Understanding Reports in MinuteDock

Reports display your Time Entries based on filters you select. You can filter by time period, User, Contact, Project, or Task, and view the results as charts or a detailed list of entries.

Reports include logged Time Entries only—time currently in the Dock won't appear until it's logged.

To view Reports, click the Reports tab in the main navigation. The Reports screen has a similar layout to Invoicing, so navigation between the two works the same way.

What you see on the Reports screen depends on your permissions. For example, Users without "Report on others' time" permission will only see themselves in the Users filter. Users without access to billing rates won't see dollar amounts or charge rate information.

Reports are built from two types of filters: time periods and categories.

Select the date range for your Report using the time period options at the top of the screen. You can choose from: Today, Yesterday, This Week, Last Week, This Month, Last Month, All Time, or Specific Time (to set your own custom date range).

Narrow your Report by selecting specific Users, Contacts, Projects, or Tasks. Leave any filter set to "Any" to include all entries for that category.

In the Users filter, team members are grouped by their Role. You can select individual Users or select a Role to include all Users with that Role.

You can combine multiple filters. For example, filter by a specific Contact and a single User to see time one team member logged against a particular client.

The Options filters provides additional filters for which Time Entries appear in your Report:

For example, selecting Billable and Uninvoiced shows billable time that hasn't been invoiced yet (a Work in Progress report).

Once you've selected your filters, MinuteDock displays your time data in several ways.

At the top of the Report, you'll see totals for the current filters:

Hover over any of these totals to see a comparison with the same period from the previous time frame.

The default view shows your time broken down into charts. Depending on your filters, you may see charts for: User, Contact, Project, Task, Day, Month, Year, and Charge Rate.

Time-based charts (Day, Month, Year) appear based on the date range you've selected. For example, a Report covering one month won't show a "time by Year" chart.

Each chart displays:

Click Time Entries above the charts to see a list of every individual entry included in your Report. From this view, you can:

You can export your Report data as a CSV file to open in Excel, Google Sheets, or other spreadsheet applications.

Export options:

Exported Reports include more detail than what's shown on the Reports screen. Along with the basic entry information (Contact, Project, Task, date, User, duration, and description), exports also include:

For detailed export instructions, see How to Export a Report.

If you run the same Report regularly (like weekly team hours or monthly client summaries), you can pin it for quick access.

To run a pinned Report, click Run a pinned report and select from your saved options.

For more on managing pinned Reports, see Saving Frequent Reports.

You can also run Reports directly from other screens without setting up filters manually.

Click on any Goal or Budget to run a Report showing time that counts toward that target. You can do this from the Goals screen, or from a Goal tracker on the Time screen. The Report shows the Time Entries contributing to that Goal or Budget.

On the Contacts, Projects, and Tasks screens, each item in the list has a Report button. Clicking it runs a Report filtered to that specific Contact, Project, or Task.