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New & Improved Reporting Coming Next Tuesday

Five years ago, we created Harvest with two goals: to take the pain (and ugly) out of time tracking, and to create a powerful report that’s easy to read by normal people like you and me. What we came up with was a deceptively simple and visual interface on top of layers of complex data. You can quickly glance at a report and find out what projects are consuming the most of your business’s time, and click one button to see distribution of billable hours.

Over the years, the reporting tool became more sophisticated with even more data: billable amount, budget, invoiced vs uninvoiced hours, etc. Frankly, the original interface structure is not holding up to the amount of data points Harvest supports today.

Late last year, we set out to improve Reports. We started with a customer survey, and thanks to your participation, we received a ton of amazing feedback. We sifted through your comments and boiled everything down to a few major goals, providing us with a solid direction as we began our overhaul of Reports. We’ve been working hard on this project since January, and have internally nicknamed the project “Reports 2.0.” Here’s a preview:

project-time-tracking-report

We’ve broken up the goals into different milestones, and the initial release of Reports 2.0 is coming Tuesday, March 8th. Here are some of the highlights that you can expect:

  1. Blazing fast report render – Our development team rebuilt the reporting engine from scratch, taking advantage of some of the cool, new things that came from Rails 3.
  2. A spanking new Staff report – This is one of the highest requested reports from the survey, and we added a few bells and whistles to make it easier to scan the report.
  3. Improved navigation and data layout – You’ll see a brief summary of important data points on top, and a clearer table structure makes it easier to digest numbers and details.

And there are many more improvements and surprises for you to uncover next week. Our design and development team have poured their hearts into this project and it’s a work of beauty. We can’t wait to share the fruits of our labor, and thank you all for your patience, support and feedback!

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This was posted in Behind-the-Scenes, New Features, Product News, Time Tracking.
  • This. Looks. Incredible.

  • Having recently met with my accountant, I would have loved a comprehensive “End of Year” report. Something that quickly tells me income, expenses, invoices outstanding.

    I think it would be helpful to see a visual comparison of two time periods. For example, it would be nice to compare quarters, years, or even months for a single criteria like income, hours, or expenses.

    Also, I’d like to see a built-in way to track Internal stuff that doesn’t show up the larger reports. I know you can create yourself as a “client”, but it would probably save users some time to have that feature out of the box.

    This looks great, keep up the good work. Sorry for the feature requests, I know you’re working hard on ’em and more.

  • Jim Kring on March 2, 2011

    Looks nice and I can’t wait to see it. I’ll echo Prescott’s desire to be able to separate out internal vs. external projects in reports.

  • Utilization reporting would be a wonderful addition for future versions. Right now we have to download data, do a fair amount of tweaking, and put it into a pivot table.

  • Prescott, there is already an existing (albeit, basic) End of Year report.

    Just set up your Fiscal Year as an optional timeframe under Invoices > Report beforehand, pick Paid (income) or Sent (invoices outstanding), then compare the two numbers. There’s no expenses option, but you could at least use the other tools. Or maybe you already are; just wanted to make sure you knew about this functionality.

    Same goes with the custom reporting; that’s entirely possible with the current tools. Just nothing visually appealing, well, unless you love data tables. Mmm, data tables.

  • How is this going to affect the reporting API?

  • Are any of these tools going to be available for the invoicing area of Harvest? I don’t use the time tracking facility and would love to be able see reports on highest paying clients etc.

  • i love you guys!

  • Jeannine on March 3, 2011

    My biggest frustration is I can’t close a month, if it ends during a week. It looks the entire week for the employee. Have you fixed that?

  • Kevin / Netais LLC on March 3, 2011

    >>”And there are many more improvements and surprises for you to uncover next week.”

    I hope you are kidding here; some of us are far too busy to uncover surprises. This, BTW, looks terrific. C’mon Tuesday.

    Kevin M.

  • Love it! Can’t wait to get to use it

  • Can’t wait! Lovely job as always :)

  • Looks great — thanks for keeping up the good work with these enhanced features!

  • This is great! Thank you, guy! I’ve been enjoying Harvest for over a year now!

  • This is why I love Harvest!

  • Can’t wait to see it. The staff breakdown is something I’ve been wanting for a while. Harvest is just awesome!

  • I cant help but feel that other updates would have been more important.

    After just reviewing the ever growing list of feature requests, maybe a public vote on prioritising which updates could be next.

  • Nate Roman on March 3, 2011

    Looks great… we need to be able to edit/adjust our payroll cycles on the timesheets. We pay on the 15th and the last day of the month.

    Getting approved timesheets for that cycle is not happening right now with the current setup. Would be so Awesome if you made that update!

  • This is why I will always support Harvest. Ongoing software development love. Thanks!

  • I would like a Timeframe option for “last 1 year” or “last 6 months” so that I can just bookmark a Detailed Report showing all unbilled hours I have.

    To do that right now I can just make a custom timeframe and bookmark that; but I have to change the timeframe and replace the bookmark every month.

  • The App just gets better.

  • These reports are great but I’d argue multiple currency support and VAT support are much more important functions.

    Where are you in terms of implementing them?

    Thanks.

  • I also like to stress the multiple currencies… I travel frequently from the US to Canada, and now have to enter the Canadian dollar amount in the comment field, and get a separate calculator to find the US dollar amount.
    Then at the end of the month when I have to generate reports for client, consulting firm
    and myself I have to manually add all the foreign currency amounts…
    Having a separate currency field would be the biggest time saver for me (and for many traveling consultants).
    Generally – Harvest is a great tool though.

  • So excited for this, we don’t utilize the billable / non-billable features enough…

  • This is great thanks for improving the reporting.

    are you guys located in Boston?

  • Dan Sheetz on March 4, 2011

    Looks like a great improvement. Thanks for the continued fine work, folks.

  • Reporting improvements are always welcome and appreciated and I a sure there are a million ways you could have sliced and diced it.

    Which is why the exports are so important and why my biggest request is the ability to relate hours (and expenses) billed with the invoice number they were billed on.

    I have to take a guess when I pull the hours out in a spreadsheet and the invoices out in a spreadsheet (of course if I bill in full detail then I have it but most of my customers don’t like the lengthy invoice that way).

    All your updates are great and the software is wonderful.
    Keep up the great work.

  • Merrell-Ann Phare on March 6, 2011

    I love Harvest and what would make it even better was if total hours was also shown on the bottom of an invoice. Every client asks for that, and either I or they have to add it up manually. Would be great if you could add that element….

  • Kevin / Netais LLC on March 6, 2011

    @Merrell-Ann Phare..
    +1
    +100
    +1000

  • Just wanted to say – My invoicing process has been considerably streamlined since I started using Harvest. That means I don’t procrastinate billing or sending reminder emails. and THAT means I get paid more often!

  • Not sure if this made it into the new set of features or not, but it would be very helpful to allow a budget for expenses on top of budgeting a project hourly by task. This would then hopefully allow the expenses to be deducted from the project total cost.

  • Sounds great.

    Looking forward to this.

    CG

  • great addition, when does it become available?

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