Getting Started: Reporting
This guide will walk you through the basics of Harvest reporting.
This guide is for all users and takes approximately 5 minutes to go through.
1. Overview
Harvest offers you several ways to review your time entries. Click on the Reports tab to pull up the Overview screen.
The Overview screen helps you see at a glance how many hours are being accumulated, what your accounts receivable looks like, and where you are in your project budgets. From this screen, you can click on any number to drill down into it for more information.
2. Time Reports
Click on the Reports > Time link to get visual reports of your current time.
Here are the key things to know about how Harvest visual reporting works:
- By default, you are shown the hours for the current week. You can click on the "Change timeframe" link to run reports for different timeframes.
- Harvest reports offers you many opportunity to drill-down for more information. For example, if you want to know more about who worked on a certain project, click on the project's name and you will be presented with a report which breaks down by people and tasks associated with a project. Give it a try. Note the "breadcrumb" that appears in the new report--you can use this to navigate back up the reporting tree.
- To retrieve detailed reports which contain all the entries and notes you may have entered through the Daily view, click on the actual numbers in reports. Clicking on these values will reveal all the entries that make up the sum you clicked on.
- To see hours by people and tasks, simply click on the "View hours by people and tasks" link. Similarly, you can drill down on any person or task simply by clicking on the associated link.
- You can click on the left overlay tabs to see how your hows stack up through various filters such as "billable" or "contractor" hours only.
If you have any further questions about this section, please contact us and we'll be happy to help.