Filter, export, and share reports

Start with scope

Open the intended report or analytics dashboard and confirm the active company. Set the date range, client or company, project, timekeeper, status, source, accounting basis, and other available filters before comparing totals.

Use the same filters in every view being reconciled. A report can legitimately differ from a time-entry list when one includes unapproved, uninvoiced, non-billable, archived, or externally synchronized records and the other does not.

Review before export

Check the report title, period, grouping, units, currency, and time zone. Expand or drill into an unexpected value when supported. Confirm that confidential financial, employee, and client details are appropriate for the intended audience.

Export

Choose the available export action and format. Allow large reports to finish processing before starting another export. Open the downloaded file and verify that filters, headings, dates, totals, and row counts match the on-screen report.

Share safely

Share the exported file only through an approved channel. Explain the company, date range, accounting basis, status rules, and whether uninvoiced or non-billable work is included. A static export does not update when TimeSentry data changes, so include an as-of date.

Resolve a discrepancy

Re-run both reports with identical filters. Check company scope, time-entry chain deduplication, approval and invoice status, rounding, time zone, currency, and integration timing. Preserve the report name and filter values when escalating.