Our time and billing software allows you to generate important business reports to help improve overall productivity and profitability. You can run reports on accounts receivable, employees, labor costs, realization, project profitability and so much more. You can also create your own custom reports and now you can email them to anyone in your organization! Setup your reports to be sent by email to specific people at pre-set intervals.
Here’s how to easily create and share reports:
To Create
Under the clock icon click on reports then select the report you want to share or create your own customized report. Select the dates of the report and click on generate report.
To Share
To share the report created click on customize report and name the report. Set the timing of delivery(e.g. daily, weekly, etc.) and select which day or days it should be emailed out or generate manually to send out right away. Select all users or specific users you would like to email the report to and click save.
If the report shows financial information, you will not be able to select users who do not have financial permissions. The Admin can provide financial permissions to any user who you would want to see the report.
Additional Updates
Our team has also been busy on updating and adding new features to Time Tracker and Time Tracker Premium.
- Time off is now available on mobile. You can now create, view, and manage time off all from the mobile app.
- New notifications system. Notifications are now centralized under the bell icon. Notifications are available through the web app and email. We have added the following new notifications:
- User Monitoring: send notifications to Admin/Managers when a user makes an unexpected time entry.
- Schedule: send notifications to your user’s scheduled shifts.
Redesigned reporting system. Reports have a new look and are now generated with a graph if needed. We have also added the new user utilization report to track the total available time of your resources against their billable hours.
- Payment Receipts are now available for +Billing and +Legal users.
- We have also been optimizing our web app for speed and responsiveness.
Need help or have questions? Our free support is available to help, contact us.
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