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Manually Exporting a weekly client report

Time reports are automatically emailed to clients on Mondays at 8 am CT from Trusty Timer. However, you can easily manually export a weekly report to share with your clients. If you’re working with multiple Clients, you’ll run a report for each client.

Video walkthrough

https://zoom.us/clips/share/tUU6rph4STiy-xxlOAy7Zg

Step-by-Step instructions

  1. Navigate to the Time Entries section of the Talent Dashboard.
  2. Select the Client from the dropdown.
  3. Use the date pickers or time shortcuts (e.g. Last Week, This Week) for the time period.
  4. Click Export PDF.
    1. A timesheet will automatically download to your computer.
    2. The document will automatically be titled: your_name_client_name_end-of-period-date.pdf
    3. You can rename it whatever you’d like before sending it.
  5. Repeat the process for all clients.

Viewing your “All Time” total

You can run a report in TT to view the total amount of time you’ve logged since working with Trusty Oak. The total includes time that was logged in our previous time tracking software. To see your “All Time” hours:

  1. Navigate to the Time Entries section of the Talent Dashboard.
  2. Make sure All Clients is selected in the Client filter.
  3. Click the All Time filter shortcut.
  4. Your total hours logged with Trusty Oak will appear in the header next to Hours.