Reports

Filter your projects, tasks and activity:

If you want to build a custom report — like all the tasks completed for a client, all the activity inside one project or all the active projects/tasks for the past month, etc. — General Report is what you need. You can create a wide range of report variations, combining the available filters.

• Filter by dates range, groups, projects, team members, clients, etc.
• Compact and detailed views — show or hide project/task info or all the activity
• Customize the report columns and sort by any column
• Export to CSV/Excel
• Print View

Aggregates the hours spent on tasks:

If you need to to find out what your team is spending their time on — Time Report can help you. This report cab be useful for generating invoices, as the data can be exported into CSV and then imported into your invoicing software.

• newGroup hours by tasks or people
• Filter by dates range, groups, projects, team members, clients, etc.
• Drill down to the Progress Notes details
• Customize the report columns and sort by any column
• Export to CSV/Excel
• Print View

Workload Reports help you visualize and plan your team's workload based on the number of tasks assigned or Estimated Hours in those tasks.

Current Workload Report shows the total of assigned tasks/hours for each team member:

newThe List View shows the hours in a table format, grouped by users:

Daily Workload Report shows you the distribution of tasks/hours through the next X days:

• Run reports by the number of tasks or Estimated Hours in those tasks
• Filter by groups, projects
• Exclude weekends and tasks with no deadlines
• Set top workload limit for a visual reference when somebody is overloaded
• newSplit Estimated Hours between Team members (when running the report by Hours)
• Export to CSV / Excel
• Print View