> For the complete documentation index, see [llms.txt](https://help.agencydesk.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.agencydesk.io/admin/reports/manager-time-recon.md). # Manager Time Recon Review billable and non-billable Task time across each Account Manager’s Jobs, select managers by Department, inspect month detail, and export period totals to Excel. **Manager Time Recon** compares billable and non-billable Task figures on the Jobs managed by each Account Manager. Use it to review patterns across a book of work, then open the contributing Tasks or Jobs for the details. Open **Reports** in the left-hand navigation, then the **Manager Time Recon** tab. It uses the same Task chart and detail controls as [User Time Recon](/admin/reports/user-time-recon.md), with the grouping described below. ## Choose the managers and period {% stepper %} {% step %} ### Choose Account Managers Open **Select Managers**. Search for a person or Department and tick individual managers, or use a Department checkbox to select everyone listed beneath it. Clear removes your choices and returns to all available managers. {% endstep %} {% step %} ### Check what Department selection means The Department labels are the managers’ profile memberships. Selecting a manager under Design still reviews billable and non-billable Task work on their whole book of Jobs; it does not filter that book to Design Tasks. A manager in several Departments has one shared selection. {% endstep %} {% step %} ### Set the range and Task scope Choose Last 3, 6, 12, 18 or 24 Months, including the current month. Set Only Completed Tasks according to whether you want completed work or the available work still in progress. {% endstep %} {% endstepper %} ## Same Task charts, different grouping Each selected manager has **Time Recon Summary** and **Time Efficiency Summary** charts. Hover for a chart amount, then click a Task-time bar to inspect the reported Tasks for that manager and month. Search and sort the popup, and use its Task, Job and Client links for follow-up. The manager view groups delivery time by the Account Manager responsible for the Job, rather than by the person doing the work. It does not display the User Time Recon combined Overall Total charts, Working Hrs line, or individual Totals & Performance cards. Its Excel export also omits Meetings and Working Hrs. See [User Time Recon](/admin/reports/user-time-recon.md) for the Task segments, colours and step-by-step month-detail workflow. The bars are a starting point for investigating the estimates and work; a manager’s total is not a measure of that manager’s personal hours or capacity. Time Recon Summary separates billable and non-billable work using the same blue/teal and grey segments as User Time Recon. Time Efficiency and financial measures remain billable-only. Manager Time Recon has no individual performance-score export option. ## Export Manager Time Recon to Excel {% stepper %} {% step %} ### Prepare the scope Choose managers, the month range and Only Completed Tasks setting. {% endstep %} {% step %} ### Download the report Click the **Export to Excel** icon. In **Export Manager Time Recon**, choose **By department** or **One list**, then click **Export Excel**. The **.xlsx** filename identifies Manager Time Recon and the selected date range. {% endstep %} {% step %} ### Read the totals By department groups managers by their profile Departments, adds Department totals and finishes with **All departments — Total (each person once)**. One list gives each manager one alphabetical row, a Department column and one Total. Both layouts have separate Billable and Non-Billable Estimated, Tracked, Used Estimated, Unused Estimated and Overrun hours. Financial columns appear only for the Account Owner / Super User. {% endstep %} {% step %} ### Avoid duplicate counting In the By department layout, a manager in several Departments appears with the full figures in each. Those Department totals overlap; use the final each-person-once row. One list avoids that repeated grouping. Hours are decimal values: **1.50** means one hour and thirty minutes. {% endstep %} {% endstepper %} ## Why look at it this way Individual delivery and portfolio scope are different questions. A pattern across one Account Manager’s Jobs is a reason to check quoting, Task estimates, changes in scope and client commitments alongside the people delivering the work. {% hint style="info" %} **Great for** an Account Executive review. If several people have overruns on the same manager’s Jobs, open the month to find whether they share a Client or type of work. That gives the meeting a concrete place to start with scope and pricing. {% endhint %} * Repeated overruns across a book — inspect estimates and scope changes. * Unused estimates — check whether work finished below estimate or remains unstarted. * A spike in one period — open the Task detail before treating it as a sustained trend. Read this alongside [Recon](/jobs/recon.md) on individual Jobs to review their reconciliation, and [Active Jobs](/admin/reports/active-jobs.md) for the current Job and document position. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.agencydesk.io/admin/reports/manager-time-recon.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. 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