Reports

Reports gather data from tasks, time tracking and CRM into ready-made tables and charts. Reports only show data — you can't change anything through them.

Where to find

Sidebar → Reports. The page shows cards for the reports available to you: click a card to open a report. The ← Reports link above the title takes you back to the list.

Schedule Plan vs Fact

A timeline showing how tasks were planned and how they actually went.

• On the left is the Structure: projects, tags inside them, and tasks inside tags. Tasks without a tag are grouped under Without tag.
• Each task has two bars. The top, blue one is the Plan: from the task's start date (or creation date) to its deadline. The bottom one is the Fact: from the first to the last work entry; if there is no work logged, an unfinished task's fact runs until today.
• The bottom bar's color: green — Resolved, light blue — In progress, red — Overdue (the task isn't resolved and the deadline has passed). The red vertical line is Today.

How to use it

1. In the Project field, pick a project or leave All projects.
2. To find something, start typing a project, tag or task name in the search field.
3. Pick a scale: Days, Weeks or Months. The Today button scrolls the timeline to today.
4. The arrow buttons collapse and expand all groups at once.
5. Hover over a bar to see a tooltip with the status, assignee, time spent and progress. The task number opens the task in a new tab.

By people

A feed of people's actions in tasks: who created what, who reassigned to whom, which statuses changed, what was commented. Handy for seeing what someone worked on during a day or a week.

1. In Pick up to 3 people, check one to three people and click Show.
2. Each person gets a column. Its header shows the number of events and, if the person logged work, the time worked.
3. Filter events: All, Work or Comments.
4. Pick a period: All time, Today, Week, Month or From - To for your own dates. A week starts on Monday, a month on the 1st.
5. The Newest first button reverses the order, and the Group by day checkbox splits the feed by date.

To pick other people, click Change selection. At the bottom of a long column there's a Load more button.

Clients — Details & Billing

A table of billing details and contract data for all clients: country, address, tax number, contract number and date, currency, services, bank, email and phone. The data comes from the Billing tab of the client card — see Clients.

1. Filter clients by the Type field.
2. Click a column header to sort the table.
3. Export CSV downloads the table as a file that opens in Excel.

Tasks by people

How many hours each person spent on each task over a period — with Excel export. Hours are counted by the date the work was logged for.

1. Pick people in the Add a person... field.
2. Pick a period: Month or From - To.
3. Click Generate — each person gets a list of tasks with hours and a Total row.
4. Export to Excel downloads the same report as a file.

See also

• Time tracking: works and estimates
• Tags and releases
• Roles and permissions
• Goals