Use timesheet reports | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/use-timesheet-reports
Publisher: Pixie Technologies LLC

How-to guide
Use timesheet reports

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to review tracked time by staff, project, task and period.

Audience: Manager; Feature: Project; Permission-aware; 

Where to goReports (https://pixiecrm.com/help-centre/topic/report) → Timesheets

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Review tracked time by staff, project, task and period. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to Reports (https://pixiecrm.com/help-centre/topic/report) → Timesheets.

- Select the required date range and confirm whether the report (https://pixiecrm.com/help-centre/topic/report) uses creation, due, payment (https://pixiecrm.com/help-centre/topic/payment) or activity dates.

- Apply customer (https://pixiecrm.com/help-centre/topic/customer), status, staff, group, currency (https://pixiecrm.com/help-centre/topic/currency) or other filters needed for a like-for-like result.

- Check totals and drill into the source records when a figure appears unexpected.

- Change grouping or chart options only after confirming the base filters.

- Export or print the result when required, then protect the downloaded file according to company policy.

- Record the filters used so another authorised user can reproduce the result.

Settings to check

Customer (https://pixiecrm.com/help-centre/topic/customer)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Project nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Billing typeCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Start and deadlineCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Project membersCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Progress and visibilityCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Choose billing type before time is recorded.

- Add only the staff who need access.

- Review client (https://pixiecrm.com/help-centre/topic/customer)-visible content before publishing.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)report (https://pixiecrm.com/help-centre/topic/report)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)expense (https://pixiecrm.com/help-centre/topic/expense)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)customers (https://pixiecrm.com/help-centre/topic/customer)leads (https://pixiecrm.com/help-centre/topic/lead)

Related guides

Manage staff timesheets (https://pixiecrm.com/help-centre/manage-staff-timesheets)Use project overview and progress (https://pixiecrm.com/help-centre/use-project-overview-and-progress)Track time with task timers (https://pixiecrm.com/help-centre/track-time-with-task-timers)Use customer reports (https://pixiecrm.com/help-centre/use-customer-reports)Use sales reports (https://pixiecrm.com/help-centre/use-sales-reports)

Connected advanced guides
Review logged task time with Advanced Task Filters → (https://pixiecrm.com/help-centre/advanced-task-filters-review-logged-time)