Team Summary Report
The Team Summary report shows summarized information about all the members of the workspace. The data is organized by person, team, workdays, days off, time, billable time, time balance, billable amount, costs, online time, and activity level.
Note: This functionality is not available for a user with a Client Representative role. The information about such a user is not displayed in the report either.
A timer is a green circle in the Team Summary report that appears near the name of a user with the active timer running. If you hover over the circle, a hint will notify you about the time duration of the active time entry, which has not been included in the report yet.
Note: The Time column may change to Hours when the time format in your workspace is set to Decimal hours. Each record in the Time (Hours) and Billable Time (Hours) columns is clickable and leads you to the Detailed report on a relevant user.
The date picker located at the top right corner of the report allows you to set a required time period to view information about each member. You can monitor and analyze this data to improve your team members’ performance.
You can filter data in the Team Summary report according to its main purpose - to show information about a whole team or a particular member. So, the available filters are Teams and Users.
Note: In the Team filter, a Project Manager can view only his data.
Column customization and export
You can easily customize a report by adding or removing required columns using the Columns drop-down menu. When creating a Team Summary report, you can check/uncheck the following column names: Person, Workdays, Days Off, Time, Billable Time, Time Balance, Billable Amount, Costs, Online Time, and Activity Level.
When a report is generated, you can export it as a PDF and CSV file.