Overview
Roles: Admins, Project Managers | Paid Feature
Using this report, you will see a snapshot of a client's work: how many hours were spent on each of their projects, the hourly rate and cost involved, and an overview of their related invoices.
You can find the Client Report in the main menu, under the Reports section.
About the client report
Client list
The main screen lists all of your clients, split into Active and Archived tabs, with a search box to quickly find a client by name.
Each row shows the client's name and when it was created.
💡 Click the client or created column headers to sort the list from oldest to newest.
Client's performance
Clicking on a client name takes you to their individual report.
At the top, you'll find a summary of their projects, split into In progress and Completed. Below that, a set of cards shows:
Worked hours: total hours worked for the client, plus scheduled hours
Hourly rate: the client's rate, including billable expenses and amount billed
Cost: the total cost for the client, including non-billable expenses
A table below lists each project under the client, with its code, worked vs. estimated hours, completed vs. total tasks, revenue, billed amount, and cost (with margin).
Invoices
Here you'll find an overview of the client's invoices, broken down by currency, and by Paid, Open, Draft and Overdue status, with the number of invoices in each.
A shortcut lets you go directly to the client's invoices.
Client's Activity
These charts show how time was spent on the client, over the selected period. You can switch between Total, Users, and Projects views.
Below the chart, a breakdown by team member shows each person's worked hours, rate and cost for this client.
💡 The view can be changed to daily, weekly, monthly or yearly, according to your preference.
Export the client report
In the header right controls, you'll find the exporting options available for this report:
File (xlsx, csv): downloads the client report as a spreadsheet file
Online report: lets you customize and easily share your client report, online, with a link
