Resource Allocation

AccountSight has a very rich and powerful reporting tool along with the time and billing software. It gives an array of options for the users to slice and dice data for analysis and present reports for time, expenses and invoices separately. These reporting features make AccountSight a unique employee time management software.

1. Summary Report: Monthly breakdown of time spent by person on projects (for 12 month or a quarter). Displayed by person or project. Filter the report by customer, project, person and department. 

Follow the steps below for Resource Allocation Report:

1] Login to AccountSight account as Admin. You can also login as a Project Manager. Admin has access to the whole database whereas Project Manager has access only to his project database.

2] Go to Reports tab.

3] Within Reports, go to the Resource Allocation Report

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4] Choose the filters as per your requirement. Select the Time Period. Select the Person(s) and Department(s). 

5] Click on Search. The consolidated list will be displayed below.

6] Once you have your desired list of entries, you can transfer the data into files. Click on Export to get the data in an Excel file.

7] Click on Get PDF to get the data in a pdf file.

8] Click on Print to get a printout of the datasheet.

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 2. Detail Report: Monthly and weekly(quarter) breakdown of time spent by person on projects. Displayed by person or project. Filter the report by customer, project, person and department.

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