How to create a timesheet report

This article explains how to create a timesheet report once you’ve recorded time in FreeAgent.

Navigate to 'Time Tracking'

Navigate to the ‘Work’ tab at the top of the screen and select ‘Time Tracking’ from the drop-down menu. 

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This will display the 'Time Tracking' area.

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Create a report

Select 'Create Report' in the top-right.

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Enter the details that you want to include in your report using the following filters.

Timeframe

Choose which week or month you want to report on from the 'Timeframe' drop-down menu. Alternatively, you can choose ‘Custom’ and enter your own dates.

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Report type

Choose whether to create a report for billable time, unbillable time, billed time, unbilled time or all of your time from the 'Report type' drop-down menu.

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Contact

Choose whether to create a report on time spent for all your contacts or for one particular customer using the 'Contact' drop-down menu.

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Project

Select the project that you would like to create a report for using the 'Project' drop-down menu. Please note that if you select a  specific customer from the ‘Contact’ drop-down menu, you will only be able to choose from projects you have created for that customer.

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Task

If you create a report for a specific project, you can choose to report on all the tasks within that project, or on one task in particular using the 'Task' drop-down menu.

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User

You can choose to create a report of time spent by all users in your FreeAgent account, or by one individual using the 'User' drop-down menu.

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Generate the report

Once you’ve entered all of the relevant details, select ‘Generate Report’.

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Download the timesheet report

To download the timesheet report, select 'Export Report' in the top-right and choose the relevant option from the drop-down menu. You can choose to download the report as a 'CSV' or 'PDF' file, or save it to your 'Files' area.

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Viewing your timeslips

You can also view your timeslips using the filters in the 'Time Tracking' area.

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