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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

  1. Click the + button at the end of the filter bar.

  2. A dropdown menu appears listing the available fields. Select the field you want to filter by.

  3. 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)

  4. 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.

Admin - Report Filter.png

Creating a Compound Filter

  1. Click the + button in the filter bar.
  2. At the top of the field list, select Compound filter (AND) or Compound filter (OR) to choose the logic type.
  3. Select a field, operator, and value for the first condition.
  4. The compound chip appears with one condition and an empty slot. Click the empty + Filter slot to add the second condition.
  5. 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.

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