1- You can access time clock report from the side menu by choosing
Reports => Time clock
2- What is Filters ?
Filters will help you to search for a specific information , for example you can filter for Specific rep or even a team .
Group By Filter : think of it as a pivot in excel , lets take an example ,
you want to see all Reps with their cumulative Time sheets , take a look for the table bellow , to achieve it , you can choose group by : Rep
Rep Name | Working Time | Time At Client | Time On Travel | Breaks Time | Total Day Time | Total Time Between Visits |
Rep A | 60:00:20 | 45:30:00 | 90:30:00 | 1:00:00 | 200:00:00 | 75:00:00 |
Rep B | 20:00:20 | 35:30:00 | 40:30:00 | 2:00:00 | 150:00:00 | 45:00:00 |
Ok Don't get confused 🤔 we will explain each field for you
Working Time : Duration from start of first Visit to end of last visit
Time At Client : Duration spent on visits for all clients
Time On Travel : Duration From Start day to End of day Minus Duration of visits & Breaks time .
Breaks time : Duration of Breaks ( Break start counting when a rep ends a day then start their day again )
Total Day Time : Duration From Start day to End of day
Total Time Between Visits : Net Duration spent between visits .
sometimes you want to reduce columns to be visible on your report , it's straight forward just click on the Filter icon beside Actions button.
3- How can you automate this process , lets say you want this exact reports with your desired filters to be sent on Daily basis .
Click on Actions button
Select Schedule Email
Enter your email subject (i.e Time Sheets for All Reps)
Add your emails ( it can be single or multiple emails )
Select Every Day ( also there are many options like daily ,weekly monthly)
Finally choose your time ( we have several options -> Morning , Noon and evening)
Click Save 😎 and enjoy your scheduled emails