The purpose of the Summary Report remains the same: an analysis page that lets you see how you’ve worked over a specific period by grouping your tracked time in different ways.
Let’s pretend I lead a game development company called Boggl. Aside from satisfying my delusions of grandeur, the fantasy will help me show you how to take full advantage of our Summary Report.
Viewing My Team’s Time
It’s Monday morning. How did we spend our time last week? The Summary Report is set to “This Week”, so all I see are empty boxes. Cute. I open up the Calendar Selector and choose “Last Week”.
As a Boggl Workspace administrator, I see all the time tracked by the team (including me). The bar chart shows a lot of work done last Thursday.
However, I’d like to see a breakdown by Project. Under the bar chart is the team’s time listed under different groupings. “Group by” is already set to “Project” and “Time Entry”, so I see that most of last week devoted to Bob Fancy’s ROYGBIV VI.
Next, I click the Bob Fancy’s expander (the number to its left). This reveals a breakdown of the Time Entries logged for the Project. Looks like most of the time was spent on level design.
Who logged the most time for Bob Fancy? I switch “and” to “User”, then expand Bob Fancy again after the report auto-updates. Randy Tepersen, the famous Room and Room II level designer, did most of the work.
Sharing the Good News
Our client for Bob Fancy is expecting a Report for the game. I need to filter out other Projects, like SinCity 4000 and The Sins.
I open the “Project” filter near the top of the page and select Bob Fancy. Closing the filter auto-updates the Report.
One item remains on the grouping list, as we’ve filtered down to one Project. I switch “Group by” to “User”. This auto-switches “and” to “Time Entry”.
We bill for every 6 minutes of work. As we’re on a paid Workspace (wink wink), I can round up our Time Entries, through the “Rounding” button on the upper-right of the grouping list.
Whoops, I forgot something: the client only wants to see our billable time for the Project.
All time entries assigned to the Bob Fancy Project are billable by default. Some admin work was manually set to non-billable by my team, however, as agreed with the client.
I use the “Billable” filter near the top to hide non-billable time. Thank you paid Workspace for your billable rates feature as well! (wink wink)
Now the Report is ready to share. I select “Download as PDF” through the download button on the upper-right of the page.
I check the PDF to make sure it matches the period, grouping, and filters I’ve used. Everything looks good, so I email the PDF to the client. It’s only 9:30AM but my work for today is done. Time to play just one more turn of Nations VI!