Time & Reporting
Is there a bookmarklet for logging time?
Indeed, there is. If you pull up the full Enter Time form, shown below, you’ll see a link next to the Enter Time button, titled “Tempo Bookmarklet”. This is a custom link for your account, which is why we can’t just list it here in the documentation.
Clicking the link launches the bookmarklet. To install it in your browser, simply click on and drag the link into your browser’s Toolbar, or Bookmarks Bar, and you’ll readily have access to it no matter what webpage you’re on.
Is there a Dashboard Widget for Mac OS X?
We do have a Dashboard Widget for OS X, you can download it here.
It’s rather straight-forward to use and it installs just like any Mac OS X Dashboard Widget. Unzip the zipfile, and double click the tempo.wdgt file inside, which will install it to your Dashboard. Once installed, it looks like this:
To use the Widget, it must be configured for your account. Hover your mouse over the bottom right corner of the Widget as shown above and click the i icon button that appears to flip the widget to the back panel, so you can set your login information. For the Site field, you must provide the HTTPS URL for your site’s particular domain. For example, since our subdomain is zetetic, in the site field we enter
https://zetetic.keeptempo.com. Notice that we used https to begin the URL.
Flip the app back over to the front and you’ll see that the widget provides the same command line text interface that’s available inside the web application. Simply type in what you’re working on to start a timer, or enter time you want logged.
- Is there a timer I can use for reporting?
- Text Entry Cheat Sheet
- Is there a browser bookmarklet for logging time?
Is there a Windows Sidebar Gadget?
Unfortunately, we haven’t had time to put one together. An alternative would be to use our web browser Bookmarklet in your favorite web browser. It provides a button in your toolbar that allows you to launch a quick pop-up window for logging some time — identical to the mobile interface.
What's the difference between Time and Reports?
When you log into Tempo, you’ll find two interfaces that look pretty similar at first glance. The Time screen shows you the complete log of all your time, always. It’s designed to be a quick stop where you can get an idea of where your personal time is going.
One of the most useful pieces of this screen is what we call the Heads-Up Display, the set of blue boxes shown in the screen above. It gives you a great overview of your billing for the day, yesterday, week, and month. The line graphs provides a visualization of the last seven days’ time, and if you click it, you’ll be presented with a utilization bar graph for the same time period:
You could say that the Time screen is a narrowly tailored version of the Reports screen, as it only presents time entries associated with your user account, and your own performance metrics in the Heads-Up Display. When you first load up the Reports screen, it actually uses almost the same settings, but provides you with far more information and powerful set of filters for changing the current report:
Here we can see a more powerful Heads-Up Display (each metric is a link that will produce a visualization chart relevant to the metric), and the basic reporting interface, with some sensible defaults. Don’t be deceived by the brevity of the interface when it initially loads, the “Add/Remove Filters” pop-up menu let’s you dial in any settings you need to filter your report.
How do I lock time entries or mark them as billed?
Keeping an accurate historical record is important. At times you may wish to lock time entries so that they cannot be edited or deleted later. For example, you may want lock a set of time entries after preparing an invoice, or tag them with a label like “billed.”
Start by creating a report that contains the time entries you would like to lock, and then click the lock entries link in the upper right corner of the report menu. Tempo will then lock every entry in that report. Once you lock a time entry, the entry displays a small lock icon on the left side, and the edit/delete options to the right disappear.
To unlock a locked entry, simply click on the lock icon, and the icon will disappear as the other controls become available again. Only project managers, account managers, and the account owner may unlock time entries that have been locked.
You may also lock individual entries by editing the time slip and toggling the ‘lock entry?’ check box, shown below.
If you’d prefer to use Tags to report on, or to exclude, billed time (which we highly recommend), the process is very simple. First, go to the Reports screen and pull up the set of time entries you wish to bill you client. You probably want to select the particular project(s) and the time period, like “Month to date.” Once the report is loaded, click the “Batch tagging” link at the top-right of the report.
This will load the Batch Tagging interface, show below. You can use this to add a tag like “invoiced” to all the entries in the current report.
Later, when doing future billing reports, you can use the Exclude Tags filter to exclude all entries that have been tagged “invoiced.”
How can I use Tags to organize my time?
When you enter time in Tempo, you will want to categorize your records for easy retrieval and reporting later. Instead of “tasks” attached to a project, Tempo uses tags as a way to dynamically organize your time entries.
You can use tags to track tasks – but you can also do so much more! Add them on the fly with no upkeep to track related keywords or sub-projects. Use tags to track locations (such as “onsite”), activities (“development”), who you spent the time with (‘john meeting’), or anything else about a time entry that you might wish to know later while reviewing your projects.
Once your entries are tagged you can create reports in the Time and Reports page or view a chart of tag distributions.
How do I create a saved report?
You can easily save any report that you have on screen by clicking the Save as report template link to the right of the ‘Load this Report’ button.
This will bring up a dialog allowing you to give the report a name. Tempo then stores the search criterion as a template that appears in the left sidebar under ‘Your Reports’. You can access that report later by clicking on the link, or subscribing to the report’s own RSS feed.
Where can I access charts for my reports?
First, go to the Reports screen and dial in the time entries you’re interested in. Then, click the “Add Charts + Graphs” option that appears at the top of the Results window to display the different chart options.
As you choose from the options, Tempo will create the graph and place it just above the time slips in the Results window. For more information regarding the types of charts, click here.
How do I print a report?
When you’ve dialed in the report you want on the Reports screen, you can use your web browser’s print function to get a simple print view of all the entries in the reports. Below is a screen shot of the print preview in Apple’s Safari web browser:
Is there a timer I can use for reporting time?
Due to popular demand, we added a timer feature to Tempo (we were originally opposed to the idea!) You can now start a timer by any method that you use to create time entries. Creating a time entry without specifying a time increment will automatically start a timer. We actually find this to be handiest and quickest way to stream what we’re working on into Tempo.
Starting a second timer will stop any other running timers. Using the restart/stop links to the left of the entries allows you to clock in and out of different tasks, so you can effortlessly switch between projects without disrupting your work flow.
Can I create invoices from my reports?
We realize that it’s important to be able to bill your clients for the time you’ve logged into Tempo. Since there are a number of well-established and professional solutions for invoicing available, we’ve been working to provide you with easy ways to integrate with some of the most common methods and services.
Note: This is an integration feature that is only available to paid accounts. This feature is unavailable to Adagio (Free) and Andante accounts.
In the Reports section, you will see a ‘Create Invoice’ option in the lower right hand corner of the Filter Time window. Create a report containing all the time slips you want to appear in the invoice, and click on that option. A new Invoice window will appear where you can choose to integrate with Quickbooks or Blinksale to create your invoice.
One important thing to remember is that Invoicing in Tempo works just like Reports, Charts, and Exports: what you see is what you get. When you create an invoice, Tempo assumes that you want to invoice for the time entries it is currently showing, based on the date range you’ve selected, and filters by any users, projects, or tags that you’ve selected. By default we populate the memo field with a description of the time entries you are invoicing for, to make this clear.
There are currently two different Invoice types in Tempo, Quickbooks and Blinksale.
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Using Batch Tagging
Using the ‘batch tagging’ link is a great way to edit and manage your tags.
Adding and Deleting a Tag
The easiest way to add a new tag to a group of time entries is to create a report view that contains all the time entries you want to change, and use the batch tagging options. After clicking the Batch tagging link in the upper-right-hand corner of the Results panel, a new panel appears with all the tags that appear in the current report.
Dragging a tag to the trash can will delete that tag from all the entries in the current report. To add a new tag to all the entries, write your tag name in the text box and toggle the ‘add to all’ checkbox before clicking the add button.
Editing a Tag
Sometimes you need to change the name of a tag of fix up mis-tagged entries. Start by creating a report of all the time entries tagged with the typo, and then click ‘Batch tagging’:
In the Batch Tagging panel, enter the name of the new tag, say fixed and click add. You will see fixed appear among the other tags. Now to replace typo with fixed, simply drag typo over on to fixed. In other words, the tag you are dragging will be replaced with the one your are dropping it onto.
After you refresh your tags, you will see that all instances of typo have been replaced by fixed.