Summary Reports

The Summary Report provides a comprehensive breakdown of all logged time entries across your organization. Open it by selecting Reports > Summary from the sidebar.

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 centre of the toolbar contains filter buttons. Each opens a dropdown for selecting which data to include:

• Team — Select one or more users. Includes search and a clear button.

• Project — Select one or more categories, or click a project name to select all of its categories. Includes search, Select All Categories, and Clear All Categories.

• Client — Select one or more clients.

• Billable — Filter by All, Billable, or Non-Billable.

• State — Filter by entry state (All, New, Submitted, Approved, Invoiced). This filter is only visible when timesheets or billing are enabled: Submitted and Approved appear when timesheets are enabled, and Invoiced appears when billing is enabled.

• Backlog — Filter by All, Forward Only, or Backlog Only: whether the time was logged against a backlog task.

• Tag — Type to search and add tag filters as chips. Available on the Pro plan.

• Description — Free text search across entry descriptions. Available on the Pro plan.

• Epic — Select one or more epics. Only visible when epics are enabled and the current results include at least one epic.

A Clear Filters button resets all filters to their defaults.

Actions

On the right side of the toolbar:

• Load Report — Opens a list of previously saved report configurations. Search by name, toggle Show Global Reports to include reports shared by other users, or use the refresh button to update the list. Click a saved report to apply its filters, date range, and aggregation settings. Delete a saved report using the delete icon beside it.

• Save Report — Saves the current filter and aggregation configuration under a name. Options include Include Date Range (saves the selected date shortcut), Include Aggregation Settings, and Available to All Users (makes the report visible to everyone; available to Owners and Admins). Saving with an existing name prompts for confirmation to replace.

• Export — Opens the export menu. See the Printing and Export page for details.

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 toggle switch in the top-left corner lets you switch between Bar Chart and Line Chart. Your preference is remembered.

• Bar Chart — Stacked bars for each day showing billable hours (bottom) and non-billable hours (top).

• Line Chart — Two lines: one for billable hours, one for non-billable hours per day.

Total hours and billable hours are displayed above the chart.

Grouping

Below the chart, two dropdowns control how the data grid is organized:

• Primary Category — Choose User, Project, or Category.

• Aggregation Method — The available options depend on the primary category:

• User primary: By Project, By Category, By Time Entry.

• Project primary: By User, By Category.

• Category primary: By User, By Time Entry.

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 aggregation method — for example, User > By Time Entry includes Category, Task (if Time Flow 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.

Pagination options: 10, 25, 50, or 100 rows per page. Your page size is remembered.

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 displays Total Hours, with the billable hours highlighted in parentheses, for the filtered data.

Columns:

• Category — Colour swatch, category name in bold, and project name.

• Task — Epic reference and task reference with title. Only shown when Time Flow is enabled.

• Description — The entry's description text.

• Username — The user who logged the entry.

• Hours — Duration in H:MM format.

• Date — Entry date and time.

Pagination options: 10, 25, 50, or 100 rows per page. When there are no matching entries, the message "NO RECORDS FOUND" is displayed.

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 — If a date shortcut is active (e.g. "Current Month"), it is saved with the report. When loaded, the shortcut recalculates to the current period. This option only appears while a shortcut is active.

• Include Aggregation Settings — Saves the primary category and aggregation method.

• Available to All Users — Makes the saved report visible to everyone in the organization. Only available to Owners and Admins.

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 reload the list from the server, or the delete icon to remove a report you own. Admins can delete any report. Deleting asks for confirmation.