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How to Run a Report

How to use the reports filters to run a report.

Reports have a similar layout to invoicing to make using MinuteDock simple and easy. There are lots of ways you can run a Report and see your time.

The same as invoicing, you can generate a Report based on a time period or a filter. Time periods include today, yesterday, this week, last week, this month, last month, all time and specific time. Filters include Users, Contacts, Projects, Tasks and options.

The Options button gives you the choice of seeing billable and unbillable time, as well as invoiced and uninvoiced time. This can be helpful when you need to see a work in progress report.

You can also use the ‘specific time’ option to choose your own time frame.

You can compare data to monitor your time and work out what you need to work on more or less. You can then head over to Adding a New Goal to set yourself some targets.

To run a Report:

  1. Head to the Reports screen

  2. Choose what you want to include in your Report (time period and category)

  3. See your time displayed as charts or view them as listed Time Entries.

At the top of the page you'll see some useful numbers. Your Report is broken down to show total hours, billable hours, unbillable hours and estimated billable total. When you hover over each one it will also show you a comparison of the same time frame from the previous time period.

The charts will show you time broken down by hours/minutes and also as a percentage of overall time. You can also view each individual Time Entry included in the Report by clicking the Time Entries subsection above the charts, here you can edit entries to add or change any details.

Export or send your Report

Once your Report shows what you need, open the Download menu on the right, opposite Charts and Time Entries.

Choose Timesheet (PDF) for a printable timesheet. Tick the columns you want to include, click Generate, then click Download when the confirmation appears.

Choose Time entries (CSV) for a spreadsheet containing every field you have permission to view for each Time Entry in your Report.

Bulk-edit historic Time Entries from a Report

The Reports screen is the fastest way to edit a large group of Time Entries that share something in common, for example every entry against a Task you've just made billable, or every entry for a Contact that needs re-tagging.

  1. Go to the Reports screen

  2. Filter the Report down to the entries you want to change. You can combine Contact, Project, Task, User, date range, billable status, and invoiced status filters to narrow the result

  3. Switch the Report view to Time Entries (above the charts) to list the individual entries rather than the chart summary

  4. Click any entry to open it and make changes. Edits save straight back to the original Time Entry on the Timesheet

Repeat across the filtered list to work through the entries quickly. There's no single bulk-edit screen at this stage to change all the selected entries at once.

⚠️ Important: Entries on or before the Account lockout date, in a locked day or week, or attached to an Invoice (including a draft) are locked. An Admin must unlock an existing locked Time Entry before editing it. Saving the edit locks it again. This applies even when more than one lock reason is present. If the entry is attached to an Invoice, its Contact cannot be changed, even while it is unlocked. See Locking and Unlocking Time Entries.

💡 Tip: For a larger one-off change, our team can review whether a bulk update is suitable. Tell us which entries should change and the result you need. If you are already chatting with us, ask for the conversation to be passed to the team. Otherwise, email team@minutedock.com. The team will confirm the scope before making changes.

Video guide: Reports

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