Report Field Definitions - Timesheets

Modified on Wed, 27 May at 3:52 PM

Timesheets are very important when it comes to running projects. They give you visibility over who’s worked on what, how long it took, and how it all ties into billing, forecasting, and project tracking.

WorkGuru has a suite of timesheet reports to help you cut through the noise and get a proper break-down of the data. Some are detailed pivots, others are quick summaries for a fast overview. All of them are there to give you better control and confidence in how your team’s time is being spent.


TABLE OF CONTENTS


Timesheets Pivot Report

This is the “full toolbox” timesheet report. It’s a pivot table that pulls in all the details, giving you flexibility to slice and dice timesheet data however you like. If you need the most comprehensive look at your team’s logged hours, this is a great option.


FieldNotes/Expected ValuesDescription
APPROVALDATE
DD/MM/YYYY
timesheet approval date
APPROVERstaffapproving user
BILLABLE(yes/no)billable status
BILLABLELENGTHhour/minutestimesheet billable length (differs from actual length)
BILLABLERATEdollar valuetask sell rate (if invoicing by staff billable rate, this is staff billable rate x timesheet hours) 
BILLABLEVALUEdollar valuetask sell rate x timesheet hours (if invoicing by staff billable rate, this is staff billable rate x timesheet hours)
CLIENTnametransaction client (non-billing client)
CLIENTPURCHASEORDERtexttransaction 'Client PO' field
COSTdollar value
staff hourly rate x timesheet length (also affected by task cost multiplier field value - 0 = no cost, 1 = default cost, also affected by pricing tiers as well), if no staff rate exists, fall back to task cost rate
CREATIONDATEday/month/year
timesheet creation date
FINISHDATEDD/MM/YYYY
timesheet finish date
FINISHTIME    local time (24h)timesheet finish time
ISOCREATIONTIMEHH/MM/SS UTC
timesheet creation time
ISODATEYYYY/MM/DDtimesheet date
LENGTHhour/minutestimesheet length
LENGTHVARIATIONhour/minutestimesheet length variation between actual/billable hours
NOTEtexttimesheet notes field
PAYROLLCODEtextuser settings Payroll system ID
PHASEtextproject phase
PROJECTGROUPtextproject group name
PROJECTNAMEtexttransaction name
PROJECTNOnumerical valuetransaction number
PROJECTSTATUStextin progress, custom status, etc
REPORTINGCATEGORY1textXero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORY2textXero tracking category tied to transaction (if enabled and imported from Xero)
STAFFtexttimesheet user
STARTDATEday/month/yeartimesheet start date
STARTTIMElocal timetimesheet start time
STATUSdraft/approved
timesheet status
TASKtexttask name
TASKACTUALCOSTdollar valuestaff rate x hours
TASKACTUALQTYhours/minutes
non-billable hours
TASKACTUALVALUEdollar valuetask invoiced value
TASKBILLABLESTATUS
text
non-billable/billable
TASKDESCRIPTION
text
task description field
TASKFORECASTCOST
dollar value
project edit screen task forecast cost x forecast quantity
TASKFORECASTQTY

numerical value
project edit screen task forecast quantity
TASKFORECASTVALUE
dollar value
project edit screen task forecast sell rate x forecast quantity
WAREHOUSE
text
warehouse assigned to project

Timesheets Pivot Report (Simplified)

Think of this as the leaner version of the full pivot. It drops some of the heavier detail, so it’s easier to get a quick look without wading through fields you might not always need. Perfect if you just want the essentials.


FieldNotes/Expected ValuesDescription
APPROVALDATEYYYY/MM/DDtimesheet approval date
APPROVERtextuser who approved timesheet
BILLABLE(yes/no)billable status
BILLABLELENGTHhour/minutetimesheet billable length (differs from actual length)
CLIENTtexttransaction client (non-billing client)
COSTdollar value
staff hourly rate x timesheet length (inclusive of task cost multiplier field value - 0 = no cost, 1 = default cost), if no staff rate exists, fall back to task cost rate
CREATIONDATEDD/MM/YYYYtimesheet creation date
FINISH    local time (24h)timesheet finish time
FINISHDATEYYYY/MM/DD timesheet finish date
ISODATEYYYY/MM/DD
ISO timesheet finish date
LENGTHhour/minutestimesheet actual length
LENGTHVARIATIONhour/minutestimesheet length variation between actual/billable hours
NOTEtexttimesheet notes field
PAYROLLCODEtextuser settings Payroll system ID
PROJECTtexttransaction number and name
PROJECTGROUPtextproject group name
PROJECTNAMEtexttransaction name
PROJECTNUMBERnumerical valuetransaction number
REPORTINGCATEGORY1textXero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORY2textXero tracking category tied to transaction (if enabled and imported from Xero)
STAFF
texttimesheet user
STARThour/minutestimesheet start time
STARTDATEDD/MM/YYYYtimesheet start date
STATUStexttimesheet status (draft, approved, etc)
TASKtexttask name
WAREHOUSEtextproject warehouse

Daily Timesheet Summary

Need to see who worked when, at a glance? This report lines timesheets up by day so you can easily spot trends, busy periods, or gaps. It’s quick, straightforward, and especially useful for daily check-ins or payroll prep.


FieldNotes/Expected ValuesDescription
DATEYYYY/MM/DDtimesheet date
DAYnumerical valueday of month
DAYOFWEEK
textday name
FINISHTIME    local time (24h)timesheet finish time
ISODATEYYYY/MM/DDtimesheet date
ISOWEEKCOMMENCINGYYYY/MM/DDgrouping by week
MONTHtexttimesheet month
QTRnumerical value
quarter 
STARTTIMEhours/minutes
timesheet start time
TOTALdollar valuetotal timesheet cost
TOTALTIMEhours/minutestotal timesheet length
TSDATEday/month/yeartimesheet date
USERtexttimesheet user
USERISACTIVEtextuser active status
WEEKCOMMENCINGnumerical valuegrouping by week
YEARnumerical valuetimesheet year

Daily Timesheet Summary by Staff

This one breaks it down by person instead of just by day. It’s great for spotting patterns in individual workloads and making sure no one’s over (or under) capacity. Since it’s date-column heavy, it works best when expanded using the dropdown for clarity.

(No individual fields are included in this report - upon running the report it will display staff + daily columns and related information like hours/tasks)


Staff Forecast Capacity Report

Ever wondered how much time your staff should have available compared to what’s booked in? This report shows staff capacity based on task lines, giving you a forecast of workload. It defaults to 8 hours per day if no weekly capacity is set, so it’s an easy way to keep resourcing realistic.

(Like the Daily by Staff report, this one has now fields to use.)


Task Completion Status by Date

Here’s where you can see which tasks were meant to be wrapped up and which actually were. It highlights hours worked, completion dates, and variances, so you can quickly spot delays or celebrate on-time finishes.


FieldNotes/Expected ValuesDescription
ACTUALHOURShours/minutesActual timesheet hours
CLIENTtexttransaction client (non-billing)
COMPLETEDDATEDD/MM/YYYY
task completed date
DESCRIPTIONtexttask description
ENDDATEDD/MM/YYYY
task end date
FORECASTHOURShours/minutes
task forecast quantity
PROJECTNAMEtextproject name
PROJECTNOtextproject number
STAFFtexttimesheet user
STARTDATEDD/MM/YYYY
task start date
STATUStexttask status
TASKtexttask name
TEAMStexttask teams if assigned
VARIANCEhours/minutestimesheet length variation between actual/forecast hours

Task and Time Forecast vs Actuals by Project Start Date

This report compares what you planned versus what actually happened for tasks linked to projects that started in your chosen period. It’s ideal for spotting trends, checking efficiency, and making sure your project forecasts stay realistic.

FieldNotes/Expected ValuesDescription
ACTUALHOURShours/minutesActual timesheet hours
CLIENTtexttransaction client (non-billing)
COMPLETEDDATEDD/MM/YYYY
task completed date
DESCRIPTIONtexttask description
ENDDATEDD/MM/YYYYtask end date
FORECASTHOURShours/minutestask forecast quantity
PROJECTNAMEtexttransaction name
PROJECTNOtexttransaction number
STAFFtexttimesheet user/hours worked
STARTDATEDD/MM/YYYYtask start date
STATUStextIn Progress, Completed, etc
TASKtexttask name
TEAMStexttask assigned team
VARIANCEhours/minutestimesheet length variation between actual/forecast hours

Task and Time Forecast vs Actuals by Task Start Date

Much like the previous report, but this one tracks time by task start date instead of project start. It’s perfect if you want a more granular view of how tasks are performing versus expectations.


FieldNotes/Expected ValuesDescription
ACTUALHOURShours/minutesactual timesheet hours
CLIENTtexttransaction client (non-billing)
COMPLETEDDATEDD/MM/YYYYtask completed date
DESCRIPTIONtexttask description
ENDDATEDD/MM/YYYYtask end date
FORECASTHOURShours/minutestask forecast quantity
PROJECTNAMEtexttransaction name
PROJECTNOnumerical value
transaction number
STAFFtexttimesheet user/hours worked
STARTDATEDD/MM/YYYYtask start date
STATUStexttask status
TASKtexttask name
TEAMStexttask assigned team
VARIANCEhours/minutestimesheet length variation between actual/forecast hours

Production Jobs Timesheet Pivot Report

If your focus is production jobs, this report is your go-to. It’s a pivot table that brings in all timesheets related to production, giving you insight into hours, costs, billable amounts, and overall performance.


FieldNotes/Expected ValuesDescription
APPROVALDATEDD/MM/YYYYtimesheet approval date
APPROVERtexttimesheet approval user
BILLABLEyes/notask billable status
BILLABLELENGTHhours/minutestimesheet billable length
BILLABLERATEdollar value
task sell rate (if invoicing by staff billable rate, this is staff billable rate x timesheet hours) 
BILLABLEVALUEdollar value
task sell rate x timesheet hours (if invoicing by staff billable rate, this is staff billable rate x timesheet hours)
CLIENTtextIf project production job, lists transaction client (non-billing project client)
CLIENTPURCHASEORDERtexttransaction 'Client PO' field
COSTdollar value
staff hourly rate x timesheet length (also affected by task cost multiplier field value - 0 = no cost, 1 = default cost, also affected by pricing tiers as well), if no staff rate exists, fall back to task cost rate
CREATIONDATEDD/MM/YYYYtimesheet creation date
FINISHDATEDD/MM/YYYYtask finish date
FINISHTIMEhours/minutestimesheet finish time
ISCAPITALISEDyes/nois the time capitalised on the production job
ISOCREATIONTIMEHH/MM/SS UTC
ISO timesheet creation time
ISODATEYYYY/MM/DD
ISO Timesheet creation date
LENGTHhours/minutesactual timesheet length
LENGTHVARIATIONhours/minutesvariation between actual and billable timesheet length
NOTEtexttimesheet note
PAYROLLCODEtextuser settings Payroll system ID
PHASEtextIf project production job, lists transaction phase that output relates to
PROJECTGROUPtextIf project production job, lists transaction project group
PROJECTNAMEtextIf project production job, lists transaction name
PROJECTNOnumerical value
If project production job, lists transaction number
PROJECTSTATUStextIf project production job, lists transaction status
REPORTINGCATEGORY1textXero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORY2textXero tracking category tied to transaction (if enabled and imported from Xero)
STAFFtexttimesheet user
STARTDATEDD/MM/YYYYtask start date
STARTTIMEhours/minutestimesheet start time
STATUStexttask status
TASKtexttask name
TASKACTUALCOSTdollar value
task cost x actual hours
TASKACTUALQTYnumerical valuetask actual hours
TASKACTUALVALUEdollar value

task invoiced value (if project production job only)
TASKBILLABLESTATUStextnon-billable/billable
TASKDESCRIPTIONtexttask description
TASKFORECASTCOSTdollar value

task cost x forecast quantity
TASKFORECASTQTYnumerical valuetask forecast quantity
TASKFORECASTVALUEdollar value

task forecast sell rate x forecast quantity (if capitalized)
WAREHOUSEtextrelated warehouse to the production job

Staff Activity Lines Pivot

This pivot report combines timesheets and stock usage for staff in a single view. It’s great for understanding not just hours worked, but also the resources consumed by your team over a period.


FieldNotes/Expected ValuesDescription
BILLINGRATEdollar value
task sell rate (if invoicing by staff billable rate, this is staff billable rate x timesheet hours)
COSTRATEdollar value
staff hourly rate x timesheet length (inclusive of task cost multiplier field value - 0 = no cost, 1 = default cost), if no staff rate exists, fall back to task cost rate

DATEDD/MM/YYYYdate of activity
DAYnumerical valueday of month
DAYOFWEEKtextname of day
DESCRIPTIONtexttask description
LINETYPEtextline item descriptor (e.g, time sheet, stock usage)
MONTHtextmonth name
NAMEtexttask name/product name
PAYROLLNOtextuser settings Payroll system ID
POTENTIALREVENUEdollar value
potential revenue of the line
QTRtextquarter 
QUANTITYnumerical valueproduct usage/timesheet quantity
SOURCEtextsource transaction name (e.g. project)
SOURCENOnumerical valuesource transaction number (e.g. project)
STAFFtextstaff who used product/added timesheet
TOTALCOSTdollar value
total cost of line item - line item cost rate x quantity
YEARnumerical valueyear of usage

Staff Task Assignments Pivot Report

Want to see what everyone’s working on? This report lists all staff task assignments for projects starting or due within your chosen period. It’s perfect for resource planning and workload checks.


FieldNotes/Expected ValuesDescription
ACTUALBILLABLEAMOUNTdollar value
billable total
ACTUALBILLABLEHOURSnumerical valuebillable quantity
ACTUALHOURSnumerical valueactual (non-billable) hours
BILLABLEyes/nobillable status
BILLABLERATEdollar value
task sell rate (if invoicing by staff billable rate, this is staff billable rate x timesheet hours) 
DATEDD/MM/YYYYdate of activity
DAYnumerical valueday of month
DAYOFWEEKtextname of day
FORECASTBILLABLEAMOUNTdollar value
forecast billable rate x forecast quantity
FORECASTHOURSnumerical valueforecast quantity
HOURLYRATEdollar value
staff hourly rate x timesheet length (inclusive of task cost multiplier field value - 0 = no cost, 1 = default cost), if no staff rate exists, fall back to task cost rate
MONTHtextname of month
PROJECTtext/numerical valuename of project/project number
PROJECTNAMEtextname of project
PROJECTNOnumerical valueproject number
PROJECTSTATUStextstatus of project
QTRtextquarter
STAFFtexttimesheet user
TASKtexttask name
YEARnumerical valueyear of assigned task

Timesheets Billing Report

Finally, the billing-focused report. This one ties timesheets to invoicing details, showing hours worked, billed values, remaining amounts, and taxes. If you want to see how work translates into revenue, this report has you covered.

FieldNotes/Expected ValuesDescription
BILLABLELENGHhours/minutesbillable timesheet length
BILLEDVALUEdollar value
current value already billed
CLIENTtexttransaction (non-billing) client
DATEDD/MM/YYYYdate of activity
DAYnumerical valueday of month
DAYOFWEEKtextname of day
HOURLYRATEdollar value
staff hourly rate x timesheet length (inclusive of task cost multiplier field value - 0 = no cost, 1 = default cost), if no staff rate exists, fall back to task cost rate
HOURSBILLEDhours/minutesbillable hours already billed
INVOICEDATEDD/MM/YYYYinvoice date for billed hours
INVOICENUMBERnumerical valueinvoice number for billed hours
LENGTHhours/minutesactual timesheet length
LINETYPEtextline item type (e.g. time sheet, stock usage)
MONTHtextname of month
NOTEtexttimesheet note
PROJECTNAMEtextname of the project
PROJECTNOnumerical valueproject number
QTRtextquarter
REMAININGVALUEdollar value
billable hours not already billed
REPORTINGCATEGORYOPTION1textXero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORYOPTION2textXero tracking category tied to transaction (if enabled and imported from Xero)
STAFFtexttimesheet user
STARTDATEDD/MM/YYYYtimesheet start date
TASKtexttask name
TAXAMOUNTdollar value
tax amount for task
TAXRATEdollar value
tax rate for task
TOTALBILLEDINCTAXdollar value
total invoiced timesheets including tax
VALUEdollar value
billable value 
YEAR
numerical valuetimesheet year



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