Time Report

The Time Report shows how much time has been tracked across all projects and lets you filter out results in various ways. All the tasks and projects in the report are clickable.

Who can see the Time Report?

This report is available to Owner and Member+ users with the option to start projects, manage people and use reports.

How can I access the Time Report?

Step 1: Click on Reports
Step 2: Click on All Reports
Step 3: Click New Report under Time Report.
Video tutorial: https://vimeo.com/1131394384

How can I use the Time Report?

Step 1: Click on Reports
Step 2: Click on All Reports
Step 3: Click New Report under Time Report.
Step 4: Click on Add Filter and select all of the desired filters from the following:

Projects
Project Category
Project Client
Project Label
Project Leader
Job Type
Tracked By
Tracked On
Status
Group By

Step 5: Click on Run report once you are done adding filters.
Video tutorial: https://vimeo.com/1127254399

How can I save a Preset in the Time Report?

Step 1: Click on Reports
Step 2: Click on All Reports
Step 3: Click New Report under Time Report.
Step 4: Click on Add Filter and select all of the desired filters from the following:

Projects
Project Category
Project Client
Project Label
Project Leader
Job Type
Tracked By
Tracked On
Status
Group By

Step 5: Click on the Save Preset icon once you are done adding filters.
Step 6: Enter the preset name.
Step 7: Mark “Visible to me” if only you wish to see it. Leaving this unchecked makes the preset available to all users.
Step 8: Click on Save.
Video tutorial: https://vimeo.com/1131399003

How can I use a Preset in the Time Report?

Step 1: Click on Reports
Step 2: Click on All Reports
Step 3: Click Open Preset under Time Report.
Step 4: Select the desired preset from the list.
Optional: On Step 3, click on New Report. Then click on Presets in the upper left corner and select the desired one from the list.
Video tutorial: https://vimeo.com/1131399462

How can I edit a Preset in the Time Report?

Step 1: Click on Reports
Step 2: Click on All Reports
Step 3: Click New Report under Time Report.
Step 4: Click on Presets in the upper left corner.
Step 5: Click on the “...” next to the desired Preset.
Step 6: Click on Edit
Step 7: Enter the new preset name.
Step 8: Change “Visible to me” if only you wish to see it. Leaving this unchecked makes the preset available to all users.
Step 9: Click on Save.
Step 10: Add/Remove desired new filters.
Step 11: Click on the "Preset icon" to save these new filters to your selected preset.
Video tutorial: https://vimeo.com/1131400040

How can I duplicate a Preset in the Time Report?

Step 1: Click on Reports
Step 2: Click on All Reports
Step 3: Click New Report under Time Report.
Step 4: Click on Presets in the upper left corner.
Step 5: Click on the “...” next to the desired Preset.
Step 6: Click on Duplicate
Step 7: Enter the new preset name for the duplicate.
Step 8: Change “Visible to me” if only you wish to see it. Leaving this unchecked makes the duplicate preset available to all users.
Step 9: Click on Save.
Video tutorial: https://vimeo.com/1131400716

How can I delete a Preset in the Time Report?

Step 1: Click on Reports
Step 2: Click on All Reports
Step 3: Click New Report under Time Report.
Step 4: Click on Presets in the upper left corner.
Step 5: Click on the “...” next to the desired Preset.
Step 6: Click on Delete
Step 7: Click on Delete to confirm.
Video tutorial: https://vimeo.com/1131401238

How can I export a .csv file from the Time Report?

Step 1: Click on Reports
Step 2: Click on All Reports
Step 3: Click New Report under Time Report.
Step 4: Click on Add Filter and select all of the desired filters from the following:

Projects
Project Category
Project Client
Project Label
Project Leader
Job Type
Tracked By
Tracked On
Status
Group By

Step 5: Click on Run report once you are done adding filters.
Step 6: Click on the Export to csv option next to the Run Report
Video tutorial: https://vimeo.com/1131401824

How can I add/remove columns from the Time Report?

Step 1: Click on Reports
Step 2: Click on All Reports
Step 3: Click New Report under Time Report.
Step 4: Click on Add Filter and select all of the desired filters from the following:

Projects
Project Category
Project Client
Project Label
Project Leader
Job Type
Tracked By
Tracked On
Status
Group By

Step 5: Click on Run report once you are done adding filters.
Step 6: Click on the Project Option icon below the Run Report
Step 7: Select/Deselect the desired columns. You can choose from: Job type, Tracked on, Client, Project, Task, Description, Status.
Video tutorial: https://vimeo.com/1131402674