Reports
The Report feature in TeamBoard TimePlanner helps you track variances between the plan and the actual work logs, and understand how each team member spends time across projects. It provides an interactive report that gives managers an overview of capacity, scheduled, logged, and overtime/undertime hours for specific members, with flexible filtering by date range, projects, teams, or individuals.
This guide will show you how to use the Report feature effectively to gain insights into resource utilization, review progress, support analysis, or share reports with stakeholders.
Let's dive into:
Report Overview
There are options to filter the report:
Project: Choose one or many projects to view related data.
Team / Members:
Team: Select one or more teams to filter the report.
Members: Choose specific team members to narrow down the data.
Date Range Picker:
Dynamic Range: Select a relative date range (e.g., This week, Last 30 days). The report updates automatically as time progresses.
Fixed Range: Select a custom date range. The start date and end date will be fixed.
4. Filter Controls:
You can customize the report view types by:
Approved / Pending / Rejected Timelogs: Show work logs based on status
Capacity vs Scheduled: Show capacity and scheduled time bars
Scheduled vs Logged: Show scheduled and logged time bars
Days/ Weeks / Months: Group the data by days, weeks, or months within the selected time range
2. Report View
TeamBoard TimePlanner supports 2 options to view the Report: Flat view & Hierarchy view
2.1 Flat View:
Flat view provides you with detailed statistics reports for Members, Projects, Tasks, or Time Off
Members:
Display reports for specific team members based on their capacity hours, scheduled time, logged time, and overtime/undertime insights.
Projects & Tasks
Show reports for each project/task, detailing the total time scheduled, time logged, and the variance between scheduled and logged hours.
Time off:
Capture and track the time off / leaves of team members within a specified time range.
2.2 Hierarchy View:
This view allows users to gain deeper insights into all work logs with feature grouping by projects, tasks, and author in the hierarchy view in reports.
You can also drag and drop to reorder the options in the hierarchy view.
The “Scheduled Time” button allows users to compare logged time against scheduled time.
3. Export Report
To export the report, simply click on the 
icon to export it into an Excel file.
