The possibilities that custom reports offer are really endless. You can combine filters to categorize and visualize your time data any way you want.
For the sake of simplicity, we’re going to create a very specific custom report. We want to show all time activities from August 01, 2016 to September 30, 2016, grouped by projects and then by weeks.
To create this custom report, we'll need to follow these steps:
- Go to the ‘Reports’ section and select the ‘Custom Reports’ tab
- Choose a time period from the dropbox menu. You can either choose one of the default periods (past 7 days, past 30 days, etc.) or any other time period. For our example we’ll select Aug 01, 2016 to Sep 30, 2016.
- Click on ‘Add filter’ to start adding filters to your report. You can choose among several filters like projects, tasks, services, clients, users, days, weeks, months and years.
- Once you have selected a filter, you can use the parameters ‘ALL’, ‘IS’ and ‘IS NOT’ to further specify what data you want to include in your report. For instance, if you have selected Projects as a filter, you can now choose which particular projects should be included in your report. For our example, we’ll choose the projects filter and select all projects.
- Now, we have successfully added the first category (with the projects ‘Customer Support’ and ‘E-Mail Marketing Campaign’) to our report as shown below. Note the total amount of hours worked for these projects.
- You can repeat this process to add as many filters as you need. For our example we’ll add a new week filter. Remember: we wanted to have all worked hours in August and September categorized by projects and weeks.
Edit a custom report on-the-fly
Feel free to play around with the filters. You can add as many filters as you want, remove some or add new ones during the process of building your custom report as you please. What’s morel, you can even move filters up and down to alter their order in the report.
For instance, if we wanted our sample report sorted by weeks and then by projects, we’d simply drag and drop the week filter to the top of the list.
As you can see in the screenshot above, time entries are now categorized by week first and then subcategorized by project. Now you can see that in Week 34 we’ve worked a total of 11:36 hours, 10:36 on the ‘Customer Support’ project and 01:00 hour on ‘Email Marketing Campaing'.
Visualize your report data
Click on the ‘Insights’ button on the lower right corner of the screen to visualize your report data. You can view your daily activity in a line chart, as well as hours tracked by clients, team members, projects, services and tasks in different pie charts.
Get inspired to build your own custom reports
Custom reports are so powerful and flexible that you might feel a little bit overwhelmed at the beginning by the endless possibilities to visualize and report on your data that they offer.
Here are a couple of ideas for the kind of custom reports you could build to help you getting started.
- Weekly Employee Timesheet: Report on the total hours worked by an employee during a work week, grouped by days and tasks completed.
In this example, you can see that the employee Leo Mayo worked a total of 40 hours during W36 - 2016, 8 hours a day on the task ‘Employee Payroll’.
- Monthly Project Report: Report on the monthly progress of a project. Time data is first grouped by month and then by projects tasks.
In this example, you can see that from July 1, 2016 to September 30, 2016 there are a total of 305 hours worked for the project ‘E-Mail Marketing Campaign’. Furthermore, the report shows that most of the work was done in July, crafting what must have been an amazing template newsletter (260 hours went into designing it). In August, only 15 hours have been worked on this project.