Reports and timesheets overview

For managers and admins

This section covers the organisation-wide views that Managers and Org admins use: Reports for reviewing logged time, and the timesheet lifecycle from a draft through submission and approval to sending it to a client. It is for managers and org admins; members do not see these pages.

In this section

• Reports — review organisation-wide time, filter by client and export a CSV.
• Edit another member’s entries — correct a teammate’s entry when you are a manager or admin.
• How timesheets work — the draft, submitted, approved, rejected and void states.
• Generate a timesheet — choose a period and the members and entries to include.
• Submit, approve, reject or void a timesheet — who moves a timesheet through each step.
• Share a timesheet with your client — create, revoke or let a share link expire.

Next steps

• Read Roles and permissions to confirm which role can do each step.
• For the pages your organisation’s admins use, see Administration.