Time tracker report

jb@59069

We are still in the trial period and running in to issues. I have created a Time Tracker sheet for each client. Columns are: Client (primary), Employee/Contractor, Project/Event, Date Worked, Time Worked, Task Performed, Charge Description/Code, Project ID, Billable? (check box).

I need to generate a report from this sheet that will be updated whenever we view it, this report will also be shared with our clients so they can review progress and billed hours.

The report needs to have totals of:Sum of non billed hours (based on checkbox not checked); Sum of billed hours (based on check box checked); overall budget total, hourly bill rate, $'s used based on billed hours * bill rate; remaining budget $'s.

Very basic and simple in Excel, seems to be a pain in SS.

One other issue in SS, creating a report from this tracker: When I select the Billable? column for the report, it will not allow both checked and unchecked. It's one or the other, not both.

How do I get a report created from this time tracker sheet that is; 1) showing complete data from the sheet; 2) allows for the tallying we require for clients to see; 3) updates automatically when the time tracker is updated?

Shaine Greenwood

Hello,

Reports can only pull in existing sheet data, meaning any calculations you need must exist on the source sheets. You can create formulas (using the SUMIF function, for example) on your sheets and bring those into the report for viewing. 

Details on functions available in Smartsheet can be found in the help center: https://help.smartsheet.com/functions

You don't need to include a column in the report builder criteria for it to be displayed in the report. Instead, right-click any column header in the report and select Add Column.

When refreshed, reports will contain the latest information from the last time the sheet was saved. Details on working with reports can be found here: https://help.smartsheet.com/articles/522214-creating-reports