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 screen in the main navigation. The Reports screen has a similar layout to Invoicing, so navigation between the two works the same way. For a run-through of building and running a Report, see Video — Running a report.

What you see on the Reports screen depends on your permissions. For example, Users without See & report on others' time only see themselves in the Users filter, unless they can report on Users with the same Role or manage other Users. 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.

The Reports date filter uses the date on each Time Entry. Choosing "Include invoiced time only" under Options changes which entries are included; it does not change the date filter to the Invoice date. For example, August work on a September Invoice is still August work in the Reports date filter.

The work date is the date on a Time Entry. The Invoice date is the date on the Invoice. The due date is when payment is due; it does not show when payment arrived. A payment date records receipt in the system that tracks payments. Neither an Invoice date nor a due-date filter establishes which Invoices were paid in a month. To find work by Invoice month, see the invoice-month CSV steps.

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 Dates (to set your own date range).

Narrow your Report by selecting specific Users, Contacts, Projects, or Tasks. Each of these filters has a Filter mode:

The Contacts, Projects and Tasks lists also include No Contact, No Project and No Task, so you can find time that's missing one. If you manage other Users, the Users filter also shows My Team.

A Time Entry can have more than one Task. When the Tasks filter is set to Except, MinuteDock leaves out any Time Entry that has one of the ticked Tasks, even if the entry also has other Tasks. Your filter modes are kept when you pin the Report or share its address.

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 filter gives you additional control over 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 Total hours, Billable hours or Unbillable hours to see the percentage change from the previous period, for example "from August" on a September Report.

The summary cards follow your Options filter. With billable time only, you'll see Total hours and Estimated billable. With unbillable time only, you'll see Total hours.

The default view breaks your Report down in a set of chart cards. Each card shows the share of your total hours for each item:

The time chart's scale depends on how long a period your Report covers. About two weeks or less shows hours by day, up to about five weeks by week, up to about a year by month, and anything longer by year.

When a card has a lot of items, the chart groups the smallest into Other, for example "Other (2 projects)".

Hover over any part of a chart to see that item's name, Short Code, hours and share of the total.

If your Report is filtered to a single Contact, the Hours logged by contact card is left out, because all the time belongs to that Contact.

Click Table at the top of a card to swap the chart for a table. The table lists each item's Hours Logged and Share, with a Total row at the bottom. Click Chart to switch back. MinuteDock remembers which view you chose for each card.

A table shows up to 25 rows. Anything after that is combined into one Other row. The card's CSV lists every item individually.

Click the download icon at the top right of a card to download that card's data as a CSV. See Export a Report as a spreadsheet (CSV) for what the file includes.

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

Open the Download menu on the right, opposite Charts and Time Entries to choose an export format:

To download the data behind one chart, click the download icon at the top right of its card. The Contact, User and Project cards download each item's total, billable, unbillable, invoiced and un-invoiced hours and amounts. The Task, hourly rate and time cards download hours only.

If Expenses are enabled for your Account, the Download menu also includes an Expenses CSV download.

CSV exports 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), they also include:

PDF exports include only the columns you tick when generating the file: Date, User, Contact, Project, Tasks, Description, Hours, Rate, and Amount. The PDF lists entries in date order and finishes with a totals row. Charts are not included in PDF exports.

The address in your browser updates as you change a Report's date range, Users, Contacts, Projects, Tasks or Options. To share the exact Report you're looking at, copy the address from your browser and send it to a teammate. When they open it, MinuteDock loads the same filters, so they don't need to set the Report up again.

A shared link never shows a teammate more than their own Permissions allow:

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 Pinned Report and choose one from the list. The Report opens with your pinned name as its title, and the pin button turns orange.

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.