Summary Reports
The Summary Report provides a comprehensive breakdown of all logged time entries across your organization.
Toolbar
The toolbar runs across the top of the page and contains the date range picker, filters, and report actions.
Date Range
On the left side of the toolbar, a date range picker lets you choose the reporting period. Click the date fields to open a calendar, or use one of the built-in shortcuts.
Use the left and right arrow buttons beside the picker to step through periods. The step size matches whatever range is currently selected — if you are viewing a week, the arrows move by one week; if viewing a month, by one month; and so on.
Filters
The filter buttons in the centre of the toolbar narrow the time entries by who logged them, which project and category, which client, and whether they are billable. Project filters by category; click a project's name to select all of its categories at once. Backlog separates hours logged while a task was still in the backlog (Backlog Only) from the rest (Forward Only). State appears only when timesheets or billing are on, and Epic appears only when the results include an epic. Clear Filters resets them all.
Actions
On the right, Load Report and Save Report open your saved reports (see Saved Reports below), and Export Report opens the export menu, described on Printing and Export.
Summary and List Tabs
Below the toolbar, two full-width tabs let you switch between Summary and List views. Your selected tab is remembered between sessions.
Summary Tab
The Summary tab displays your time data as charts and a grouped data grid.
Chart
The top card shows a chart of hours by date. A switch at the top left of the chart changes between a Bar Chart, with each day's billable hours stacked under its non-billable hours, and a Line Chart with a line for each. Your choice is remembered.
Total hours and billable hours are displayed above the chart. Total Hours leaves out hours logged while the task was in backlog; with the Bar Chart selected, those appear beside it as "+H:MM backlog". The billable figure counts backlog hours only when Include backlog hours in billing is on under Organization Settings > Billing.
Grouping
Below the chart, two dropdowns set how the grid is grouped. The first groups it by User, Project or Category, and the second chooses what each group breaks down into; its options change with the first.
Data Grid
The data grid displays the grouped data as a tree. Rows can be expanded to reveal nested detail. A toggle switch in the header of the first column expands or collapses every row. Your expand preference is remembered.
Every grouping shows Hours (in HH:MM format) and % (percentage of the total) columns. Other columns vary with the grouping — for example, User > By Time Entry includes Category, Task (if Project Manager is enabled), Description, and Date columns.
Clicking a user, project, or category name in the grid applies it as a filter. Switch to the List tab to see the individual time entries.
Pie Chart
To the right of the data grid, a donut chart shows the proportion of hours by project. Each slice uses the project's colour. Hover over a slice to see the project name, hours, and percentage.
List Tab
The List tab shows a flat table of every individual time entry matching the current date range and filters.
A header above the grid shows Total Hours for the filtered entries, with the billable hours in parentheses. It is counted the same way as on the Summary tab, but without the backlog figure beside it.
Saved Reports
Saved reports let you store a combination of filters, date range shortcut, and aggregation settings under a name for quick recall.
Saving a Report
Click Save Report in the toolbar. Enter a name and choose which parts of the current configuration to include.
Include Date Range saves the selected date shortcut, so a report saved on Current Month always opens on the current month; it appears only while a shortcut is selected. Include Aggregation Settings keeps the grouping, and Available to All Users, which only the owner can turn on, shares the report with everyone in the organization.
The team, project, client, tag, billable, state, and description filters are always included in the saved report. The backlog and epic filters are not saved.
Loading a Report
Click Load Report in the toolbar. A panel lists your saved reports with a search field. Toggle Show Global Reports to include reports shared by other users. Click a report name to apply it. Use the refresh button to update the list, or the delete icon to remove a report you own. Admins can delete any report.