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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:

See all users in reports

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

Report-with-all-users

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.

Report-with-others

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:

Permission
Manage Accounts
& Permissions
Manage PTO & Sick Days Settings
Manage Scope
of Work
Modify & Approve Users Time-Track
can see details for all users
can see details for assigned team and scope
Staff Performance
Time Balance & Overtime
Leave Time & Balances
Time-Track in Detail
Estimated vs Actual Time
Permission
Manage Accounts
& Permissions
Manage PTO
& Sick Days Settings
can see details for all users
Staff Performance
Time Balance & Overtime
Leave Time & Balances
Time-Track in Detail
Estimated vs Actual Time
Permission
Manage Scope of Work
Modify & Approve Users Time-Track
can see details for assigned team and scope
Staff Performance
Time Balance & Overtime
Leave Time & Balances
Time-Track in Detail
Estimated vs Actual Time

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-all-users-in-reports

See more information on specific time reports:

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.

Permissions-generate-cost-and-billing-reports

See more information on specific cost & billing reports:

What if I don’t see all customers, projects or tasks in my report?

What you see in the reports is a particular set of customers, projects and tasks as defined in your user permissions.

If you need to see more items in the reports, please contact your manager to provide you with wider access rights.