Time Management Reports

All your activity in one place

Report Overview

The Time Management Report, accessible via the Time Management tab on the Reports page, provides a detailed chronological log of all staff activities. This report is the primary tool for verifying EVV (Electronic Visit Verification) data, calculating billable hours, and reviewing visit notes.

1. Report Filters & Generation

To generate a specific data set, use the controls at the top of the Time Management page:

• Date Range Picker: Select the start and end dates (e.g., 03/01/2026 – 03/20/2026) to isolate a specific pay period or billing cycle.

• Search Button: Refreshes the grid with data from the selected dates.

• Custom Report Button: Allows you to jump to the custom report builder if the standard columns do not meet your needs.

• Export Options: Use the CSV or PDF buttons to download the report for payroll processing or external audits.

• Favorite (Star Icon): Click the star to save this report to your Favorites sidebar.

2. Column Definitions

The Time Management grid includes 11 specific columns to provide a complete picture of each task:

Column Name	Description
Date Entered	The date the staff member officially logged the entry into the system.
Project	The specific case or service authorization the task is linked to (e.g., Project for Johnny Delta).
Task Name	The specific title of the activity (e.g., Second Shift, MT Task, or Phone Call).
Type	The category of service provided (e.g., Physical Therapy, CBS Visit, Visit, Habilitation).
Activity Date	The actual calendar day the work was performed (may differ from the Date Entered).
Start Time	The exact time the staff member clocked in or started the task.
End Time	The exact time the staff member clocked out or finished the task.
Hours	The total duration of the task calculated in decimals (e.g., 1.00 for 1 hour, 0.13 for 8 mins).
Comments	Brief text entries provided by the employee during the task log.
Employee Name	The full name of the staff member who performed the work.
Notes	Additional administrative or clinical notes attached to the specific visit record.

3. Grid Control Icons (Top Right)

Use these interactive tools to manipulate how the data is displayed:

• ![columns_icon] Columns: Hide non-essential fields (like "Notes" or "Comments") to focus strictly on Hours and Employee Names.

• ![filters_icon] Filters: Isolate specific data, such as showing only Type = "Home Visit" or a specific Employee Name.

• ![density_icon] Density: Choose "Compact" to view more of the 1902 records on a single screen.

• ![export_icon] Export: Quickly download the filtered view into a spreadsheet.

• ![save_icon] Save View: Save your preferred column arrangement and filters for future use.

Data Export Actions (Top Right)

On the Time Management Reports page, situated above the data grid, you will find these two essential buttons:

• CSV Button: Instantly downloads the currently filtered data into a Comma Separated Values file. This is the preferred format for importing into payroll software or performing advanced calculations in Excel.

• PDF Button: Generates a clean, print-ready document. This is typically used for official record-keeping, attaching to clinical files, or providing documentation during an audit.

4. Operational Best Practices

• Payroll Accuracy: Sort the report by Employee Name to quickly total the Hours column for a specific pay period.

• Compliance Checks: Monitor the Type column to ensure that services requiring GPS/EVV (like Home Visits) have corresponding start and end times.

• Audit Trail: If a claim is rejected for "Invalid Time," use the Task ID (accessible via the Columns tool) to cross-reference the original Timesheet entry.

• Before hitting the CSV button, use the Filters icon to select your specific pay period date range. This ensures your export contains only the relevant hours for that cycle, saving you from manual cleanup later.