Accessing Reports
Navigate to Reports from your dashboard to see time breakdowns across clients, projects, tasks, and team members.
Group By
Group your reports by any dimension to see exactly where time is going:
- Client -- total hours and revenue per client
- Project -- breakdown by project across all clients
- Task -- granular view of individual task time
- Team Member -- who worked on what and for how long
- Label -- custom label-based grouping
Switch between groupings without leaving the report view. Combine with date range filters to analyze any period.
Exporting Reports
Export reports as PDF or CSV from the report view:
- PDF exports include time breakdowns, hourly rates, and totals -- formatted for client invoicing
- CSV exports provide raw data for spreadsheet analysis
Go to any client or project report and click the export button in the top right.
Filtering Reports
Narrow reports by:
- Date range (today, this week, this month, custom range)
- Client
- Project
- Team member
- Billable vs. non-billable time
Tips for Useful Reports
- Review tagging accuracy first -- reports are only as good as the data behind them
- Use Group By to find patterns -- high time on unexpected projects often reveals scope creep
- Export weekly for billing -- consistent exports reduce end-of-month scrambles
- Compare periods -- use date ranges to spot trends in utilization and allocation