Introducción a informes del equipo

As a Gerente de equipo o Gerente de proyecto, understanding how to effectively use Clockify’s reporting features will help you track your team’s productivity, monitor hours worked, and ensure accurate billing. Clockify provides various reports that allow you to view your employees’ time entries in different ways, from summarized overviews to detailed breakdowns. This guide will walk you through the different types of reports, how to filter and customize them, and how to monitor your team’s tracked time.

Access permissions #

Los gerentes de equipo #

• Access to facturabilidad y non-billable entries
• Can view the total time tracked by team members
• Can export reports como PDF, CSV, o Excel
• Can share reports, but cannot schedule reports to be emailed
• Can enable or disable rounding of time entries

Los gerentes de proyecto #

• Access to facturabilidad y non-billable entries for their assigned projects
• Can view the total time tracked by users working on their projects
• Can export reports como PDF, CSV, o Excel
• Can share reports, but cannot schedule reports to be emailed
• Can enable or disable rounding of time entries

Key features & permissions #

• Informes in Clockify include the Summary, Detallado, y Weekly reports, each offering different ways to group and display your team’s time entries
• Puedes export reports en PDF, Excel, o CSV formats
• Los gerentes de equipo can access both facturabilidad y non-billable entries, and generate reports, but cannot schedule reports to be mailed
• Los gerentes de proyecto have similar report access but can only see the time entries associated with their projects
• You can also track employee activity, set time targets, and monitor whether employees meet their weekly or monthly time quotas

Types of reports #

Informe resumido #

La Informe resumido is highly flexible and allows you to group your team’s time entries in various ways to match your reporting needs.
You can group data by:

• Proyecto
• Cliente
• Usuario
• Grupo
• Etiqueta
• Mes
• Semana
• Fecha

How to use:

• Common scenario: To get an overview of your team’s hours by user and project, select Usuario as the main grouping and Proyecto as a subgroup. You can further subgroup by Tarea if needed. This will give you a detailed breakdown of the time tracked by each team member for specific tasks within projects.
• By date: Another useful way to view hours is by grouping by Fecha, which will show you the total hours each employee tracked per day. This is ideal if you need to see a bi-weekly o monthly report for your team, and the Informe semanal doesn’t suit your needs.
• Tres niveles de agrupación: The Summary report supports up to three levels of grouping, providing a more granular view of your data. You can customize the date range to meet your specific reporting needs.

Informe semanal #

La Informe semanal is designed for weekly tracking of hours worked. You can group the data by Usuario o Proyecto.

How to use:

• Set date range: This report shows data for a fixed weekly range (one week at a time). You cannot change the date range to show more than one week, but the Summary Report can be used to view multiple weeks or any custom date range.
• Perfect for weekly overviews: If you’re monitoring your team’s work on a week-to-week basis, this is a great report for that.

Informe detallado #

La Informe detallado provides a comprehensive breakdown of time entries, showing each entry individually without any grouping or summarization.

How to use:

• Use this report to see all the details of your team’s time entries. An Administrador can also edit entries in this report.
• La Detailed Report can be exported in CSV, allowing you to create custom reports or further process the data in tools like Excel or Google Sheets.

Filter reports by individual employees #

If you need data for a single employee, you can use filters to narrow the report to only show that employee’s hours.

Steps to filter:

1. Ve a la Informe page (Summary, Detailed, or Weekly)
2. Apply filters: Use the filter options to select the specific employee or group of employees
3. View data: The report will now only show the time entries for the selected employee(s)

Personalizar informes #

If the built-in Clockify reports don’t meet your exact needs, you can customize your reports by exporting the Detailed Report as CSV and using tools like Excel o Google Sheets to create your own custom reports.

In Excel or Google Sheets, you can create pivot tables to rearrange the data into the structure you need.

This flexibility allows you to adjust reports to fit different team structures or project needs.

vista de Planilla horaria #

Si tienes un plan paid subscription plan, you can also access employee Timesheets directly, which is similar to the Weekly report but with more customization options.

• Filter timesheets by a specific employee and group by Proyecto for detailed tracking of time
• Export timesheets to PDF o Excel for record-keeping or reporting

To export use your browser’s Print option (Ctrl + P) to Guardar como PDF if you need to save a copy of the Timesheet.

Monitoring active work and tracked time #

You can keep track of the current work being done by your team members through the Team dashboard.

Steps to monitor active work:

1. Ve a la Equipo panel
2. View last activity with all active timers
3. You can filter reports by date range to see who has not tracked time in a given period Sort the Total tracked column in ascending order to identify users with no time tracked.
4. Use the dashboard to track whether your team has met their weekly/monthly hours quota

To see users who haven’t tracked time:

En la pestaña Informe semanal, group by Usuario y haz clic en Mostrar usuarios sin tiempo.

This can be especially helpful for managers who need to monitor adherence to time tracking requirements.

Notifications for below or above target #

Clockify allows you to set targets for your team’s daily or weekly hours, and you can receive email reminders if someone:

• Forgets to log their time (Clockify sends reminders to fill timesheets)
• Exceeds their target (Managers are notified if tracked time is above the set target)

Troubleshooting: Tracked time not visible in reports #

If a team member claims they’ve tracked time, but you can’t find it in the reports, it could be because they tracked time in a different workspace.

What to do:

• Make sure the team member is tracking time in the correct workspace (especially if they’ve created a personal workspace during sign-up).
• If they mistakenly tracked time in their personal workspace, you will need to check that workspace as well.

Preguntas más frecuentes #

How can I get a report of my team’s hours by project? #

You can use the Informe resumido, group it by Usuario, and subgroup by Proyecto. This will give you a breakdown of hours worked by each team member per project.

Can I get a weekly overview of my team’s time? #

Yes, use the Informe semanal to track your team’s hours on a week-by-week basis. You can group it by Usuario o Proyecto for more detailed insights.

What if I need a custom report structure? #

If the built-in reports don’t fit your needs, you can export the Detailed report as a CSV and use pivot tables en Excel o Google sheets to create a custom structure.

How can I see if a team member hasn’t tracked time? #

Ve a la Informe semanal, group it by Usuario, and click Mostrar usuarios sin tiempo. Alternatively, you can use the Team dashboard to filter users by date range and check if any have tracked no time.

What should I do if an employee’s time isn’t showing up in my reports? #

If time is missing, check if the employee has tracked time in the correct workspace. They might have created a personal workspace or mistakenly logged time there.