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FeaturesReports

Reports

Reports turns the time you’ve already tracked into decisions: how time is spent across clients and projects, where money is leaking, and, on the Team plan, how the team is utilized. It’s available to every plan, in the Reports nav item.

Reports doesn’t ask you to track anything new. Every number comes from the same time entries, tasks, projects, and invoices you already have. See Time Tracking for how that data gets captured in the first place.

Date range and filters

Every lens in Reports shares the same controls at the top of the page:

  • Date range, This Week, This Month, This Quarter, This Year, or a custom range you pick yourself.
  • Client, Project, and Billable filters, narrow any lens down to a single client, project, or billable-only view.
  • Member filter (Team plan), narrow to one person’s time.

Change the range or a filter once and every lens updates to match, you don’t set it per tab.

Headline cards

Above the four lenses, Reports shows up to four headline cards: short, specific call-outs computed from your workspace data, not written by AI. Each card links straight to the lens or screen where you can act on it. For example, a card might flag a client whose effective rate has drifted well below your usual rate, a running uninvoiced total across your clients, or a project that has passed its estimated hours. On the Team plan, a card can also flag a member who’s running well over or under capacity for the period.

Click a card to jump to the relevant lens already filtered, or to prefill the AI command bar with a related question.

The four lenses

Reports is organized into four tabs. Solo and Free workspaces see Money, Time, and Projects. The Team plan adds a fourth, Team.

Money

The lead lens, and the one to check first if you’re wondering whether you’re charging enough.

  • Effective hourly rate, your billable revenue divided by your billable hours for the period. This is the headline number, see Effective hourly rate below for exactly how it’s computed and an important caveat on uninvoiced time.
  • Billable amount, the value of billable time logged in the period.
  • Uninvoiced liability, all-time, not limited to the selected range, so you always see the full amount sitting unbilled.
  • % billable, the share of your logged hours that were billable.
  • A chart of billable versus non-billable hours over the period.
  • A by-client table showing hours, billable amount, effective rate, and uninvoiced amount per client. Clients whose effective rate is well below your usual project rate are flagged, often a sign of a fixed-fee job that’s quietly gone over. Each row links to Create invoice, which opens Create invoice from time entries for that client.

Time

Where your hours actually go, independent of money.

  • Total hours, average hours per day, utilization % (billable hours over total hours), and your busiest day for the period.
  • Charts for hours by client, an hours trend across the period, and a day-of-week distribution.
  • A concentration callout, for example noting that most of your time this period went to a small number of clients.

Projects

Whether your active work is on track, independent of any single date range, this lens always looks at the full life of each project.

  • A per-project table showing logged hours against estimated hours, budget burn (billable value logged against the project’s budget), and a status of on track, at risk, or over budget.
  • A scope-creep flag for fixed-fee projects where the value of logged time has passed the agreed price, a sign the work has grown beyond what was scoped.
  • If a project has no estimate or budget set, the burn bar is simply omitted rather than showing a misleading value.

Team (Team plan)

Available only on the Team plan; hidden entirely, along with the member filter, on Free and Solo.

  • A per-member table of hours, billable hours, utilization %, and uninvoiced amount.
  • A stacked chart of hours by member.
  • A simple over/under capacity read per member for the period.

Deactivated members are excluded from every Team lens number.

Effective hourly rate

Effective hourly rate is your billable revenue divided by your billable hours for the selected period. It’s the number Reports leads with because it tells you, in one figure, whether your real earning rate matches what you think you’re charging.

There’s one honest caveat worth knowing: there is no rate stored per time entry. The billable value of time that hasn’t been invoiced yet is calculated live, using the project’s current hourly rate. That means if you change a project’s rate today, the value shown for that project’s uninvoiced time changes too, including time you logged before the rate change. Once time has been invoiced, its value is frozen on the invoice line item and won’t move again. So a shift in an uninvoiced total after a rate change isn’t a bug, it’s the uninvoiced figure catching up to your latest rate.

Ask the AI

You can also ask the AI command bar directly, for example “how did my time go this month?” or “what’s my effective rate on Acme this quarter?” The assistant answers using the same aggregates behind the Reports lenses, so the numbers always match what you’d see on the page.

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Time TrackingContracts & Proposals