Running Your First Report

Reports are where you read the recorded time. The Reports group in the sidebar holds Summary and Custom (described on Custom Reports), and, when Project Manager is on, Progress and Delivery. Each one covers a different kind of question: in Summary you see where the hours went, in Progress you see how the task work is moving, in Delivery you see what finished and what it cost in time, and in Custom Reports you assemble a report of your own. This guide covers choosing the report that fits your question, setting the period and filters, reading the result, and saving the reports you run every week.

Which report fits which question

Summary shows hours for a period, grouped by person, project, or category, with the list of entries behind every number. Use it for questions like what a project cost last month or how the week split between clients. Most reporting happens here, so most of this guide covers it; open Summary under Reports in the sidebar to follow along.

Progress covers tasks rather than hours. It shows throughput, velocity, and capacity for Project Manager work; use it to see whether delivery is speeding up or slowing down. It needs Project Manager.

Delivery shows the tasks that finished in the period, each on the day it finished, with the hours logged against their estimates, the overhead, and the hours logged while tasks were still in backlog. Use it to see what the time actually delivered. Like Progress, it needs Project Manager.

Custom, described on Custom Reports, lets you assemble your own report from Report Cards and share it as a link; Building a Custom Report walks through it.

Setting the period and filters

You frame a report with a period and a set of filters.

The period comes in two kinds. A shortcut (Today through Last 90 Days) is a rolling window: it recalculates every time you run the report. Explicit dates fix one specific period: a billing run, a sprint, a quarter. Choose a shortcut for a question you ask repeatedly, because a saved report can store the shortcut and recalculate it on every load; choose fixed dates for a period that must never drift.

You narrow the entries with filters. Team, Project, and Client narrow who and what; Billable separates client work from the rest; Backlog includes or excludes hours logged while a task was still in backlog. Epic appears only when the period contains epic work.

The State filter appears only when timesheets or billing is enabled, and its options follow what your workflow can produce: Submitted and Approved come with timesheets, Invoiced with billing. Use it to see which hours are still provisional and which have already been billed.

With Tag and Description you search inside the entries themselves.

Reading the result

The Summary page has two tabs. Summary shows the period as a chart, hours by day with billable and non-billable kept distinct, so a light week or a drop in billable hours is visible before you read any number. The total above the chart leaves out hours logged while a task was in backlog; with the Bar Chart selected, those show beside it. List shows every entry behind the totals; open it when a figure looks wrong and you need to see exactly which time produced it.

You also choose the grouping, a two-level cut that should match your question. Group by User for questions about people's weeks, by Project for questions about cost, by Category for questions about the kind of work; the second level (down to individual time entries under User or Category) sets how far the tree drills down. The pie chart alongside shows the same grouped hours as proportions; read it when the question is about shares rather than totals.

Saving the reports you run every week

A saved report keeps the filters, and optionally the period and the grouping. When you click Save Report, you choose which of those to keep. Include Date Range stores a date shortcut so the report recalculates it on every load: a saved last-week report always covers the most recent week. Include Aggregation Settings keeps the grouping, so the report reopens cut the way you left it. Available to All Users, where offered, shares the report with the whole team; share any report the team discusses, so everyone quotes numbers from the same filter set.

If you change the filters or the period of a loaded report, the view is renamed Custom Report until you save it again, so you can always tell a saved report from one you have changed. Load Report brings a saved report back, and Show Global Reports adds the shared ones to the list.

Exporting

You export from Export Report. CSV, Excel and JSON download the filtered entries as data for another tool. PDF and Print produce the formatted report as it looks on screen, with your chart and whichever tab is showing. Get the report right on screen first, then export. Layouts and columns are covered on Printing and Export.

The Progress report

The Progress report opens on a 90-day window. Keep the period long: its metrics are trends, and a week of data is too little to show one. The unit in this report is the task, so the filters start with a task-state choice, finished or in progress, before the usual team and project narrowing.

The chart shows one metric at a time; pick it from the metric selector on the report bar. Click any point to open the tasks or hours behind it. Below the chart, Project Summary shows each project's scope against its actual hours, Capacity Breakdown appears when the period's work carries capacity types, and the Progress Ledger lists every matching task with a Ref linking straight to it.

You export Progress the same way as Summary, with one addition: in Print / PDF you choose which charts and which data sections go into the printed report, so a stakeholder copy can include the velocity chart without the full ledger.

Every field on these pages is covered on Reports Overview, Summary Reports, Progress Reports, and Printing and Export. When the question is about what finished rather than where the hours went, open Delivery Reports; to assemble a report of your own from the Intelligence Reports catalogue, follow Building a Custom Report. To check who has recorded time in a period, the Activity Report Card (AT-110) in a custom report shows each person's hours by day and counts the people who logged nothing.