Quick Guides

Explanation of activity auto-grouping and factors
Activity grouping Activity grouping allows you to automatically group activities using a number of different factors (explained below). In order to start, ...
Fri, 10 Jan, 2020 at 11:48 AM
How to train the algorithm
The strategy outlined below gives step by step instructions on how to train the algorithm. We found that this strategy is the most effective as time investe...
Mon, 10 Feb, 2020 at 3:20 PM
How to use the Manual Categorization on time entries
What is Manual Categorization? The Clocktimizer algorithm goes through time entries and categorizes activities in each time entry. With the manual categ...
Thu, 23 Jan, 2020 at 5:18 PM
Set up quarterly year to date reports
Introduction This guide will help you set up a recurring year to date (YTD) report that will automatically be sent to you each quarter, based on the inf...
Thu, 23 Jan, 2020 at 5:10 PM
Clocktimizer and HighQ integration
Clocktimizer has an integration with the HighQ platform. This guide explains how to set up the integration so you can share Clocktimizer reports with your c...
Thu, 23 Jan, 2020 at 5:11 PM
Creating a budget from the Fee Comparison
This guide explains how to use the Fee Comparison to build a budget. If you would like to read about how to build a budget from scratch please see this guid...
Thu, 23 Jan, 2020 at 5:11 PM
How to change the categorization of multiple time cards
There are a few ways the categorization of a time card can be changed or displayed. You have the option of improving the algorithm by providing us feedback ...
Thu, 23 Jan, 2020 at 5:12 PM
Setting a fixed date range in a budget
A fixed date range can be set on a new budget or applied to an existing budget. Setting a fixed date range will always keep the budget on the specified rang...
Thu, 23 Jan, 2020 at 5:12 PM
How do I back up and restore my reports?
If you wish to clear the database of your Clocktimizer environment, you might want to back up your reports (recurring and just the ones created) first. Afte...
Thu, 23 Jan, 2020 at 5:13 PM
Icons in Clocktimizer: Clockticons
Clocktimizer has several icons which can be used throughout the entire tool. This guide explains each icon and what you can do with it.  THE EYE Wha...
Thu, 23 Jan, 2020 at 5:14 PM