The reports section of your website gives you access to your time data by customer, employee, job, or task in just a few clicks. You can view and download the reports, or export them as an Excel compatible CSV file.
To access your reports, simply go to the Reports item in the top menu, and select the report you want to run from the Reports landing page.
After selecting a report, you can switch between reports by simply selecting a category on the left and then selecting a report.
The available reports are:
Quick Summary Report: Labor by Regular Time, Overtime, and Double Time. Summarized by Employee, Job, Task, or Customer with an optional breakdown. Employee summary includes Time Off details.
Job Details Report: Clock in, clock out, and break times for employees categorized by Job with a summary of time worked by Task and Employee.
Jobs Summary Report: A weekly report with each job's daily total hours.
Employee Details Report: Clock in, clock out, and break times for employees categorized by employee with daily totals.
Employees Summary Report: A weekly report with each employee's daily total hours.
Task Details Report: Clock in, clock out, and break times for employees categorized by Task with a summary of time worked by Job and Employee.
Task Summary Report: A weekly report with each task's daily total hours.
Timesheets Report: Employee hours and Paid Time Off broken down by day and week with regular and overtime totals.
Time Off: Time Off request details and policy totals grouped by employee.
Pay Rate: Simple pay rate calculator that provides labor costs per shift broken down by Regular Time, Overtime, and Double Time rates and grouped by Employee, Job, or Task. Learn more about its setup and use here!
CSV Export: A report that downloads a CSV file with rows for each recorded shift that includes the employee, employee id, job, task, job number, task code, start time, end time, break minutes, billable minutes, total minutes (break + billable), Hour Minute or Decimal Hours time (depending on your account settings), time off and Approval status.
Timesheet Alerts Report: A summary of Timesheet Alerts including a detailed breakdown of alerts by Employee.
Each report has filters you can use to select what data will be included in that report. Every report allows you to specify a date range up to 365 days in a row and which employees (or Departments and Locations) you want to be included. Different sets of reports have different default date ranges, so be sure and double-check that the dates you are using are correct!
Some reports have other unique filters, like being able to select which jobs to include on the Jobs Summary and Job Detail reports or what tasks to include on the Task Summary and Task Detail reports. There is also a checkbox to indicate whether you want the notes attached to time segments included in the Employee Details, Job Details, Task Detail or CSV Export reports.
Some reports allow you to group the data in different ways. The Quick Summary report allows you to choose if the report is grouped by employee, job, task, or customer through the "Summary of" filter. You can also include more details through the "Include breakdown" check box. The Pay Rates report allows you to choose if the report is grouped by employee, job or task.
Viewing or Exporting Reports
Once you have the report and filters you want selected, you can either view or download the report as a PDF or download a CSV version of the report. You can view or download a PDF version of the report by selecting the option you want from the PDF drop-down menu. Each PDF report is available in portrait or landscape orientation.
CSV files can be opened in spreadsheet programs like Excel or Google Sheets and are a great choice if we want to reformat or further analyze your time data.
If you need to import your time data into a program that ClockShark doesn't have a direct integration with for job costing or to run payroll, the CSV Export report is the best option to use. Even though all reports can be downloaded as a CSV file, most have been formatted with extra rows and columns to make it easier for people to read. While this extra formatting is good for humans, it's not ideal for software imports.
If you have any questions along the way please feel free to contact our Support team and get ready for answers! 🏆