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Examples of Popular Reports

Some examples of common reports you may wish to use.

Popular Reports you can run

Reports are a handy way to keep track of your progress. Here are a few examples of popular reports that you might want to run. If you haven't run a Report before, Video — Running a report covers the basics first.

  • Work in progress

  • Payroll

  • Per user/contact/project/task

  • Client timesheet

  • Unbillable time

  • All time

Work in progress:

You can get a WIP report by heading over to the Reports screen and running a Report on billable and uninvoiced time. This can be done from the Options button. You can select any of the other filters you might want too. For example, you might want to run a work in progress report on all users for the ‘Guides’ Project last week.

To get work-in-progress totals for each Contact, click the download icon on the Hours logged by contact card. The CSV's Un-invoiced Time and Un-invoiced Billable Amount columns show what's still to bill for each Contact.

With these Options selected, the summary shows Total hours and Estimated billable, which together give your work-in-progress total.

The Options menu with Include billable time only and Include uninvoiced time only ticked. The summary shows 47.95 total hours and $8024 NZD estimated billable.

Payroll:

You can run a report and then export it for payroll purposes. To do this you would use the filters to select all users' time for the time period your payroll covers. For example, if your employees are paid on the 19th of each month, you can run a report on all users' time between Aug 19th and Sep 18th. Then click the download icon on the Hours logged by user card. The CSV lists each User's total, billable and unbillable hours for the pay period. For a PDF timesheet covering the selected Users and pay period, open the Download menu on the right, opposite Charts and Time Entries, and choose Timesheet (PDF). Select the columns payroll needs, click Generate, then click Download when the confirmation appears. See Export a Report as a PDF.

The Specific Dates time period set from Aug 19, 2026 to Sep 18, 2026.

The Hours logged by user card with the pointer on its download icon, showing the Download CSV tooltip.

Per User/Contact/Project/Task:

If you need to see time for a specific User/Contact/Project/Task then you would change your filters to the time you want to see and run a report on your chosen User/Contact/Project/Task. For example, you want to see all time for the Contact MinuteDock.

Client timesheet:

Filter the Report to the client’s Contact and the period you’re reporting on. Open the Download menu on the right, opposite Charts and Time Entries, and choose Timesheet (PDF). Tick the columns you want the client to see, leaving Rate and Amount unticked if you don’t want to show dollar values. Click Generate, then Download when the confirmation appears. See Export a Report as a PDF.

Unbillable time:

Sometimes you have activities that you do not charge for. This doesn’t mean that you don’t want to track your time spent on them. To run a report on this you would select your chosen filters and then in the options filter select unbillable time. For example, you might want to see all unbillable time for all users this month so you can monitor what unbillable tasks/projects your team need to spend less time on.

The Options menu with Include unbillable time only ticked. The summary shows 2.10 total hours, with the Contact table and User chart below.

All time:

As a business you might want to see all of your time logged. To do this, set every filter to Any, then click All Time, between Last Month and Specific Dates. For example, you might want to see an overview of how time is spent across the company so you can see where to improve.

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