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See your team's productivity

Compare visits, job revenue and hours for each team member, then look at the time entries and visits behind them.

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Before you start

These reports are under Insights. To learn who can open Insights, and on which plans, see Run a report.

Hours come from the time your team tracks in Clevra. See Review and approve timesheets.

Compare your team

  1. Open Insights.
  2. Under Work reports, select Team productivity.
  3. Under Range, choose a period. The report starts on Last 30 days.
The Team productivity report for the last 30 days, with each team member's visits, job revenue and time tracked

Each team member has one row:

ColumnWhat it shows
VisitsThe visits they were assigned to that start in the range
Job revenueThe revenue of the jobs those visits belong to, before tax. Only people who can see job costs see this column.
Time tracked on jobsHours tracked against a job
General time trackedHours not tracked against a job
Total time trackedBoth together
Job productivityTime on jobs as a share of all their time

Hours are paid time: breaks are left out, and a timer counts once it is stopped. The report shows hours only, never pay.

See the hours behind it

  1. Below the range, select View Timesheets report.
  2. To narrow it, choose a person under Team member, or a kind of time under Category.
The Timesheets report for the last 30 days, with Payable hours, Break hours and Team members above each time entry

The report lists every finished time entry that starts in the range, with its Team member, Date, Start, End, Hours, Category, Status and Job #. At the top, Payable hours totals the paid time, Break hours the breaks, and Team members counts the people. Voided entries are left out.

See their visits

  1. Open Insights.
  2. Under Work reports, select Visits.
  3. Under Assigned to, choose a team member.
  4. To see only finished or unfinished work, choose Completed or Not completed under Completed.
The Visits report with the Assigned to list open, showing the team members to choose from

Select Open on a row to go to the visit's job.

Still stuck?

Contact support