In this support article, we will examine the Actual Time Report, an essential tool for tracking the time staff members enter for different clients and work types, differentiating between billable and non-billable hours. This report offers vital insights into your team's efficiency, productivity, and revenue-generating capacity. By understanding how to interpret and utilize the Actual Time Report, you can optimize your business operations and better serve your clients.
Overview of the Actual Time Report:
The Actual Time Report is designed to provide a detailed overview of the time staff members enter for various clients and work types, distinguishing between billable and non-billable hours. The report encompasses the following work types: Tasks, Templates, Emails, and Extension Tasks. The report includes the following key information:
Staff: The report lists all staff members, enabling you to analyze their individual performance, workload, and revenue generation.
Clients: The client's section shows the time allocated to each client, helping you identify which clients require the most attention or resources and the proportion of billable to non-billable hours.
Source: The report breaks down the time spent on different types of work, such as Tasks, Templates, Emails, and Extension Tasks, differentiating between billable and non-billable hours. This information can be used to assess your team's efficiency and identify improvement areas.
How to Generate the Actual Time Report:
You can just log in to your account and navigate to the 'Reports' or 'Analytics' section.
Locate and click on the 'Actual Time Report' option.
Customize the report parameters by selecting the desired date range, staff members, clients, and work types (Tasks, Templates, Emails, and Extension Tasks).
View the report by billable and non-billable hours, separately or combined.
Click the 'Generate Report' button to display the results based on your selected parameters.
Analyze the report to identify trends, areas for improvement, and potential revenue opportunities.
Conclusion:
By following the steps in this support article, you can effectively generate and analyze the Actual Time Report, providing valuable insights into the time staff members spend on various work types and clients and the proportion of billable and non-billable hours. This information is crucial for optimizing your team's efficiency, productivity, and revenue-generating capacity, ultimately leading to enhanced business operations and improved client satisfaction.