Navigate to the Reports Section:
- Log in to your ReadySetConnect account.
- From the main navigation menu (usually on the left side), click on the "Reports" icon or link. This will open the reports dashboard.
- Within the "Reports" section, choose "Time Sheets". This option is usually found in a sub-menu or as a direct button.
Configure Your Timesheet Filters:
- On the Timesheet page, you will see various filter options to customize your report:
- Select a Clinician: Use the dropdown menu to choose the specific clinician whose timesheet you want to generate.
- Select a Date Range: Click the calendar icon to select the period for which you want to generate the timesheet.
- Select Event Type: You can specify the type of event to include (e.g., "Appointment" or "General Event").
- Select the Status: Choose the status(es) of the events (e.g., "Scheduled," "Completed," "No Show," "Canceled"). You can typically select multiple statuses.
Generate the Timesheet:
- After setting all your desired filters, click the "Generate Time Sheet" button. The system will then display the timesheet entries below the filters, showing details like Date, Event/Appointment, Status, Time In, Time Out, and Duration.
To download the timesheet, click on the PDF or Excel Icon, and the report will be downloaded to your device.
How to Download Your Timesheet:
Once your timesheet is generated, you can download it for your records:
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Locate Download Icons:
- Next to the "Generate Time Sheet" button, you will see two icons: a PDF icon (📄) and an Excel icon (📊, for CSV).
- (Image 4 for visual reference: Shows both PDF and Excel download icons.)
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Click to Download:
- Click the PDF icon to download the timesheet as a PDF file.
- Click the Excel icon to download the timesheet as a CSV file (compatible with spreadsheet programs like Microsoft Excel).
The report will be downloaded directly to your device.
How to Email Your Timesheet:
If you wish to send the timesheet to your Supervisor or other recipients via email, please refer to our dedicated article: "Send Timesheet via Email" for detailed instructions.
Important Notes:
- Ensure your event statuses and time entries are accurate for precise timesheet generation.
- Check your browser's download folder for the exported files.
Video Tutorial: https://youtu.be/_HHpMVTmot4