How to create a Timesheet Report in the Report Builder?

Estimated reading time: 8 min

Before we start, there are Timesheet reports available within the Timesheet modal. But what we will show you here, is how to create a customized timesheet report for your own team on your on requirements.

The Report Builder

First things first, let us quickly take you through the tabs of the Report Builder. What is it? Using the report builder we can create customized reports based on our own requirements. This allows to either adjust existing templates or create our own from scratch. There are a 6 tabs or sections within the report builder. Each has their own function:

  • Type: What type of report is it? Project, Event, Resource or Unassigned? You choose one. For timesheets, we will choose Resource.
  • Date Range: Defaulted to this month. Adjust as necessary from the drop down list or custom select.
  • Data: What are you reporting on? All resources or a select group? All Projects or a specific project group etc. Adjust as necessary. For us choosing a resource Type of report, the default is Active Resources.
  • Filters: There will be a natural default to filters already applied depending on the Report Type. Again, adjust as necessary.
  • Columns: This is the main body of the report. What data columns do you want to see.
  • Grouping: Here, grouping allows us to sort/filter/display the results according to project / custom field / resource or you can choose to complete ungroup results and obtain the raw data.

Create Customized Reports:

It’s so easy to create a customized report based on your own data requirements. You might want to capture more details like time notes, or spending costs along with the timesheet reported time. Here are a couple of scenarios for you:

Example 1 – Basic, Weekly Scheduled v Reported Timesheet for all Resources.

Report Builder Selected Data
Type Resource
Data Active Resources
Date Range This Week
Filters N/A
Columns Resource Name
Scheduled Time
Reported Time
Grouping Resource/Unassigned

Timesheet Report Builder: Type

What type of report is it? Project, Event, Resource or Unassigned? You choose one. For timesheets, we will choose Resource. Picking so will determine what we will see in the next tab, Data.

The Report Builder

Timesheet Report Builder: Date Range

Date range is defaulted to this month. Adjust as necessary from the drop down list of pre-formatted options. Alternatively you can custom select the date range you need.

Report Builder Date Range

Timesheet Report Builder: Data

What are you reporting on? All resources or a select group? All Projects or a specific project group etc. Adjust as necessary. For us choosing a resource Type of report, the default is Active Resources.

Timesheet_Report_Hub_Planner_Data

Timesheet Report Builder: Filters

There will be a natural default to filters already applied depending on the Report Type. Again, adjust as necessary. You can opt to filter out certain projects if you have chosen a resource type report or even filter the custom fields or booking categories etc. The Filters section of the report builder really allows you to create a very detailed specific report. Filters are not always necessary, depending on the report you are looking for.

Timesheet_Report_Hub_Planner_Filters

Timesheet Report Builder: Columns

Here’s what we want to capture in the Columns. This is the main body of the report. What data columns do you want to see in the report results?

Report Builder Columns

Timesheet Report Builder: Grouping

Hub Planner have created options for you to group the report by either a primary option or indeed include a secondary option too which will break out the report based on what you have chosen. Note, not all primary options will have a secondary option available.

You also have an option not to group the report results data. This will un group everything and provide you with a breakdown of raw line item data, day by day.

Grouping Timesheet Report Hub Planner

Build Timesheet Report Results:

What the report will look like? After building the report, we can now see a breakdown of the resources scheduled and reported time for the week. Next, we will save the report for future usage.

Timesheet Report

Save Timesheet Report

Once ready, click SAVE from the report toolbar. A popup will appear with two options. You can save either to Internal Reports where those whom have access to Internal Reports can view the content. Alternatively, you can save it privately whereby it will be accessible by you only in My Saved Reports folder.

Example 2 – Full Resource Timesheet Report

Keeping in mind the step by steps shown in the example above. We will now add some more columns to the report. Everything else will remain the same.

Report Builder Selected Data
Type Resource
Data Active Resources
Date Range This Week
Filters N/A
Columns Resource Name
Scheduled Time
Reported Time
Burn Rate (Scheduled v Reported Time)
Capacity of Resource
Availability of Resource
Utilization Rate of Resource
Grouping Resource/Unassigned

Columns

Here’s what we want to capture in the report results which we will add in the Columns section of the Report Builder:

  • Resource Name
  • Scheduled Time
  • Reported Time
  • Burn Rate (Scheduled v Reported Time)
  • Capacity of Resource
  • Availability of Resource
  • Utilization Rate of Resource

Report Builder Columns

Full Resource Timesheet Report Results

Timesheet Report