Report Field Definitions - Timesheets

Modified on Wed, 15 Oct at 11:17 AM

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.


TIMESHEET REPORTS


  • Timesheets Pivot Report

  • Timesheets Pivot Report (Simplified)

  • Daily Timesheet Summary

  • Daily Timesheet Summary by Staff

  • Staff Forecast Capacity Report

  • Task Completion Status by Date

  • Task and Time Forecast vs Actuals by Project Start Date

  • Task and Time Forecast vs Actuals by Task Start Date

  • Production Jobs Timesheet Pivot Report

  • Staff Activity Lines Pivot

  • Staff Task Assignments Pivot Report

  • Timesheets Billing Report



    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
    textnon-billable/billable
    TASKDESCRIPTIONtexttask description field
    TASKFORECASTCOSTdollar valueproject edit screen task forecast cost x forecast quantity
    TASKFORECASTQTY
    numerical value
    project edit screen task forecast quantity
    TASKFORECASTVALUEdollar valueproject edit screen task forecast sell rate x forecast quantity
    WAREHOUSEtextwarehouse 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

    LENGTHhour/minutes
    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
    PROJECTNAMEtext
    PROJECTNOtext
    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/minutes

    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
    STATUStext
    TASKtexttask name
    TEAMStexttask assigned team
    VARIANCEhours/minutes

    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/YYYY
    date 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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