Time Reports show the hours and billable information for each client, project, task, and staff member.

If you are an administrator, you will see all clients, projects, tasks, and staff members for the account. Project managers and regular users will see information only for projects they’re assigned to.

How to Use the Time Report

This video goes over the basics of using the Time Report.

What You’ll See

Reports > Time has a summary panel, which shows Hours Tracked, Billable Hours, Billable Amount, and Uninvoiced Amount for your company.

  • If Time Rounding is turned on, all hours will be rounded according to your settings.

Below the summary is a table with time information organized by Clients, Projects, Tasks, and Staff.

  • Clients
    • The Clients tab shows time information by client, and clicking a client row will show time information for all of the projects belonging to that client.
    • If you click a project name, it will take you to an individual project report.
  • Projects
    • The Projects tab lets you compare all projects to each other.
    • If you click a project name, it will take you to an individual project report.
  • Tasks
    • Under the Tasks tab, you’ll see a color-coded bar graph showing the distribution of hours per task.
    • If you click a task name, it will take you to an individual task report.
  • Staff
    • The Staff tab organizes people by Employees and Contractors.
    • You can scan for people by their pictures, and clicking a staff member’s name will take you to an individual staff report.

To add a photo for a staff member that will appear in the Staff report:

  1. Go to Team.
  2. Click on a person to view their Person Page.
  3. Click Edit Profile (upper right corner).
  4. Go to their Basic Info (left menu).
  5. Under Photo, click Choose File and upload a photo. We recommend that the photo size be 100 x 100 pixels.
  6. Click Save.

Actions

  • You can change the report’s timeframe using the drop-down at the top right. You can also navigate back and forth through time with the arrows at the top left.

  • Check Active Projects Only to remove any archived projects from the report.

  • Export any report you’re viewing from the Export menu.
    • If you’re using iWork Numbers, choose to export to CSV. Files exported to Excel aren’t compatible with Numbers.
  • View a Detailed Time Report for the page you’re viewing by clicking Detailed Report. Clicking the icon next to any hour total will take you to a Detailed Time Report for those specific hours.

  • Print the report by clicking the printer icon.

Individual Project, Task, and Staff Reports

You can view more in-depth time reports by clicking an individual client, project, task, or staff member’s name under their respective tabs.

Client Report

You’ll see:

  • The summary data change to reflect the client.
  • Projects, Tasks, and Staff tabs with billable information for the client.
    • If you click a project, it will take you to a project report.
    • If you click a task row, it will expand to show you the staff who have tracked time to that task.
    • If you click a staff row, it will expand to show you which projects that staff member has worked on for that client.

Project Report

You’ll see:

  • The summary data change to reflect the project.
  • Tasks and Staff tabs with billable and rate information for the project.
    • If you click a task row, it will expand to show you the staff who have tracked time to that task.
    • If you click a staff row, it will expand to show you which tasks that staff member has worked on for that project.
  • A See Project Lifespan link.
    • The Project Lifespan report will show you time and billable information for the entire length of the project. If you have a budget for that project, you will also see budget information under the Project Lifespan report.

Task Report

You’ll see:

  • The summary data change to reflect the task.
  • Projects and Staff tabs with billable information for the task.

Staff Report

You’ll see:

  • The summary data change to reflect that person.
  • Projects and Tasks tabs with billable information for that person.