Run your first report and unlock a world of valuable insights.
Despite the length of your pilot period, after one month, you should have enough time tracked to get a taste of one of our most powerful features: the report!
In Timeneye, Reports give you a complete overview of the total and billable time spent on each client, project, phase category, billable hours, and team member. You can run reports on several company activities to see where your working hours really go.
If you are part of a team and you are an Owner, Administrator, Group Manager, or Project Manager, you can create reports for all users contributing to your projects. On the other hand, Regular team members can run reports on their activities and the projects they can access.
To create your first report and have a complete overview of the tracked time, click on the Reports section from the sidebar menu.
Start by selecting the template of the report type you want to generate:
Project if you want to select those of the same client you are working on. Or the projects that share common aspects that you need to check on;
Team in case you need to evaluate the working time of some teams that worked on specific tasks;
Clients if you need to make an estimate regarding the time spent on their projects and, consequently, billable and non-billable time;
Tags to check how much time you spent on a single step of your project;
Billable to evaluate your working time that deserves to be paid;
A blank report in case you want to make an even more customized one.
Once you have chosen your focus, it will be possible to set other filters and extract from Timeneye the data you need the most. Select the timeframe you need to focus on and, consequently, the aspects of your project that you need to monitor (phase categories, tags, tag lists, the project status, etc.).
To make sure that, from now on, you will run a report regularly, you can read this article about How to schedule reports.
Insights are only helpful if your team can use what you’ve discovered to improve your performance and productivity. You might want to select what to share with stakeholders and/or team members, depending on how you carried out your report and what you learned.
It’s important to update your team regularly, ideally at a fixed time each week or sprint. You should also look for opportunities to share findings with your clients if this could benefit your business.
No need to use fancy tools for the presentation: first, export your report as a PDF file, then add a couple of slides that describe your findings and one final slide that shows what you’re doing next.
Slide decks in this format are easy to talk through during a meeting. They also make sense independently, so people who miss your presentation can easily share and understand them.
As sprints go by, your collection of slide decks will provide a record of what you’ve learned about time management in your organization and the steps you took to make it more efficient.
Next: Phase 3 - Overview