Reports

Visualize and analyze your tracked time with the reports dashboard. Learn how to filter by date range, project, client, or service, read summary statistics, and explore charts and tables that break down your hours by different dimensions.

Overview
Navigating the Reports Page
Filtering Reports
Understanding Summary Statistics
Duration Chart
Distribution Chart
Breakdown Table

Overview

The Dashboard gives you a visual summary of how your team's time is being spent. It takes the time entries your team has logged and presents them as charts, tables, and summary cards — so you can quickly understand totals, spot trends, and see how work is distributed across projects, clients, team members, and services.

You'll find the Dashboard in the sidebar navigation. When you open it, it loads the current month's data by default and shows four main sections: summary cards at the top, a duration chart, a distribution chart, and two breakdown tables.

Summary Cards

Four cards at the top of the page give you an at-a-glance view of the filtered period:

Card	What It Shows
Total Time	The total duration of all time entries in the selected period.
Billable Time	The total duration of time entries linked to a billable service. Entries without a service are treated as non-billable.
Working Days	The number of distinct dates that have at least one time entry. This counts actual days worked, not calendar days.
Avg. Daily Time	Total time divided by working days — an average of how much time was logged per active day.

All four cards update immediately when you change filters.

Duration Chart

Below the summary cards, a bar chart shows how tracked time is distributed over the selected period. Each bar represents a time segment (a day, a week, or a month), and its height reflects the total time logged during that segment.

The chart automatically chooses the right level of detail based on the date range you're viewing:

Date Range	Grouping	Example Labels
7 days or fewer	Daily	Mar 24, Mar 25, ...
8 to 90 days	Weekly	Mar 24 – Mar 30, Mar 31 – Apr 6, ...
More than 90 days	Monthly	March 2026, April 2026, ...

Hover over any bar to see the exact duration for that period.

Distribution Chart

A donut chart shows the proportional breakdown of tracked time by a dimension you choose. Use the Group by dropdown above the chart to switch between:

Projects — how time is split across projects
Clients — how time is split across clients
Members — how time is split across team members (admin view only shows meaningful differences here)
Services — how time is split across services

Each slice displays its percentage of the total, and the center of the chart shows the overall total duration. Entries without an assigned service appear as "Unassigned", and entries on projects without a client appear as "No Client".

Breakdown Tables

Two side-by-side tables provide a tabular view of the same kind of data the distribution chart shows. Each table has its own Group by dropdown, so you can view two different groupings at once — for example, one table grouped by projects and the other by services.

Each table shows:

Column	Description
Name	The project, client, team member, or service name, with a color indicator.
Duration	Total tracked time for that entity.
Duration %	The entity's share of total time as a percentage.

A totals row at the bottom of each table shows the combined duration and 100%.

Filtering

A filter bar at the top of the page lets you narrow the data across all sections at once. Available filters include:

Date — set a date range (defaults to the current month)
Project — include only entries for specific projects
Client — include only entries for projects belonging to specific clients
Service — include only entries for specific services
Member — include only entries for a specific team member (available to admins and owners only)

Filters use compound conditions, so you can combine criteria like "date after Mar 1 and date before Mar 15" in a single filter chip. Changing any filter updates all four sections — summary cards, charts, and tables — immediately.

For a detailed guide on using filters, see Filtering Reports.

Who Can Access the Dashboard

Every team member in your organization can access the Dashboard. What you see depends on your role:

Capability	Team Member / Contributor	Admin / Owner
View Dashboard	Yes	Yes
Data shown	Own time entries only	All time entries across the organization
Filter by team member	No	Yes

Team members and contributors see their own time data — useful for reviewing personal time allocation and billable hours. Admins and owners see organization-wide data, making it easy to review team utilization, compare project workloads, or check how time is distributed across clients.

For more on the differences between these views, see Admin vs Team Member Reports.

What's in This Book

Page	Description
Navigating the Reports Page	How to access the Dashboard, understand the default date range, and orient yourself within the page layout.
Filtering Reports	How to use date, project, client, service, and member filters — including compound filter conditions.
Understanding Summary Statistics	What each summary card measures and how values like billable time and working days are calculated.
Duration Chart	How the bar chart works, including automatic granularity based on your date range.
Distribution Chart	How the donut chart breaks down time by projects, clients, team members, or services.
Breakdown Table	How the tabular breakdown works, including grouping options and the totals row.

Navigating the Reports Page

This guide walks you through how to open the Dashboard and what you'll find on the page. For a broader introduction to what the Dashboard is and who can access it, see the Overview.

Opening the Dashboard

Click Dashboard in the sidebar navigation. It's the first item in the menu, marked with a chart icon.

The Dashboard opens and immediately loads your data for the current month.

Default Date Range

Every time you open the Dashboard, it automatically filters to the current calendar month — from the first day of the month through today. This means you see a running view of the current month's activity without needing to set any filters manually.

You can change the date range at any time using the filter bar. For details on how filters work, see Filtering Reports.

Page Layout

The Dashboard is organized into four sections, arranged top to bottom. All sections respond to the same filters — changing a filter updates everything on the page at once.

1. Filter Bar

At the very top of the page, below the "Dashboard" heading, sits the filter bar. It shows any active filters as chips — by default, you'll see a date range chip for the current month. You can add filters for projects, clients, services, and (if you're an admin or owner) team members.

2. Summary Cards

Below the filter bar, four color-coded cards display key metrics for the filtered period:

Card	Color	What It Shows
Total Time	Blue	Total duration of all time entries
Billable Time	Green	Duration of entries linked to billable services
Working Days	Amber	Number of distinct dates with at least one entry
Avg. Daily Time	Violet	Total time divided by working days

On wider screens the cards sit in a single row. On smaller screens they stack into a two-by-two grid.

For a detailed explanation of how each metric is calculated, see Understanding Summary Statistics.

3. Charts

Below the summary cards, two charts sit side by side:

Duration bar chart (left) — shows how tracked time is spread across the date range. The chart title changes based on the time span: "Duration by day", "Duration by week", or "Duration by month". Hover over a bar to see the exact duration. See Duration Chart for details.
Distribution donut chart (right) — shows how tracked time is proportionally divided among projects, clients, team members, or services. A Group by dropdown above the chart lets you switch the dimension. The center of the donut displays the total duration. See Distribution Chart for details.

On smaller screens, the charts stack vertically instead of sitting side by side.

4. Breakdown Tables

At the bottom of the page, two tables provide a tabular view of your time data:

Breakdown #1 (left) — a table with rows for each entity (project, client, team member, or service), showing duration and percentage of total.
Breakdown #2 (right) — a second table with its own Group by dropdown, so you can view two different groupings at the same time.

Each table has a color indicator next to each entity name that matches the donut chart's color scheme, making it easy to cross-reference the chart and table visually. A totals row at the bottom of each table shows the combined duration and 100%.

For more on the table columns and grouping options, see Breakdown Table.

Putting It Together

A typical workflow on the Dashboard looks like this:

Open the Dashboard from the sidebar — it loads the current month automatically.
Glance at the summary cards to check total hours, billable hours, and daily averages.
Scan the duration chart to see if time was logged consistently or if there are gaps.
Check the distribution chart to see which projects or clients are consuming the most time.
Drill into the breakdown tables — set one to "Projects" and the other to "Services" to compare groupings side by side.
Adjust filters if you need a different date range or want to focus on a specific project or client.

If you're an admin or owner, you'll see data for the entire organization and can filter by team member. Regular team members see only their own time entries. For more on these differences, see Admin vs Team Member Reports.

Filtering Reports

The Dashboard filter bar lets you narrow the data shown across all sections — summary cards, charts, and breakdown tables all update together when you change a filter. By default, the Dashboard loads with a date filter set to the current month. You can add, modify, or remove filters at any time to focus on the data that matters to you.

Available Filters

Filter	What It Does	Available To
Date	Restricts to time entries within a date range or on a specific date.	Everyone
Project	Shows only entries for the selected project(s).	Everyone
Client	Shows only entries for projects that belong to the selected client(s).	Everyone
Service	Shows only entries tagged with the selected service(s).	Everyone
Member	Shows only entries logged by a specific team member.	Admins and owners only

You can combine multiple filters — for example, filtering by a specific client and a date range. All filters are applied together, so only entries matching every active filter are included in the results.

Adding a Filter

Click the + button at the end of the filter bar.
A dropdown menu appears listing the available fields. Select the field you want to filter by.

Depending on the field type, you'll see different options:

For Project, Client, Service, or Member: A checklist appears showing all available options. Check one or more items to filter by them. Multiple selections are treated as "is any of" — entries matching any checked option are included.

For Date: A list of comparison operators appears, followed by a date picker. Select an operator and enter a date.

Operator	Meaning
Is exactly	Entries on this exact date
Is after	Entries after this date (exclusive)
Is on or after	Entries on or after this date (inclusive)
Is before	Entries before this date (exclusive)
Is on or before	Entries on or before this date (inclusive)

The filter is applied immediately. A filter chip appears in the filter bar showing your selection.

The Default Date Filter

Every time you open the Dashboard, a date filter is automatically applied for the current calendar month — from the first day of the month through today. This appears as a compound filter chip (see below) in the filter bar.

To change the date range, click the date filter chip to edit it, or remove it and add a new date filter with a different range.

Compound Filters

A compound filter lets you combine two conditions into a single filter chip using AND or OR logic. The most common use is setting a date range — for example, "Date is on or after Mar 1 AND Date is on or before Mar 31".

How Compound Filters Look

Collapsed: The chip shows a summary of both conditions joined by AND or OR.

Date is on or after Mar 1 AND Date is on or before Mar 31

Expanded: Click the chip to open a popover showing each condition on its own row, with the logic operator (AND/OR) displayed between them.

Creating a Compound Filter

Click the + button in the filter bar.
At the top of the field list, select Compound filter (AND) or Compound filter (OR) to choose the logic type.
Select a field, operator, and value for the first condition.
The compound chip appears with one condition and an empty slot. Click the empty + Filter slot to add the second condition.
Select the field, operator, and value for the second condition.

Toggling AND / OR

Click the AND or OR badge between the two conditions to switch between them:

AND — both conditions must be true. Example: entries on or after Mar 1 and on or before Mar 31 (a date range).
OR — either condition can be true. Example: entries for Project A or entries for Project B.

Removing Conditions

To remove a single condition, click the x button on that condition's row inside the expanded chip. If only one condition remains, the compound chip becomes a simple filter chip.
To remove the entire compound filter, click the x button on the collapsed chip itself.

Limits

Each compound filter group supports a maximum of 2 conditions. The + Filter slot is disabled once both condition slots are filled. If you need more conditions, add a separate filter chip.

Removing Filters

Remove a single filter: Click the x button on the filter chip.
Remove all filters: Click the Clear button at the right end of the filter bar.

Removing all filters shows all of your time entries with no date, project, client, service, or member restrictions.

How Filters Affect the Page

Filters are global to the Dashboard — every section responds to the same set of active filters:

Section	How It Responds
Summary cards	Totals, billable time, working days, and daily average recalculate for the filtered entries.
Duration chart	The bar chart redraws to show only time within the filtered set. Granularity (daily/weekly/monthly) may change if the date range changes.
Distribution chart	The donut chart redraws to show proportions within the filtered entries.
Breakdown tables	Rows update to reflect the filtered data, including percentages and totals.

Filters also persist in the page URL, so you can bookmark or share a filtered view.

Understanding Summary Statistics

The four summary cards at the top of the Dashboard give you an at-a-glance view of key time tracking metrics for the current filter period. This page explains what each card measures, how the values are calculated, and what affects them.

Total Time

Label: Total Time Format: Xh Ym (e.g., "24h 30m")

The sum of the duration of every time entry that matches your current filters. This includes both billable and non-billable entries.

For example, if you have three time entries in the filtered period — one for 2 hours, one for 1 hour 30 minutes, and one for 45 minutes — Total Time shows 4h 15m.

Billable Time

Label: Billable Time Format: Xh Ym (e.g., "18h 15m"), or "—" if zero

The sum of the duration of time entries that are linked to a billable service. The billability is determined by the service attached to the time entry, not the project or the team member.

The rules are:

If a time entry has a service, and that service is marked as billable → the entry's duration counts toward Billable Time.
If a time entry has a service that is not billable → the entry is excluded.
If a time entry has no service at all → the entry is treated as non-billable and excluded.

If no entries in the filtered period are billable, the card displays "—" instead of "0h 0m".

Example: A law firm logs 20 hours of "Client Consultation" (billable service) and 4 hours of "Internal Training" (non-billable service). Billable Time shows 20h 0m. The 4 hours of internal training are excluded from this metric but still count toward Total Time.

For more on how services are configured as billable or non-billable, see How to Create and Manage Services.

Working Days

Label: Working Days Format: A whole number (e.g., "12")

The number of distinct dates that have at least one time entry in the filtered period. This counts actual days where work was logged, not calendar days or business days.

For example, if you have time entries on March 3, March 5, March 5, and March 7 — Working Days shows 3 (March 3, 5, and 7). The duplicate date on March 5 doesn't count twice.

This metric helps you understand how consistently time was logged over the period. A low Working Days count relative to the date range might indicate missed days of time tracking.

Avg. Daily Time

Label: Avg. Daily Time Format: Decimal hours (e.g., "2.04 Hours")

The average amount of time logged per working day, calculated as:

Total Time ÷ Working Days = Avg. Daily Time

This uses the Working Days count (distinct dates with entries), not the total number of calendar days in the period. If Working Days is zero (no entries in the period), the value shows as zero.

Example: A team member has 24 hours 30 minutes of Total Time across 12 Working Days. The average is 24.5 ÷ 12 = 2.04 Hours per day.

Unlike Total Time and Billable Time, which use the "Xh Ym" format, Avg. Daily Time is displayed as a decimal to make comparison easier.

How Filters Affect These Numbers

All four cards respond to the active filters on the Dashboard. When you change a filter — narrowing the date range, selecting a specific project, or filtering by client — every card recalculates to reflect only the matching entries.

Scenario	What Changes
Narrow the date range	All four metrics recalculate for the new range. Working Days may drop if fewer dates have entries.
Filter by a specific project	Only entries for that project are included. Billable Time reflects only the billable services used on that project.
Filter by a specific service	Total Time and Billable Time include only entries with that service. If the service is non-billable, Billable Time shows "—".
Admin filters by a team member	All metrics scope to that team member's entries only.

For details on using filters, see Filtering Reports.

Duration Chart

The duration chart is a bar chart on the Dashboard that shows how tracked time is spread across the filtered date range. Each bar represents a time period — a day, a week, or a month — and its height reflects the total time logged during that period.

What Each Bar Represents

Each bar shows the total duration of all time entries that fall within that period. The taller the bar, the more time was tracked.

The x-axis shows period labels (dates, date ranges, or month names depending on the granularity).
The y-axis shows hours.
A duration label appears above each bar showing the exact time in Xh Ym format (e.g., "8h 30m").
Hovering over a bar displays a tooltip with the period label and exact duration.

Periods where no time was logged appear as empty gaps in the chart, making it easy to spot days or weeks with missing entries.

Automatic Granularity

The chart automatically selects the grouping level based on the span of your date filter. You don't need to choose this — it adjusts itself to show a useful number of bars for the date range you're viewing.

Date Range Span	Grouping	Bar Labels	Example
7 days or fewer	Daily	Individual dates	Mar 24, Mar 25, Mar 26
8 to 90 days	Weekly	Date ranges	Mar 24 – Mar 30, Mar 31 – Apr 6
More than 90 days	Monthly	Month names	March 2026, April 2026

The chart title updates to match the granularity: "Duration by day", "Duration by week", or "Duration by month".

How Granularity Affects What You See

Daily view (7 days or fewer): Useful for reviewing a single week. Each bar is one calendar day, so you can see exactly which days had the most activity.
Weekly view (8–90 days): The default for a typical month. Each bar covers a Monday-through-Sunday week, labeled with the date range (e.g., "Mar 24 – Mar 30").
Monthly view (more than 90 days): Useful for quarterly or yearly views. Each bar is one calendar month.

To change the granularity, adjust the date range in the filter bar. For example, narrowing from a full month to a single week switches the chart from weekly to daily bars. See Filtering Reports for details on changing the date range.

Empty Periods

If a period has no time entries, its bar doesn't appear — leaving a visible gap in the chart. This makes it easy to identify:

Days where no one logged time
Weeks with unusually low activity
Gaps in coverage that might indicate missing entries

Empty State

If no time entries match the current filters at all, the chart displays "No data for the selected period" instead of an empty chart. This typically happens when the date range has no entries or when filters are too narrow.

Distribution Chart

The distribution chart is a donut chart on the Dashboard that shows how tracked time is proportionally divided among entities — projects, clients, team members, or services. It gives you a quick visual sense of where time is concentrated and how it's split across the dimension you choose.

What It Shows

Each slice of the donut represents one entity (a project, client, team member, or service), and its size reflects that entity's share of the total tracked time. Larger slices indicate more time spent.

Percentage labels appear on each slice showing the entity's share of the total (e.g., "42%").
The center label displays the total duration for all entries in the filtered period, along with the current grouping type in uppercase (e.g., "11:02:33 PROJECT").
Hovering over a slice shows a tooltip with the entity name, exact duration, and percentage.

Choosing a Grouping

Use the Group by dropdown above the chart to switch between four grouping options:

Option	What Each Slice Represents
Projects (default)	Each slice is a project. Shows how time is distributed across projects.
Clients	Each slice is a client. Groups time by the client associated with each entry's project.
Members	Each slice is a team member. Shows who logged the most time.
Services	Each slice is a service. Shows which types of work consumed the most time.

Changing the grouping refreshes the chart immediately. The chart title updates to match — for example, "Project distribution", "Client distribution", "Member distribution", or "Service distribution".

Color Coding

Each entity is assigned a distinct color from a consistent palette of ten colors. The colors cycle in a fixed order, so the first entity always gets the same color (blue), the second gets the next (green), and so on.

These colors are shared with the breakdown tables — the color dot next to each entity name in the table matches its slice in the donut chart, making it easy to cross-reference the two.

Unassigned and Missing Entities

Not every time entry has a service or belongs to a project with a client. The chart handles these cases with placeholder names:

Situation	Displayed As
Time entry has no service	Unassigned
Time entry's project has no client	No Client

These entries still count toward the total and appear as their own slice in the chart.

Single Entity

If all time entries in the filtered period belong to the same entity (e.g., one project), the chart shows a full donut at 100% for that entity. This is normal — it simply means all tracked time falls under a single grouping.

Empty State

If no time entries match the current filters, the chart displays "No data for the selected period" instead of an empty donut.

Breakdown Table

The Dashboard includes two breakdown tables that present tracked time in a tabular format, grouped by an entity you choose. The two tables — labeled Breakdown #1 and Breakdown #2 — work identically but have independent Group by dropdowns, so you can view two different groupings side by side.

What Each Table Shows

Each table lists every entity in the selected grouping, with one row per entity. The table gives you a precise, sortable view of the same data the distribution chart visualizes as a donut.

Columns

Column	Description	Alignment
Name	The entity name (project, client, team member, or service) with a colored dot indicator.	Left
Duration	Total tracked time for this entity, formatted as Xh Ym (e.g., "12h 45m").	Right
Duration %	This entity's share of the total tracked time as a percentage (e.g., "42.5%").	Right

Sort Order

Rows are sorted by duration in descending order — the entity with the most tracked time appears first.

Choosing a Grouping

Each table has its own Group by dropdown with four options:

Option	What Each Row Represents
Projects (default)	One row per project
Clients	One row per client
Members	One row per team member
Services	One row per service

Changing the grouping on one table doesn't affect the other. This lets you compare different dimensions at the same time — for example, Breakdown #1 grouped by projects and Breakdown #2 grouped by services.

Totals Row

A totals row is pinned at the bottom of each table. It shows:

"Total" in the Name column
The combined duration of all rows
"100%" in the Duration % column

The totals row is visually distinct (bold text) so it's easy to distinguish from the data rows.

Color Indicators

Each row has a small colored dot next to the entity name. These colors use the same palette as the distribution chart, so you can cross-reference between the donut chart slices and the table rows at a glance.

Unassigned and Missing Entities

When time entries don't have a value for the selected grouping, placeholder names are used:

Situation	Displayed As
Time entry has no service	Unassigned
Time entry's project has no client	No Client

These entries appear as their own row and count toward the totals.

Empty State

If no time entries match the current filters, the table displays "No data for the selected period" instead of an empty table.