Reporting tools
get_profitability
See revenue, cost, billable hours, and non-billable hours for a specified date range, broken down by a filter dimension.Parameters
Returns
A list ofFinanceProfitability entries with revenue, cost, billable/non-billable hours per dimension value.
get_time_code_hours_logged
See hours logged per time code for the specified time period.Parameters
Returns
A list ofFinanceChartData entries with time code and hours.
get_weekly_time_logs
Get total time logged per week, broken down by total, billable, and non-billable hours.Parameters
Returns
A list ofFinanceTimeWeekSummary entries per week.
get_work_estimate_logged
Get the top 100 items where time logged exceeds the work estimate, for the specified date range.Parameters
Returns
A list ofFinanceWorkEstimateTimeLogged entries with item details, estimate, and logged hours.
get_user_hours_summary
Per-user summary showing job role, total hours, billable hours, non-billable hours, and percentages.Parameters
Returns
A list ofFinanceTimeUserSummary entries per user.
get_item_billable_summary
Per-item billable hours, cost, revenue, gross margin, with container and board context.Parameters
Returns
A list ofFinanceBillableItem entries.
Metadata tools
get_job_role_list
Get the list of configured job roles.Parameters
None.Returns
A list ofConfigJobRole objects with ID and name.
get_cost_center_list
Get the list of configured cost centers.Parameters
None.Returns
A list ofConfigCostCenter objects with ID and name.
get_sku_list
Get the list of stock-keeping units (SKUs).Parameters
None.Returns
A list ofConfigSku objects with ID and name.
get_non_billable_time_code_list
Get the list of non-billable time codes.Parameters
None.Returns
A list ofConfigNonBillable objects with ID and name.
get_billable_time_code_list
Get the list of billable time codes, as used when logging time to items.Parameters
None.Returns
A list ofDataFieldListData with ID and value.
get_crm_list
Get the list of CRM customer records. Use these IDs for Picker fields withCrm scope.
Parameters
None.Returns
A list ofDataCrm objects with ID and name.