Report by employee

By 17 June, 2021 Reports

Do you feel like you’ve focused too much on the same project over the past three months? Wondering how Marie fills her working hours? Do you think that one of the departments is gathering more and more work to do? Take stock of all this with the Collabox employee report! It is designed to let you choose the information that will be put forward.

Producing a report

To produce a report, click on the icon Reports , located in the horizontal menu at the top of the screen. You will land directly on the right page. The report is produced in 3 stages:

  1. Determine the time period that will be covered by the report using the drop-down menus or the calendar.
  2. Choose whether the report will cover all employees or a specific employee by selecting the desired option from the drop-down menu.
  3. Select the type of report you want to produce (report by employee, total project hours or sum of services), then check the boxes for the parameters you need.

Don’t forget to click on the button View report when you’re done!

Overview of report types

The report by employee

This type of report basically allows you to see the number of hours worked by each employee over the given period. You may or may not include details (depending on the parameter options checked).

The report of the total hours of the projects

This report shows the projects each employee worked on, the amount of time they spent on them individually and the proportion (in%) of their time that the projects occupied.

The sum of services ratio

As the name suggests, this report is structured around the departments of your business. It lists the departments each employee worked for, the number of hours spent on each, and the billable amounts worked per department.

Note: The above examples were created from the basic settings and the selection of all employees. Depending on the options you choose to create your report, it may contain more or less items.