Time Tracking Reports

The Reports tab generates formatted time reports suitable for client billing, internal review, payroll processing, and compliance documentation. Transform raw time entries into professional summaries with configurable parameters and export options.

Note: This is a Pro feature.

Interface Overview

The Reports view provides report configuration and generation:

Filter Controls

Period Selection: Define report date range:

• This Week
• Last Week
• This Month
• Last Month
• Custom Range (precise start/end dates)

User Filter: Include specific team members or all users.

Project Filter: Report on specific projects (if multi-project).

Report Options

Report Type: Select format and focus:

• Summary Report
• Detailed Report
• Client Report
• Team Report

Grouping: Organize entries by:

• Date
• User
• Task
• Project

Include Options:

• Notes/descriptions
• Billable status
• Task codes
• Subtotals

Output Section

Generated reports display in-page with export actions.

Report Types

Summary Report

High-level overview with aggregated totals:

Contents:

• Period covered
• Total hours
• Billable/non-billable split
• By-user totals
• By-project totals

Use case: Executive summaries, quick overviews.

Detailed Report

Full entry-level listing:

Contents:

• Every time entry
• Date, user, task, duration
• Notes for each entry
• Running totals
• Daily subtotals

Use case: Audit trails, comprehensive records.

Client Report

Professional format for external sharing:

Contents:

• Clean presentation
• Company branding (if configured)
• Billable entries only (or option)
• Task descriptions without internal codes
• Summary and optional detail

Use case: Invoice attachments, client communication.

Team Report

Focus on individual contributions:

Contents:

• Per-member breakdown
• Individual totals
• Daily patterns
• Comparison metrics

Use case: Performance reviews, resource planning.

Configuring Reports

Date Range Selection

Preset Periods:

1. Click period dropdown
2. Select from options (This Week, Last Month, etc.)
3. Report recalculates

Custom Range:

1. Select "Custom" from dropdown
2. Pick start date from calendar
3. Pick end date from calendar
4. Click Apply

User Filtering

All Users: Report includes entire team Specific Users: Select individuals to include Your Time Only: Filter to just yourself

Project Scoping

When working with multiple projects:

• Select specific project for focused report
• Or include all for aggregate view

Grouping Options

How entries organize in report:

Choose based on report audience and purpose.

Report Content Options

Include Notes

When enabled:

• Entry descriptions appear
• Useful for justifying time
• Adds report length

When disabled:

• Cleaner, shorter report
• Just facts: task, duration, date

Show Billable Status

When enabled:

• Each entry marked as billable or not
• Subtotals by billable status
• Essential for billing reports

When disabled:

• Simplified view
• All entries treated equally

Task Codes

When enabled:

• Task identifiers shown (PROJ-123)
• Reference for follow-up
• Technical audience

When disabled:

• Task names only
• Cleaner for clients

Subtotals

When enabled:

• Running totals per section
• Daily subtotals
• Category subtotals

When disabled:

• Just grand totals
• Faster to scan

Generating Reports

Preview

Before export, preview in browser:

1. Configure report parameters
2. Click "Generate" or "Preview"
3. Review output on screen
4. Adjust parameters if needed

Refresh

After parameter changes:

• Click Refresh to regenerate
• New data appears immediately
• Previous preview replaced

Exporting Reports

Export Formats

PDF: Professional document format

• Print-ready
• Consistent rendering
• Client-safe

Excel (XLSX): Spreadsheet format

• Editable
• Sortable
• Pivot table capable

CSV: Simple data format

• Maximum compatibility
• Import to other systems
• Lightweight

Export Process

1. Generate desired report
2. Click Export
3. Select format
4. File downloads to browser

File Naming

Exported files named systematically: TimeReport[Project][DateRange].xlsx

Example: TimeReportAcmeCorp2024-01-01_2024-01-31.pdf

Client Report Best Practices

Preparation

Before sending to clients:

1. Review all entries for accuracy
2. Check task names are client-appropriate
3. Verify billable markings correct
4. Remove internal notes if needed

Presentation

Professional reports include:

• Clear header with company name
• Defined period
• Organized sections
• Professional totals
• Contact information

Frequency

Common client reporting cadences:

• Weekly: Active projects, close oversight
• Bi-weekly: Standard engagement
• Monthly: Retainers, ongoing work
• Per-project: Milestone billing

Internal Report Uses

Payroll Processing

Time reports support payroll:

1. Generate team report for pay period
2. Export to Excel
3. Match against payroll system
4. Resolve discrepancies

Performance Reviews

Reports inform reviews:

1. Generate individual report
2. Compare to expectations
3. Note patterns and trends
4. Discuss in review meeting

Project Post-mortems

After project completion:

1. Full project time report
2. Compare to estimates
3. Identify estimation gaps
4. Document lessons learned

Budget Tracking

Ongoing budget management:

1. Regular project reports
2. Compare to budget allocation
3. Alert on overruns
4. Adjust forecasts

Report Sections

Header

Top of report includes:

• Report title
• Date generated
• Period covered
• Generated by (user)
• Filters applied

Summary Section

Quick facts:

• Total hours
• Billable hours
• Non-billable hours
• Entry count
• User count (team reports)

Detail Section

Entry-level data (if detailed report):

• Each entry as row
• All selected fields
• Grouped per configuration
• Subtotals per group

Footer

Bottom elements:

• Grand totals
• Notes/disclaimers
• Page numbers (PDF)
• Generation timestamp

Advanced Features

Saved Report Configurations

Save commonly used setups:

1. Configure report parameters
2. Name the configuration
3. Save for future use
4. Load saved config next time

Note: Feature availability varies.

Scheduled Reports

Automatic report generation:

• Configure report parameters
• Set schedule (weekly, monthly)
• Reports generated automatically
• Email delivery to recipients

Note: Feature availability varies.

Report Templates

Custom templates for branding:

• Company logo
• Custom colors
• Footer text
• Contact information

Note: Requires Pro+ or Enterprise.

Troubleshooting

Report shows no data:

• Verify date range contains entries
• Check user filter includes people with time
• Confirm project filter matches logged entries
• Try broader date range

Totals don't match expectations:

• Check filters applied
• Some entries may be excluded
• Verify billable status filtering
• Compare to Log tab with same filters

Export fails:

• Check browser pop-up blocker
• Verify download permissions
• Try different format
• Clear browser cache

PDF looks different than preview:

• PDF renders with print styles
• Some elements may shift
• Preview is approximate
• Test export before sending

Excel opens blank:

• File may be downloading
• Check download folder
• Excel may need to enable content
• Try CSV as alternative

Permissions

Report access follows time tracking permissions:

Some report types may be restricted to managers and above.

Pro Feature Details

Reports is part of the Pro plan. Without Pro:

• Basic export available in Log tab
• Formatted reports unavailable
• Client report generation restricted

What Pro Adds

• Multiple report types
• Professional formatting
• PDF export
• Advanced grouping options
• Saved configurations

Related Features

Log Tab: Raw entry management Charts Tab: Visual analysis Costs Tab: Financial reports Export (Log): Basic data export