Time Report
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. For project managers and regular users, you will see information only for the projects to which you are assigned.
How to Use the Time Report Video
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 and the Uninvoiced Amount 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:
- Go to Manage > People, and click into a person’s profile.
- Under Photo, click Choose File, and upload a photo. We recommend that the photo size be 100 X 100 pixels.
- Click Save.
Actions
- Change Timeframe by selecting a timeframe from 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 are viewing from the Export menu.
- If you are using iWork Numbers, choose to export to CSV. Exporting to Excel is not compatible with Numbers.
- View a Detailed Time Report for the page you are viewing by clicking Detailed Report, or by clicking the icon next to any hour total.
- Print this report by clicking the print icon.
Individual Project, Task, and Staff Reports
You can view more in-depth time reports by clicking an individual Client, Project, Task, and Staff member’s name under their respective tabs.
Client Report
You’ll see:
- The summary data change to reflect the client.
- Project, task, and staff time and 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.
- Task and Staff time, 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 link to see the entire Lifespan of a Project.
- 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.
- A link to Read Project Notes that have been entered for that project under Manage > Projects.
Task Report
You’ll see:
- The summary data change to reflect the task.
- Project and Staff time and billable information for the task.
Staff Report
You’ll see:
- The summary data change to reflect that person.
- Project and Task time and billable information for that person.