Help > Reports & Project Budgets
You can simply click on the hours in the reports and a pop-up of detailed tasks, people, and hours will be displayed. See screenshot:
From the Reports home screen, click on “Total Hours.” This will list all hours broken down by all people and tasks for the given time period.
Yes, you can export out a CSV spreadsheet (which can be opened by Excel) with an additional column which will have these values to assist you in your reporting. To turn this feature on, go to Manage > Account Settings, click on Edit Preferences and change option for Export round-off.
Once the round-off preference is on, your hours will also be rounded for new invoices you create.
To print the reports, you can just click on the More Actions pulldown menu on the reports page, and select either Print or Export to Excel.
Export to Excel will download a CSV file to your computer, which you can easily open in Microsoft Excel, Google Docs, or any other spreadsheet program.
To print the report as a PDF, select that Print option, and in your printer window that pops up, select Print as PDF.
Yes, Harvest exports your data as Timer IIF files. You’ll first need to set up Harvest for QuickBooks export. From there, you can go to Reports > Time, and on the All Clients and Projects report (or on any client’s report), click on the More Actions button and you’ll find the QuickBooks option.
This is unfortunately a bug with Microsoft Excel, and their poor support of UTF-8. To go around the problem, please follow these steps:
- After downloading the export, change the .csv extension to a .txt extension. For example, save it as “report.txt”.
- In Excel, Open File > Filetypes: Text files: .prn, .txt,*. csv and open your report.txt file.
- Check the “delimited” radio button, if you see the option.
- In the list of character encoding options, select 65001: Unicode (UTF-8).
The other option is to use OpenOffice or Google Spreadsheets (both are free).
Assuming a project is already set up with a budget by task hours:
- Browse to Reports > Project Status > Project Budget
- You can either click on the arrow next to the Project to get a quick view, or click on the project in question
- You should see a visual report of your tasks hours against your project budget.
Here’s a screenshot what the budget report will look like:
If you do not see this, it’s most likely that the budget is not set up correctly. To set up a budget for the project: under Manage > Projects, on a project’s page scroll down to the Budget section, and select Task Hours, you can then scroll down to the Tasks section and put in budgeted hours for each task.
You sure can. On each project (under Manage > Projects), under the Budget section, check the box “Show budget report to all employees and contractors” (note that this option will only show up if you have chosen a valid budget method).
If you are getting the following error message from Excel for Mac 2008 upon opening a report exported from Harvest:
“Excel cannot open this file. The file might have been damaged or modified from its original format.”
Please check that you have all the latest updates installed. In Excel’s Help menu select “Check for Updates” and install any pending ones. Microsoft had provided an update for the issue, and you should be able to open the exported reports with newer versions.
If you get any errors with the export process, please write to us via support, noting the precise version of your software. You can get version information by selecting “Excel” in the top menu then clicking “About Excel”.
Our Excel export was tested to be compatible with
- Microsoft Office 2007
- Microsoft Office 2010
- Microsoft Office 2008 for Mac (after applying latest updates from Help > Check for Updates)
- Microsoft Excel Viewer (free from MS)
- Open Office 3.2 series or newer (free on windows/mac/linux)
- NeoOffice for Mac
and possibly Microsoft Office 2003 after installing a 2007 compatibility pack from Microsoft.
Note: one major program is missing from our compatibility list is Numbers from iWork. It has only partial support for the newer Office documents. Apple will release a fix for this eventually, till then one workaround is to select “Export CSV” from Harvest instead of “Export to Excel”.