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Feature

Reports that turn tracked time into decisions.

Studio and Agency plans unlock four report tabs — Time, Revenue, Projects, and Uninvoiced. The Time tab can be filtered by date range, client, project, member, and billable state; grouped by client, project, member, or day; and exported as RFC-4180 CSV or a clean PDF. The other tabs provide focused financial and work views without those shared grouping/export controls. Owners, Admins, and Managers see money columns; Members never do.

Plans: Studio · Agency

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What's in it

  • Time filters + sort

    The Time report uses the same TimeFilterBar as the Time page. It is URL-stateful — share a report URL with a teammate and they see your exact slice. Members are server-pinned to their own userId regardless of URL.

  • Group the Time report

    Choose None, Client, Project, Member, or Day on the Time tab. Each group renders a header + subtotal so you can read 'total hours per client this month' without exporting.

  • Four report tabs

    Time is the workhorse: hours, grouping, and effective billable amounts. Revenue shows Invoiced / Paid / Outstanding / Drafts tiles and an invoiced-by-month series. Projects shows hourly and fixed-project profitability in each project's effective currency. Uninvoiced lists eligible hourly work, expenses, and remaining reconciled fixed fees, with a Create-invoice action only when the client has something selectable.

  • Money columns only for money roles

    The Rate and Amount columns appear for Owners, Admins, and Managers. For Members, those columns are server-stripped from the payload — they aren't hidden in the UI, they aren't in the page at all.

  • CSV and PDF export

    Export the time report as a properly-quoted RFC-4180 CSV (commas in client names handled, newlines escaped) or as a clean landscape PDF with the same columns. Both mirror the page's filters and sort, and Members' exports never include the Rate/Amount columns.

  • Advanced reporting on Agency

    The Agency plan adds the per-member billability table on the Projects report — billable vs non-billable hours per teammate per project. Same gating model, different entitlement key (advancedReporting).

How it works

  1. 01

    1. Open /reports

    The page lands on Time → no group → the previous calendar month (the slice you invoice from). Adjust the filter bar, or switch to the Revenue, Projects, or Uninvoiced tab.

  2. 02

    2. Pick a grouping

    On the Time tab, each group block renders a header + subtotal. The bottom row is the grand total.

  3. 03

    3. Read or export

    Read any tab in-page for ad-hoc analysis. From Time, hit 'Export CSV' for an audit-quality file you can hand to your accountant, or 'Export PDF' for a presentable copy of the same slice.

Common questions

  • Can I see only billable time?

    Yes — the Billable filter has three states (All / Billable / Non-billable) and the CSV download honors it.

  • Does the CSV include un-invoiced and invoiced entries?

    Both, by default. The filter bar exposes an 'invoiced' toggle if you want only one. Each row carries the invoice number when one applies, so you can reconcile a report against your AR ledger.

  • Why can't Members see Amounts?

    Members are typically billable producers, not financial stakeholders — your client billing math is org-private. We strip Rate/Amount from the server payload for Member viewers; the columns aren't in the DOM at all. Owners and Admins see everything.

  • Is there a Revenue report?

    Yes. The Revenue tab shows Invoiced / Paid / Outstanding / Drafts totals and an invoiced-by-month breakdown, computed from your invoices in the workspace's default currency (invoices in other currencies are counted and called out, never silently mixed into the totals).

  • How do I see what I haven't billed yet?

    The Uninvoiced tab lists eligible un-invoiced hourly work, expenses, and remaining reconciled fixed-project fees, grouped client → project with per-currency totals. A Create-invoice action appears only when that client has something selectable; unreconciled legacy fixed projects instead show the reconciliation warning. The dashboard's Ready-to-invoice card surfaces the same math.

Related

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