Viewing My Summary Report

The "My Summary" report provides a personalized overview of your logged time and estimated payout for a selected period, broken down by project. This report is available to Members, Managers, and Admins.

Accessing the Report

Navigate to Reports > My Summary in the sidebar.

Selecting the Period and View

1. Select Month/Year: Use the Month/Year picker to choose the period you want to view.
2. Select View Mode:
   • Unified: Shows totals for the entire selected month in one table.
   • Split: Shows two separate tables: one for the 1st-15th of the month, and one for the 16th to the end of the month. Use the tabs to switch between these views.
3. Generate Report: Click the "Generate" button to load the data for your selections.

Understanding the Report Table(s)

The report displays one table (Unified view) or two tables (Split view). Each table shows:

• Project Name: The name of a project you logged time against during the period.
• Hours: Your total actual hours logged for that specific project in the period.
• Pay Rate: Your effective pay rate for that project during the period. (Note: This might be your default rate or a project-specific override).
• Payout: The calculated payout for that project (Hours × Pay Rate).

Totals Row: A final row at the bottom of each table shows the grand totals for the period covered by that table:

• Total Hours logged across all projects.
• Total calculated Payout across all projects.

If you haven't logged any time during the selected period, the table will indicate "No time logged for this period."