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How to view time reports

This guide explains how to access and view all time tracking data related to a specific company in your CRM. By following these steps, you'll be able to see which tickets are associated with a company and how much time has been logged for each one.  It also provides an overview of more advanced methods for creating visual reports that display the total time logged per company, using filters and custom data sources.

 

Step 1: In the sidebar, click on CRM , then navigate to Companies

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Step 2: Select the company for which you'd like to view the time report

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Step 3: The company's overview page will open. Click on Associated Records, then select Associated Tickets

Screenshot 2025-07-09 at 14.20.48-1

Step 4: You'll now see a table showing all tickets related to the selected company, along with their tracked time

Screenshot 2025-07-09 at 14.21.18-1

If you want a more advanced way to generate time tracking reports, follow these steps:

Step 1: Go to the sidebar, go to Reporting and click on Reports

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Step 2: Click on the "Create Report" button

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Step 3: Select "Custom Report"

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Step 4: Select "Choose my own data resources"

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Step 5: Set "Tickets" as the primary source and "Companies" as the secondary source . (Note: Companies must be associated with tickets for this work)

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Step 6: Click the "Next" button

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Step 7: Search for "Company name" and drag it to the X-axis. Then search for "Total Time Logged (Hours)" and drag it to the Y-axis. Make sure you're selecting the ticket property, not the company property

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Step 8: You should now see a chart displaying the total time logged for each company

Screenshot 2025-07-09 at 14.24.52

Optional: Filter Out Companies Without Time Logs

If you're seeing too many companies in your chart (which is common), you can filter the results:

  • Click on the "Filters" tab


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  • Select the "Total Time Logged (Hours)" property and set the filter to "Is known"- this will hide companies with no associated time logs

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If you want to see the full list of time log activities, click here.

If you want to learn how to export properties, click here.