Reporting

Permissions Required to Run a Report

In actiTIME, two groups of reports are available: Time and Cost & Billing reports. Access to each of these groups is regulated by separate permissions.

Time Reports: Personal

Any user with the Enter Time-Track permission can run the following time reports with their own data and summarized data of other users:

• Staff Performance
• Estimated vs. Actual Time

Any user with the Enter Time-Track permission can run the following time reports with their own data only:

• Time-Track in Detail
• Time Balance & Overtime
• Leave Time & Balances

An additional setting allows you to limit or expand the data that users can access on their reports. This setting is available in Settings → General Settings → Data Access Restrictions:

If this setting is enabled, selected users can run time reports with detailed data of all users in the system.

If a user is not selected in this setting or the setting is disabled, the user can only see other users’ totals under the “Others” column.

Time Reports: By Teams

Users with advanced permissions get the ability to run time reports which show detailed data for their assigned teams. This ability is shared between 5 permissions:

• Manage User Accounts & Permissions
• Modify & Approve Time-Track of Other Users
• Manage Scope of Work
• Manage PTO & Sick Days Balances
• Manage Cost & Billing Data (same time reports as for Manage Scope of Work permission)

Each of the permissions gives access to a different portion of time reports, as described in the table below:

To allow managers to see details on unassigned users’ in cost & billing reports, tick the checkbox in the General Settings > Data Access Restrictions section:

See more information on specific time reports:

• Staff Performance Report
• Time Balance & Overtime Report
• Leave Time & Balances Report
• Time-Track In Detail Report
• Estimated vs. Actual Time Report

Cost & Billing Reports

The ability to run this type of reports requires special “Manage Cost & Billing Data” permission. It can be granted in the Permissions tab of a user’s profile in Users tab.

Users with this permission will see detailed information only for their assigned team and work scope.

See more information on specific cost & billing reports:

• Billing Summary Report
• PDF Invoices
• Cost of Work Report
• Profit/Loss Report