Track: Reports

Use Reports to review time by client, project, person, or tag. The report shows totals based on the entries and access available to you.

Filter a report

To narrow the report: 1. Choose a Period. 2. Select a client, project, person, or tag. 3. Choose whether to include billable or invoiced entries. Select Clear filters to start over. The Summary, Detailed, Billable, and Budgets tabs show different report views.

Read totals

When a rounding rule applies, the report can show Raw and Rounded time. Amount appears only when your access allows you to see rates. If it is hidden for your role, the report and export omit amounts.

Mark entries invoiced or export

To mark entries invoiced: 1. Select the entries. 2. Choose Mark invoiced. 3. Review the confirmation and confirm. Invoiced entries become locked.

To export: select Export, choose a format and options, then start the export. In this demo, some export formats are simulated and may show a mock download message. Check the result before using it as a real report.

Shared sessions

Choose Shared session under Group by to see linked meeting or work entries together. Each person’s hours appear below the session. Four people with one hour each count as four project hours. Your report permissions still apply.