • Time-Track In Detail Report
    • Estimated vs. Actual Time Report
    • Overtime Report
    • Leave Time Report

  • Cost & Billing Reports

    • Billing Report
    • Cost Report
    • Profit/Loss Report
    • PDF Invoices

  • Working With Report Configurations

    • Create New Report Configuration
    • Load Report Configuration
    • Update Report Configuration
    • Delete Report Configuration

Overview

actiTIME provides you with several reports which can be used for billing, management, and cost analysis purposes:

• Time Reports

  • Staff Output Report
  • Estimated vs. Actual Time Report
  • Time-Track In Detail Report
  • Overtime Report
  • Leave Time Report

• Cost & Billing Reports

  • Billing Report
  • Cost Report
  • Profit/Loss Report

You can also create PDF invoices on the base of information and parameters of Billing Report.

Each of the reports can be generated in the detailed and summary form. Records included into a report may be grouped by projects, customers, dates, users and billing types. Availability of grouping options depends on the selected report.

actiTIME users can save named configurations of report parameters individually for each of the reports. Saved report configuration are public and available for all users who have access to the corresponding report. See section Working With Report Configurations for more information on report configurations.

To access the reporting interfaces of actiTIME, use the top-level menu option 'Reports'.

The following access rights are defined for accessing system reports:

• Generate Time Reports

  This access right regulates a user's access to the Staff Output, Estimated vs. Actual Time, Time-Track In Detail, Overtime, and Leave Time reports.

• Generate Cost & Billing Reports

  This access right regulates a user's access to the Billing, Cost, and Profit/Loss reports.

System users may have any combination of these access rights.

See section User Management about information on how to grant access rights to system users.