Generating Reports

How do I Locate the Reports Section?

On the left-side menu, find and click “Projects”.
Click on All Reports in the upper right.

Select the project you want to work with.

Understand Available Report Types

Inside the Reports section, you'll find multiple categories:

A. Finance Reports

Payments: See a monthly or yearly chart of payments, invoice numbers, dates, and amounts.
Uninvoiced: Lists time and expenses not yet billed, grouped by project. You can invoice instantly from here or export to CSV for offline tracking.
Invoices: View or filter all invoices associated with this project (activecollab.com).

B. Assignment Reports

Projects: Filter and sort projects by status, owner, labels, and more.
Tasks: Dive into task lists—they can be grouped and filtered by assignee, due date, label, project, etc. You can export this as CSV.

C. Time & Expense Reports

Time Report: Choose daily/weekly/monthly/yearly view; group by person, project, job type, and export CSV.
Expense Tracking: Same grouping and export options for expenses.
Estimated vs Tracked Time: Compare your estimated time against actual tracked time.
Project Budget vs Cost: For budgeted projects, shows your total budget vs what’s been spent so far (based on rates/job types) (activecollab.com).

How do I Generate A Projects Report?

Here’s how to create a simple Project Report:

Step 1: In the All Reports section, click on the Projects option.
Step 2:Select the desired filters. You can select from Client, Lead By, Category, Label, Created On, Completed On and Group Results By.

Step 2.1: You can also choose to include the project budget info with the “Show Budget Info:

Step 3:Click on “Run”

Optional. You can save the desired filters as a preset with “Save As Preset”

You can export the project to a .csv file with the “Export to CSV” in the upper right corner.

How do I Generate A Tasks Report?

Here’s how to create a simple Task Report for a project:

Step 1: In the All Reports section, click on the Task option.
Step 2: You can now add the desired filters with the “+” option
There are Projects, Project Category, Project Client, Project Label, Project Leader, Task List, Task Label, Assigned To, Start Date, Due Date, Priority, Tracked Time, Time Estimate, Job Type, Created By, Completed By, Delegated By, Created On, Completed On, Group By as available filters.
Step 3: Once you are done adding filters, click on “Run Report”

Step 3.1 optional: You can save the selected filters with the “Save Presets” option (the Save icon in the upper right corner) for later use.
Step 3.2. optional You can export the report to a .csv file.

How Do I Generate a Time Report?

Step 1: In the All Reports section, click on the Time Report.
Step 2: You can now add the desired filters with the “+” option.
There are Projects, Project Category, Project Client, Project Label, Project Leader, Job Type, Tracked By, Tracked On, Status and Group By as available filters.
Step 3: Once you are done adding filters, click on “Run Report”

Step 3.1 optional: You can save the selected filters with the “Save Presets” option (the Save icon in the upper right corner) for later use.
Step 3.2 optional: You can export the report to a .csv file.

How Do I Generate an Estimated VS Tracked Time Report?

Step 1: In the All Reports section, click on the Estimated VS Tracked Time Report.
Step 2: You will get the entire data for your account which you can filter by user, project and tasks

How Do I Generate an Expenses Report?

Step 1: In the All Reports section, click on the Expenses Report.
Step 2: You will get the entire data for your account which you can filter by time period and cycle through.
Step 3: You can export the report to a .csv file by clicking on the “Export to CSV”

How Do I Generate a Project Budget vs Cost Report?

Step 1: In the All Reports section, click on the Expenses Report.
Step 2: Select the Desired Project by clicking on the “Choose Project” option.
Step 3: This will display the Project Budget Vs Cost for the desired Project

How Do I Generate an Uninvoiced Report?

Step 1: In the All Reports section, click on the Uninvoiced Report.
Step 2: You will get the entire data from your account
Step 3: You can click on the desired Uninvoiced Time and Expenses to turn into an invoice by clicking on “Create Invoice” next to it.
Step 4: You can export this report to a .csv file by clicking on “Export to csv” in the upper right corner.

How Do I Generate the Invoice Report?

Step 1: In the All Reports Section, click on the Invoiced Report.
Step 2: You can filter it by Status, Projects, Client Company, Issued By, Issued On, Due Date, Closed on and Group Results By.
Step 3: Once you are done with the filters, click on “Run”
Step 4: You can also save the filters as a Preset by clicking on “Save As Preset” for future use.
Step 5: You can export the report to a .csv file by clicking on “Export to CSV” in the upper right corner.

How Do I Generate the Payments Report?

Step 1: In the All Reports Section click on the Payments Report.
Step 2: This will display the entire data for your account.
Step 3:You can now filter by Date and cycle through.
Step 4: The Graph will automatically update based on the period and you’ll see the displayed data below.

Assignments Dashboard

On the Assignments dashboard you can get plenty of information about your account. Starting from the upper left corner you have the Projects Overview.

What can I see in the Projects Overview?

You can see the number of opened and completed tasks for selected projects

You can see the estimates VS tracked time for selected projects

You can see the cost VS budget for selected projects

These are displayed each in the adjacent circle and you can also filter by project currency by clicking on the drop-down menu.

How can I filter the Active Projects?

Step 1: Click on the drop-down menu and select any of the following:

Client
Category
Label
Project Leader
Budget type

Step 2: Selecting them will filter and show projects with the desired filter.
Step 3: (optional): You can also click on “Open in Projects Report” to open the Projects Report with the preselected filter.

How can I filter the Open tasks?

Step 1: Click on the drop-down menu and select any of the following:

Project
Client
Project Category
Project Label
Project Leader
Assigne
Job type

Step 2: Selecting them will filter and show tasks with the desired filter.
Step 3: (optional): You can also click on “Open in Tasks Report” to open the Tasks Report with the preselected filter.

How can I Filter the Assignments Dashboard?

Step 1: Click on the “Filter” option in the upper right corner.
Step 2: Select any of the following:

Category
Client
Label
Project lead

Tip: You can select multiple filters.
Step 3: Selecting a filter or filters will filter and show the updates Assignments Dashboard with the desired filter.

How to Open the Project Reports with the Completed Projects filter?

Step 1: Locate the Completed Projects widget in the Assignment Dashboard.
Step 2: Click on the Open in Projects Report

How to Open the Task Report with the Completed Tasks filter?

Step 1: Locate the Completed Tasks widget in the Assignment Dashboard.
Step 2: Click on the Open in Task Report.

How to Open the Task Report with the Overdue Tasks filter?

Step 1: Locate the Overdue Tasks widget in the Assignment Dashboard.
Step 2: Click on the Open in Task Report.

How to Open the Task Report with the Underestimated Tasks filter?

Step 1: Locate the Underestimated Tasks filter widget in the Assignment Dashboard.
Step 2: Click on the Open in Task Report.

How to Open the Task Report with the High Priority Tasks filter?

Step 1: Locate the High Priority Tasks widget in the Assignment Dashboard.
Step 2: Click on the Open in Task Report.

How to Open the Task Report with the No Assignee filter?

Step 1: Locate the No Assignee filter widget in the Assignment Dashboard.
Step 2: Click on the Open in Task Report.

How to Open the Task Report with the Tasks Without Due Date?

Step 1: Locate the Tasks Without Due Date filter widget in the Assignment Dashboard.
Step 2: Click on the Open in Task Report.

How to Open the Task Report with the Tasks Without Estimation?

Step 1: Locate the Tasks Without Estimation filter widget in the Assignment Dashboard.
Step 2: Click on the Open in Task Report.

How to Filter in the Time Dashboard?

Step 1: Click on the Reports tab
Step 2: Click on “Time”
Step 3: Click on “Filter” You can now filter by:

Category
Client
Label
Project lead

Step 4: Select the desired filter.

How can I filter the time period in the Time Dashboard?

Step 1: Click on the Reports tab
Step 2: Click on “Time”
Step 3: Click on “Year” in the upper right corner. You can now filter by

Year
Quarterly
Monthly
Weekly
Daily

Step 4: Select the desired period.
Step 5 (optional): You can cycle through the desired period by clicking on the periods in the upper right corner.

How can I sort the Time Dashboard?

Step 1: Click on the Reports tab
Step 2: Click on “Time”
Step 3: Click on the sorting icon in the upper right corner. You can now sort by:

Client
Category
Label
Project
Leader
Tracked by
Job Type
Task List
Task
Status

Step 4: Select the desired sorting and the Time Dashboard will update.
Step 5 (optional): You can click on the “Open in Time Report” to open the Time Report with the pre-selected options.

How to Open the Time Report with the Non-billable Hours?

Step 1: Locate the Non-billable Hours filter widget in the Time Dashboard.
Step 2: Click on the Open in Time Report.

How to Open the Time Report with the Billable Hours?

Step 1: Locate the Billable Hours filter widget in the Time Dashboard.
Step 2: Click on the Open in Time Report.

How to Open the Time Report with the Pending Payment?

Step 1: Locate the Pending Payment filter widget in the Time Dashboard.
Step 2: Click on the Open in Time Report.

How to Open the Time Report with the Paid Invoices?

Step 1: Locate the Paid Invoices filter widget in the Time Dashboard.
Step 2: Click on the Open in Time Report.

How can I sort the Leaderboard in the Time Dashboard?

Step 1: Click on the Reports tab
Step 2: Click on “Time”
Step 3: Click on the sorting icon. You can now sort by:

Client
Project
Tracked By
Job Type

Step 4: Select the desired option.
Step 5 (optional): Click on any field in the Leaderboard to open it in the Time Report with the selected options.

Who can access the Report Section?

The Owner role has unlimited access to every function and part of your ActiveCollab account, including the Report section, all Dashboards and all Reports.

The Member+ “Manage time and finances” can access the Reports but only financial Reports (Payments, Uninvoiced, Invoices, and Project Budget vs Cost)

Payments - all payments,
Uninvoiced - all open projects, even those they are not included in (but not completed projects),
Invoices - all Invoice reports,

Project Budget vs Cost - only for projects they are included in,

The Member+ “Start projects, manage people, and use reports" can access the Reports tab and all reports except Payments, Uninvoiced, Invoices and Project Budget vs Cost.The Member + with both permissions can use all reports.