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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 Dates. 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.

Use Specific Dates to choose your own date range.

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 Report you'll see Total hours, Billable hours, Unbillable hours and Estimated billable. Hover over any of the hours totals to compare it with the previous period.

Summary cards for last month: Total hours 67.30, Billable hours 65.20, Unbillable hours 2.10 and Estimated billable $11174 NZD.

Below that, chart cards break your time down by Contact, User, Project, Task, hourly rate and date, with each item's share of the total. Click Table on any card to see the hours behind the chart, or the download icon to save that card as a CSV.

The Charts tab with the Hours logged by contact and Hours logged by user cards, each with Chart and Table buttons and a download icon.

To see each Time Entry in the Report, click Time Entries above the charts. Click an entry to edit it.

For more on each chart, see Understanding Reports in MinuteDock.

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, attached to an Invoice (including a draft), in an approved week, or synced with QuickBooks are locked. Someone who can manage that User's time needs to unlock a locked entry before it can be edited. 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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