Daily cost reports

An overview of financial and time reports is a great way to have a summary that shows the amount you and your colleagues have reported. If you are Admin of the project or project captain (owner), you see all users’ reports. As an invited user you can see only your own reports.

In the top blue bar click Reports > Daily in the Reports section.

An overview of the daily reports can be found in the Daily section.
An overview of the daily reports can be found in the Daily section.

Set up the filters – choose users, projects and time period for which you want to see the summary report.

Set up filters in Cost reports.
Set up filters in Cost reports.

These reports are sorted by days. If you filter a particular user, you can check his/her work reports per day.

Example of daily reports per one user.
Example of daily reports per one user.

Detailed reports, month and week overviews found in the section Weekly and Monthly.

Export CSV report

In the top coloured bars are totals of reported money and hours. The last green bar enables you to download the CSV report of the filtered overview. Click Download report and save the file in your device.

Click Download report and get CSV tab.
Click Download report and get the CSV tab.
CSV file = Excel

The CSV file is nothing more than just a chart. It can be opened in Excel or any other table system (Google docs). Export can be easily saved as a PDF via Excel. Then you can send the invoice to the client / employee.

Section Invoice

One of the many great features of Freelo is the billing option. You can find everything you need in the Invoice section of the Reports page, on the path: Reports > Invoice in the Invoincing section.

In this place, you can easily filter which reports you need to invoice using the filters in the side menu.

You can filter the tasks to invoice.
You can filter the tasks to invoice.

Saving these filters is also a useful feature that will definitely save you a lot of clicking in the future.

This is how you save filters on billing items.
This is how you save filters on billing items.

You can also download the filtered reports in this section in CSV table format.

Updated on 10.10.2022

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