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Get insights and take action with timeChimp's overviews page

How to filter, group, approve, export and invoice your registrations like a boss!

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Written by TimeChimp
Updated over 2 weeks ago

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.

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