The Time Report can be used to track a practice's time entries, to monitor and manage time allocation across different jobs and clients. This report is designed for users who want to get started with general Time and Disbursement reporting.
Report Data
Report Tab
The Report tab is created leveraging the Microsoft Excel Pivot Table functionality.
The Client rows will be expanded to display how much time was spent on different jobs and clients, including the total time spent in hours and the total amount billed displayed as a dollar amount.
By default, the Time report shows all Timesheet Statuses and Time Categories. A user can filter via the Excel filter functionality to display only specific Time entries by Category, such as filtering to only "Chargeable" time.
Practices can customise the Pivot Table as required depending on their practice requirements. For more information, refer to Microsoft Support.
Data - Time Tab
The Data tab will display columns as per the View configured in FYI. If Include All Columns was selected, all columns available to the view will be included in the tab.
The Time data does not contain calculation formulas. It provides a clear overview of Time, including client and user information, Time Type, Time Categories, and job details specific to the View configured when generating the report.
The FYI Job Link column contains a direct hyperlink to the associated Job, to provide quick access to the corresponding information.
Report Settings
The Settings worksheet in Excel is used to manage the configuration options for the report, and a history of updates made.
Variables
The Variables contain data that is used in the header section of the report. Making changes to the Variables can affect the accuracy and layout of your report, and should only be modified by experienced users.
Report Name
The Report Name is displayed on the Report tab, in the top left corner.
Practice Name
The practice name configured on the Settings tab will be displayed on the Report tab under the Report Name. By default, the practice's name from FYI will be inserted, but can be updated if required.
Report Date
Displayed on the Report tab under the Report Name and Practice Name, and is the date the report was run. If the report data is refreshed on a later date, this can be updated to show the newer date.
Change Log
The Change Log displays a record of all modifications to the template. When FYI releases new versions of reports, a summary of the changes will be added.
Practices can also use the Change Log to document any custom changes they make to their own reports. For example, if a practice added an extra view to the report template, the Change Log should be updated to reflect the new change.
Note: Updating the Change Log on an individual report will apply to this report only. To display an updated Change Log for each new report, the changes should be made to the Template file itself.
Default View
The Report Template configuration in FYI allows users to select the Views to be included in the report. Each selected view in FYI will generate a corresponding "Data" tab in the Excel report.
The views selected can be found by looking at the Filing section of the Report Template in FYI.
For the Time Report, a Time view is selected by default, and will create the Data - Time worksheet. Practices can add more views if required, by selecting a View Type, then selecting a View.