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Weekly and monthly reports table

Report of all costs and time at one place. It shows all the important items – working hours and spending money. Take control over your profits and costs. There are many options to filter or change the views according to users, projects and so on.

This report needs you to use time tracking or manual reporting over the tasks first.

You can check:

  • What were people working on and for how long.
  • How much money or time you spend and for what.
  • How much to invoice your clients.
  • How much will people invoice you.
  • Which activities are (non)profitable.

Find the weekly and monthly reports in section Reports > Cost reports > Weekly and monthly.

Find Weekly and monthly (reports) in Reports section.
Find Weekly and monthly (reports) in Reports section.
Example of filtered one month overview.
Example of filtered one month overview.
Example of spending time over particular tasks.
Example of spending time over particular tasks.

Each day = one white field. There can be day cost or time total or nothing.

Total amount = light blue field. There is total cost or time per particular task / project / To-Do list / user or total per day /week below.

Change views in timesheet table.
Change views in the timesheet table.

You can filter and group your reports according to users, projects, To-Do lists or tasks. Also by costs or time.

Report views

Do you want to check how your team working? Filter according to users.

  • People
  • Projects
  • To-Do lists
  • Tasks
  • Time
  • Finances

Group reports according to user, project, task or To-Do list via icons in top left corner.

Change the view via the icons on the left.
Change the view via the icons on the left.

Select whether you want to see reported time or money via clock or dollar icon.

Example how to change views.
Example how to change views.

Set up filters

You can save different types of views that you use repeatedly. Name the filter and next time check the reports in one click.

Example of filters for Weekly and monthly reports.
Example of filters for Weekly and monthly reports.

 

Useful filters:

  • Selected people in particular projects last month.
  • Particular To-Do list from last week.
  • Selected projects last month.
  • Tasks with label Done this month.
Filtered time period.
Filtered time period.
TIP: Use fixed time filter

Thanks to the time filter you can have the same view without setting the period each time.
– This week
– Last week
– This month
– Last month

How to save new filter

Click the arrow icon on the right from the green button Filter > Save filter and name it as you wish.

Example how to save new filter.
Example how to save a new filter.

In the following window name the filter and confirm via Save as new filter.

Saved filters

All filters you save are above the report tab and you can quickly change your views.

Edit filter

All filters can be edited. Click the particular filter in the top part where you can again add/delete users, projects or labels. Then click the arrow icon and select Save or edit filter. In the following window Save changes.

Example how to edit filter.
Example how to edit filters.

Line up filters

All filters you save can be lined up via drag & drop (click with mouse and pull the filter, then drop).

How to line up your filters.
How to line up your filters.

Delete filter

Delete filter via cross icon next to filter name.

How to delete a filter.
How to delete a filter.

Export to CSV

Anything you filter can be downloaded as a CSV file that you can open in Excel or any other chart editor.

Exported reports can be used when invoicing to your client or employer.

How to export the view to CSV file.
How to export the view to a CSV file.

In the exported CSV are all necessary details – task, report date, duration, costs and added notes.

Exported CSV tab.
Exported CSV tab.

Sort reports

You can sort the order according to the amount or alphabet via the arrows button.

How to sort the reports.
How to sort the reports.
Updated on 10.10.2022

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