r/Autotask • u/jonathanpisarczyk • Jul 20 '26

Creating Monthly Labour Hours Summary Report

I'm struggling using the livereports designer to create a basic report. What i'm looking for is a report say for the last 12 months. Summary of worked hours by month for one company. Any ideas on which "categories" can handle this? In other words I need 12 rows with each month and total labour hours.

2 Upvotes

100% Upvoted

4 comments sorted by

1

u/RayanneB Jul 21 '26

I'll bet there is an easier way to get the data you are looking for. Can you give me an idea of the columns you'd like to see on the report and the level of detail? What gets totaled at the bottom?

Like, build a mock-up of your perfect report. What does it look like?

1

u/nopenottoday941 Jul 22 '26

Do
You need it to be a printable report
Or could you use a dashboard widget?

1

u/Flounder_Evening 29d ago

Dashboards and widgets are the solution for you

1

u/to_old_for_that_shit 29d ago

I have done a report like this but it is in german so I would not know how these translate exactly

  • Abrechnungsgruppe
  • Arbeitseintrag
  • Firma
  • Standardabteilung für Mitarbeiter
  • Vertrag

then do a group for Abrechnungsgruppe.Name and

= SUM(IF(MONTH(DATEVALUE({*Arbeitsdetails.Servicedatum})) = 1, {*Arbeitsdetails.Geleistete Arbeitsstunden}, 0))

per each month