Knowledge Base Getting Started Frequently Asked Questions

Timesheet reporting

In this guide, we’ll show you how to produce a printable timesheet report once you’ve recorded some time in FreeAgent.

1 Create your report

From the Work menu, choose Time Tracking, then select ‘Create Report’

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2 Filter the report information

Choose the content you want to include in your report using the following filters:

Timeframe

Choose which weeks or months you want to report on, or choose ‘Custom’ from the drop-down list and pick your own dates.

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Report type

Choose whether to report on billable time, unbillable time, billed time, unbilled time or all your time.

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Contact

Choose whether to report on time spent on all your contacts, or on one customer in particular.

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Project

Select the project that you would like to filter by. If you select a customer from the ‘contacts’ list, then you will only be able to choose from projects you have undertaken for that customer.

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Task

If you filter by project, you can choose to report on all the tasks within that project, or on one task in particular.

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User

You can choose for the report to include time spent on these filtered items by everyone in your business, or by one individual.

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That's it - you're done!

Once you’re happy with the settings you’ve chosen, select ‘Generate Report’. You can then download the report as a CSV, a PDF or save it to the Files area of FreeAgent.

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Remember that you can also generate an at-a-glance view of your timeslips by using the filters on the Time Tracking page.

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