Reports and saved reports

Reports turn your tracked time and expenses into totals you can read, share, and export. They live under Reports, with a row of views across the top and a custom builder for everything else. What financial detail you see depends on your role: members never see money, so several views and columns are managers-only.

The report views

The sub-navigation across the top of Reports holds these views:

• Time — hours by person, with a billable split. Available to everyone; members see hours only, without any billable amount.
• Profitability — revenue, cost, profit, and return on cost. Managers only.
• Detailed time — a raw list of entries in a range. Available to everyone, though members see only their own time and no money.
• Detailed expense — expenses grouped by category. Managers only.
• Invoicing — invoiced totals, payments, receivables, and what is still uninvoiced. Managers only.
• Saved reports — your saved templates.

The first tab, Create a report, is the custom builder covered below. When a money view is opened by a member, the page simply says "This report is available to managers only."

Building a custom report

Create a report is a flexible builder. On the left, the Inputs panel has two sections:

1. Fields — how rows are grouped: Client, Project, Task, Teammate, or Date. Add as many as you need.
2. Metrics — the columns: Hours, Billable hours, and, for managers, Billable amount, Cost, and Margin. The three money metrics never appear for members.

Above the table, the period bar sets the range. Pick Week, Month, Quarter, Year, Fiscal year, or Custom, then step through periods with the arrows. Alongside it are quick filters for client, project, teammate, and billable status.

Switch between Summary and Detailed with the toggle. Summary rolls entries up by your fields (choose Grouped or Ungrouped); detailed lists raw entries. Tick Include zero values to keep empty rows.

Saving and re-running

A report you will want again can be saved as a template:

1. Give it a name in the field at the top left.
2. Select Save.

Saved templates appear under Saved reports as a searchable card grid. Each card names the report kind and when you saved it. Select Open on a card to run it again with current data, or Delete to remove it. Custom reports reopen in the builder with their configuration restored.

Exporting to CSV

Every report exports. In the builder, select Export CSV; on the other views, select Export. The download reflects exactly what is on screen, including your grouping and range — and, importantly, it respects the money rule. When a member exports the Time report, billable amount is left out of the file, so exporting never leaks figures a member cannot see in the app. For the underlying rule on who sees rates and costs, see roles and permissions.