In this article, you'll learn how to use the reports page to gain insights into your registrations. We'll show you how to filter, group, customize columns, approve or reject entries, export data, and create invoices.
Filtering
The more registrations you have in TimeChimp, the harder it becomes to see everything at a glance. That’s where filters come in.
You can filter in several ways:
Using the buttons above the table
By clicking the three lines in the column headers
Via the filter menu on the right side of the table
If you hide columns, only filters for the visible columns will be shown. You can combine multiple filters to display only the data that’s relevant to you.
Columns
You can decide which columns are visible in your overview and in what order they appear.
How to adjust the columns:
Click Columns in the top-right corner
Select which columns to show or hide
Drag the columns in the panel on the right or directly in the table to rearrange them
Each user can create their own view, so you always work with the information that matters to you.
Saving Your Own View
After setting your filters and arranging the columns, you can save the layout as a personal view.
How to save a view:
Set up the overview the way you want
Click Save view in the top-right corner
Give your view a name
Your saved views remain available, so you can quickly return to frequently used insights—such as all non-submitted hours or leave grouped by employee.
Note: Once a view is saved, only the name can be changed. The column selection is fixed.
Not satisfied with a view? Delete it and create a new one.
Grouping
Grouping helps you cluster data based on a specific column, such as employee or project.
How to group data:
Click Group in the top-right corner
Drag a column to the grouping area above the table
Example: Filter on a specific project and group by employee to see the total hours worked per person.
It’s not possible to apply multiple groupings or to include grouped views in exports.
Approving or rejecting
In the Overviews screen, you can approve or reject your colleagues' registrations. Select the rows you want to approve, click Actions in the upper right corner, and choose Approve or Reject.
If you approve the hours, they cannot be edited and are considered "final."
If you reject the hours, the employee can edit them and resubmit them for approval.
Want to edit the hours first? Choose Change status to Open. You can then edit the hours without requiring action from the employee. Once the hours are correct, you can approve them in the usual way without resubmitting them.
Exporting
TimeChimp allows you to export your data. Ideal for further analysis outside the platform.
How to export data:
Apply filters and select the data you want to export
Click Export
Choose the desired file format from the dropdown
Invoicing
From Overviews, you can easily and quickly invoice your registrations. Start by selecting the registrations you want to invoice, which can include hours, expenses, and/or mileage. Your selection is saved when you switch to a different registration type. Then click Actions > Invoice or Invoice in bookkeeping system in the upper right corner.
If you don't invoice in TimeChimp but still want to mark the hours as invoiced, choose Actions > Change status to Invoiced. The hours will then be marked as invoiced, which is super handy for your administration.
Statuses
In the Overviews screen, we have different statuses for registrations, but what do they mean?
Registered - The registration has been created.
Submitted - The registration has been submitted for approval.
Approved - The registration has been approved.
Disapproved - The registration has been disapproved.
Booked - The registration has been booked.
Invoiced - The registration has been (or will be) invoiced.
Registration History
Want to see what happened to a registration? You can check its full history.
How to view the history:
Make sure the status column is visible
Click on the status of a registration
A pop-up will appear showing the registration history, such as when it was created, approved or invoiced (including invoice number, if applicable)
So, filter, group, and customize your Overviews page to your heart's content! And don't forget to approve, export, and invoice like a boss.