Reports

This section allows you to read about and view sample reports. View reports by category or view all reports below.

Reports that are designed in the inbuilt TimeTrak Report Designer can be customised to meet your requirements. If you wish to customise a report, you can discuss this with the TimeTrak support team: support@timetrak.co.nz

Users Report

This report provides an overview of all active users created in TimeTrak.

Task Response Level Detail (Date-based)

This report is designed for clients who use Job/ Task-based response levels within their business in cases where they need to measure response levels for client agreements.

Task Response Level Detail (Client-based)

This report is designed for clients who use Job/ Task-based response levels within their business in cases where they need to measure response levels for client agreements.

Task Information Report

This report can be run from the main report drop down in TimeTrak Professional or directly from the task via the reports tab.

Staff Job Report

When enabled, this report provides an overview of all jobs with time entries recorded either directly against the job, or against the job via a task in the date range specified.

Management Report by Client

This report is very similar to the Management report, but instead of being grouped by users the tasks are assigned to it is grouped by clients.

Management Report

This is a task-based report for businesses using the TaskTrak module within TimeTrak to display a breakdown of active tasks grouped by assigned to users.

Job Task Summary

This report has the ability to export to other file types, clicking the columns will order the data accordingly.

Job Task Management

This report has the ability to export to other file types, clicking the columns will order the data accordingly.

Job Sheet

When enabled this report can be run directly from a task via the reports tab in TimeTrak Professional by default or TimeTrak or Mobile if the report permissions are updated.

Client Task Summary – Legacy

This is a task based report for businesses using the TaskTrak module within TimeTrak to display a breakdown of active (open) and closed tasks for the selected client and job(s) in the date range selected.

Serviceable Unit History

Report Parameters: ServiceableUnitId: ID of the serviceable unit you wish to view the report for. Note: This is by default hidden allowing the report to be run directly from a serviceable unit in both TimeTrak Professional or TimeTrak Mobile depending on permissions. This report is not enabled by default but […]

Job Quote

This is the standard job quote report available in TimeTrak that can be run/ emailed directly from a job in TimeTrak Mobile depending on user permissions.

Purchase Order Details

Standard purchase order report available in TimeTrak that can be run/ emailed directly from a purchase order in either TimeTrak Professional or TimeTrak Mobile depending on user permissions.

Opportunity Quote

This report can be run directly from an opportunity in TimeTrak Mobile only depending on users permissions.

Utilisation by Job Type Report

This report is very similar to the Utilisation Analysis Report, however instead of “Productive” time being grouped by the billable status, it is instead seen by the job type, as per below, with all job types having their own column with the hours recorded grouped by the job type.

Utilisation Analysis Report

This report is very similar to the Productivity Report, productivity is based on “budgeted” productive hours specified against the user’s roster in TimeTrak and the total amount of hours recorded for the date specified.

Productivity Variance Report

This is a legacy report written into the TimeTrak website and is unable to be adjusted.

Productivity Report ($$$)

This Productivity report is based on charge out rates the average rate, and total dollar figure per billable status per user over the specified time range.

Productivity Report

This Productivity report is based on “budgeted” productive hours specified against the user’s roster in TimeTrak and the total amount of hours recorded for the date specified.

Non-Billable Productive Report

This report shows a breakdown of Non-Billable Productive time specified against the time analysis codes setup in the TimeTrak Admin Console.

Non-Billable Productivity Report by Code

This report shows a breakdown of Non-Billable Productive time specified against the time analysis codes setup in the TimeTrak Admin Console.

Non-Productive Report

This report shows a breakdown of Non-Productive time specified against the time analysis codes setup in the TimeTrak Admin Console.

Non-Productive Analysis Report

This report shows a breakdown of Non-Productive time specified against the time analysis codes setup in the TimeTrak Admin Console.

Custom Non-Productive Analysis Report

This is a legacy report written into the TimeTrak website and is unable to be adjusted.

Average Daily Productivity Report

This report provides a variance column based on budget and actual, as well as an Average per day column indicating the average “productive” hours per user per day for the selected date range.

Adjusted Target Productivity Report

This is a legacy report written into the TimeTrak website and is unable to be adjusted.

Job Sheet (Portrait)

This report displays job, contact and client information in a portrait report view.

Job Sheet (Landscape)

This report can be run directly from a job in either Professional or Mobile depending on users permissions.

Job Budget Summary

This report is very similar to the Job Budget Client Summary and is a great report to review job budget, hours, actual and invoiced values.

Job Budget Client Summary

This is a great report to review job budget hours, actual and invoiced values.

Job Billing Summary

t, by billable status and user per month.

ERP Job Transaction Report

This is a useful report for MYOB Exo clients, who are just rolling out TimeTrak in order to see transactions already assigned to the job in Job Costing not available to be seen in TimeTrak.

Detailed Job Report

This is great report to display a full overview of the job, by default all transactions against the job are shown and colour coded based on their line status in MYOB Exo or black if they are sitting in TimeTrak as not yet posted.

Invoice Report

This is the standard invoice report within TimeTrak.

Cost Type Summary Report

The report will by default display the total sell price of items grouped by their cost type for the date range selected.

Disbursements Report

This report only displays disbursements assigned to time entries, users are notified of this by the message in the bottom right hand corner.

Disbursements by User

This report is grouped by group (if multiple selected), then user and displays all disbursements entered within TimeTrak, ordered by date.

Disbursements by Job

on to select All jobs, or select multiple jobs to run the report for by holding down the Ctrl key and clicking the jobs you wish to run the report for before clicking Generate Report.

Cost Type Summary Report

This is a legacy report written into the TimeTrak website which is unable to be adjusted.

Client Sales Report

This report has been designed to display client number and account name along with their current outstanding balance, current month, last month current year and last year’s spend.

Client Purchases by Stock Group

This report is designed to display stock purchased by clients grouped by stock group over the selected date range.

Checklist Report – Serviceable Units Not Enabled

This is the same as the standard checklist report without any link to serviceable units for businesses who do use serviceable units and have these tables in their database.

Checklist Report

This is the standard checklist report including all checklist items to display within the report.

User Time Balancing Report Specs

This report provides the ability to review all users or a specified user’s budget (expected work hours) and their actual recorded hours along with unallocated hours (difference between the two) and days that include unallocated time.

Unverified Time Entries and Disbursements

This report is a great overview of time entries and disbursements that require verification and are yet to be verified.

Unposted Time Entries and Disbursements

This report is a great overview of unposted time entries and disbursements against jobs based on the job branch and date range.

Time Billed vs MYOB Exo Billing Report

This report gives an overview of what was recorded in TimeTrak versus what was actually billed in cases where hours need to be adjusted once they hit the job, or cancelled due to be incorrect or written off due to being unable to bill the client.

Order Number Report Specs

This report displays the order number recorded against time entries grouped by user and ordered by entry date for the date range selected.

Non-Billable Productive Codes

This report shows all active Non-Billable Productive codes setup in the database and to which group(s) they are available.

Non-Productive Codes

This report shows all active Non-Productive Codes setup in the database and to which group(s) they are available.

Narration Search Report Specs

This report provides the ability to search time entry narrations for the group(s) of users or users specified in the date range.

Hours Worked Report Specs

This report displays the total amount of hours recorded for a day per user along with the user’s total for the date range for a maximum of 14 days.

Detailed User Time Analysis

This report displays details of budgeted, recorded hours and the balance of hours for the selected user per day for the selected date range

Holidays Report Specs

This report displays the active holidays for the current calendar year which are setup in the TimeTrak Administrator Console under Holidays.

Group Report

This report provides the ability to see users assigned to groups within TimeTrak and display if it is the users default group or not.

Disbursement Report

This report provides the ability to see disbursements that have been assigned to time entries only in TimeTrak for a selected group or all groups over the date range selected.

Clock On/Off Report Specs

This report provides the ability to show information of clock on and off for all users in the selected group(s).

Average Time To Create Time Entries

This report displays the average time it takes users to record a time entry after the work has been completed.