Reports about resource assignments and hours worked
SECURITY Refer to Required Permission for each report
NAVIGATION Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.
Standard reports
Assignments by resource
| Required Permission |
Security level with access to Projects > Other > Can view legacy projects dashboard |
| Path |
 > Projects > View > Dashboard > My Projects Summary > Resources > Assignments by Resources |
| Description |
Project assignments for selected resources during a defined date range, grouped by resource. Can be sorted by Start or End Date. |
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Hours worked by resource
| Required Permission |
Security level with access to Reports > Resources category |
| Path |
> Reports > Report Categories > Resources > General section |
| Description |
Daily resource hours for the time sheet period that contains the selected date. Helps you check if everyone is filling in their timesheet. |
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Hours worked by resource and task/ticket
| Required Permission |
Security level access to Reports > Resources category |
| Path |
> Reports > Report Categories > Resources > General section |
| Description |
The number of hours worked on tickets, tasks and internal time in the selected date range, grouped by resource. Can be filtered by department. |
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My Work History
| Required Permission |
All users |
| Path |
> Home > Reports > My Work History |
| Description |
Summarizes the hours resources worked for the selected customer during the selected date range. Can optionally filter by project, and include completed tickets. |
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Labor by internal time and resource
| Required Permission |
Security level with access to Reports > Resources category |
| Path |
> Reports > Report Categories > Resources > General section |
| Description |
Summarizes the hours resources tracked against internal time codes during the selected date range. Note that the system internal time codes (Personal Time, Sick Time, Vacation time, Floating Holiday) will not appear on the report's internal code picklist because they are part of the time off policies.
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Monthly hours worked / Internal cost by resource
| Required Permission |
Security level with and access to Admin or Reports, and Admin > Resources/Users (HR) security level permission. |
| Path |
> Reports > Report Categories > Resources > General section |
| Description |
Hours worked by all resources for a specified calendar year, broken down by month. The internal cost of the labor is displayed when the "Amount" radio button is selected. |
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Project hours by resource
| Required Permission |
Security level with access to Reports > Resources category |
| Path |
> Reports > Report Categories > Resources > General section |
| Description |
Project hours worked by the selected resource in the selected date range. |
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Resource hours by billing code
| Required Permission |
Security level with access to Reports > Resources category |
| Path |
> Reports > Report Categories > Resources > General section |
| Description |
Hours worked by selected resources in the selected date range, for work types associated with the selected department, sorted by work type and internal time code. After the report is generated, you can sort on multiple fields. |
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Resource hours detail
| Required Permission |
Security level access to Reports > Time & Expenses category or
Reports > Resources category |
| Path |
> Reports > Time & Expenses tab > Timesheets or
> Reports > Report Categories > Resources > General section
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| Description |
Details about tasks, tickets and regular time for specified resource(s) and a specified date range, sorted by resource or organization and project. This report shows both pre-billed and billed work. |
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Resource assignments and appointments
| Required Permission |
Administrator or Manager security level. May be published to other security levels, departments, or resources.
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| Path |
> Reports > Resources tab > LiveReports
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| Description |
Shows all items in Autotask that are assigned to a resource. Can be filtered by item type. |
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Tasks and tickets due by resource
| Required Permission |
Security level with access to Reports > Resources category |
| Path |
> Reports > Report Categories > Resources > General section |
| Description |
Displays all tasks and tickets due within the selected due date range, grouped by resource. For tasks, you can exclude tasks by Project Type. |
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Year over year resource hours analysis
| Required Permission |
Security level with access to Reports > Resource category AND Admin > Resources/Users (HR) permission |
| Path |
> Reports > Report Categories > Resources > General section |
| Description |
All resource hours and internal costs for last year, current year, and last 90/30/7/1 days. Select check box to include inactive resources. |
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LiveReports
Hours worked by resource, contract category, & work type
| Required Permission |
Administrator or Manager security level. May be published to other security levels, departments, or resources.
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| Path |
> Reports > Resources tab > LiveReports
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| Description |
This report provides a summary of total hours worked by Resource, with further groupings by Contract Type, Contract Category, Activity Type, Work Type and Internal Time. |
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Back to resource reports
Assignments by resource
Resource assignments and appointments
