Reports

Use reports to answer a question about the work: what needs billing, where the hours went, or whether a project is covering its costs. Open Reports in the top bar and choose the report that fits.

Filters and downloads

Use the available client, project, person, and labor category filters to narrow the report. Time and expense reports use the From and To dates, initially set to the current month to date. Reset clears your selections, and CSV downloads the current report.

Budget vs actual uses the project’s overall budget and usage. Changing the date range doesn’t turn it into a report of budget use within that period.

Time summary

Group hours by client, project, labor category, or person. The report shows total and billable hours, plus billable amounts for people with financial access.

Select a row to look more closely. For example, open a client to see their projects, then open a project to see the types of work behind the total. This is useful when preparing a client update or checking why a job took longer than expected.

Billable vs non-billable

This report compares billable and non-billable hours by project and by person. Use it to see how much time went into chargeable work versus internal work or work you’ve chosen not to bill.

If the figures look wrong, check the project’s billing method and the billable setting on individual entries. A busy week and a highly billable week aren’t always the same thing.

Budget vs actual

For each budgeted project, see the budget, usage, remaining amount, percentage used, average usage per week, and estimated weeks left at that pace. Projects beyond their alert threshold are marked so you can find them quickly.

The average uses the time since the project’s first entry, or its start date when there aren’t any entries. Treat the weeks-left figure as a guide based on work so far, rather than a delivery forecast. Set budgets and alert thresholds on the project.

People without financial access see hour budgets; dollar budgets are restricted to financial roles.

Uninvoiced

This is the place to check before billing day. It groups hours and expenses that haven’t been saved on an invoice by project, with their amounts and a combined total.

Hourly project work contributes to the time total. Unbilled expenses can appear for any project, including fixed-fee work. Time on a fixed-fee project isn’t added as an hourly charge.

Owners and admins can select Create invoice on a row. The new invoice has the project selected and carries the report dates into its Unbilled work panel. Choose what to add, review the draft, and save it. See Invoices.

Unapproved work appears here too. Timesheet approval doesn’t control whether work can be invoiced. Saving work on a draft invoice removes it from Uninvoiced, so check your drafts as well as this report before considering billing finished.

Profitability

Profitability compares billed work with labor costs and expenses for each project. It shows hours, billed amount, labor cost, expense cost, margin, and margin percentage.

Before using it, add a cost rate for every person under Settings, Team. With no cost rates, the report asks you to set them first. Missing rates are treated as zero, so incomplete setup can make projects look more profitable than they are. Labor cost uses each person’s current cost rate; changing it can change historical results.

The figures work as follows:

• Hourly billed amounts come from time linked to sent or paid invoices, using the rate at which the time was invoiced and the date the work was done.
• Fixed-fee amounts come from sent or paid fee invoices with an issue date in the report period.
• Labor cost is logged hours multiplied by each person’s cost rate.
• Expense cost includes recorded expenses in the period, even when they aren’t billable.
• Margin is billed amount minus labor and expense costs. Draft invoices don’t count as billed work.

For example, $4,000 billed minus $1,800 of labor and $200 of expenses gives a $2,000 margin. This isn’t cash profit: the invoice may still be unpaid, and overhead you haven’t recorded isn’t included. Use the figures to review project pricing and delivery costs, with those limits in mind.

Who can see each report?

Owners, admins, and accountants have financial report access, including Uninvoiced and Profitability. Members see their own time; managers see time for their assigned people without financial amounts.

For collected payments, outstanding balances, yearly summaries, and bookkeeping exports, open Accounting and statements.