Reports

The Reports module gives you visibility into two critical areas of your business: revenue performance and team time allocation. Reports are generated live from the database — they always reflect the current state of your data with no caching delays.

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Accessing Reports

Navigate to Reports in the left sidebar. You will see two main report types:

Report	Purpose
Revenue Report	Shows invoiced amounts, payments received, and outstanding balances
Time Logs Report	Shows hours logged by employee, project, and task

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Revenue Report

The revenue report gives you a financial summary for any date range you choose. Use it to understand cash flow, outstanding debt, and billing activity.

How to run the revenue report

1. Go to Reports → Revenue.
2. Set the Date Range:
   • Use the date pickers to set a custom from/to range, or
   • Use the presets: This Month, Last Month, This Quarter, This Year
3. Click Generate Report.

Report output

Metric	Description
Total Invoiced	Sum of all invoice subtotals issued in the date range
Total Paid	Sum of subtotals for invoices marked paid in the date range
Outstanding	Total Invoiced minus Total Paid
Overdue	Sum of subtotals for invoices currently in overdue status
Invoice Count	Number of invoices issued in the period
Average Invoice Value	Total Invoiced divided by Invoice Count

Below the summary metrics, a line-item table shows every invoice in the period:

Column	Description
Invoice #	Invoice number
Client	Client name
Issued	Issue date
Due	Due date
Amount	Subtotal
Status	draft, sent, paid, overdue

Filtering the revenue report

Filter	Options
Date range	Custom or preset
Client	Filter to a single client
Status	All, Paid only, Outstanding only, Overdue only

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Time Logs Report

The time logs report shows how many hours your team has logged, broken down by employee and project. Use it for billing reconciliation, capacity planning, and performance reviews.

How to run the time logs report

1. Go to Reports → Time Logs.
2. Set the filters:

Filter	Options
Date Range	Custom from/to, or presets: This Week, Last Week, This Month, Last Month
Employee	All employees, or select a specific team member
Project	All projects, or filter to a single project

1. Click Generate Report.

Report output — Summary

Metric	Description
Total Hours	Sum of all hours in the filtered period
Billable Hours	Hours logged against billable tasks (if task billing type is set)
Employees Active	Count of distinct employees who logged time

Report output — Employee breakdown

A table showing hours per employee:

Column	Description
Employee	Name of the team member
Total Hours	Hours logged in the filtered period
Projects	Number of distinct projects worked on

Report output — Project breakdown

A table showing hours per project:

Column	Description
Project	Project name
Client	Client name
Total Hours	Hours logged against this project in the period
Employees	Number of distinct employees who logged time

Below the tables, a detailed log list shows every individual time entry: employee, date, task, hours, and note.

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Exporting to CSV

Both reports can be exported to CSV for further analysis in a spreadsheet tool.

1. Run the report with your desired filters.
2. Click Export CSV in the top-right of the report page.
3. A CSV file downloads to your browser's download folder.

What the CSV includes

Revenue CSV columns:

invoice_number, client_name, issue_date, due_date, subtotal, status, paid_date

Time Logs CSV columns:

employee_name, project_name, task_title, log_date, hours, note

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Interpreting the Data

Revenue report

• Outstanding is not necessarily a problem — invoices that are sent but not yet due will appear here. Focus on Overdue as the metric that needs action.
• Total Invoiced includes draft invoices by default. Filter to sent + paid + overdue status for a more accurate view of active billing.
• Month-over-month comparisons are most useful when using the Last Month and This Month presets consistently.

Time logs report

• High hours with low progress on tasks may indicate estimation problems rather than productivity issues.
• If an employee shows zero hours in a period, check whether they forgot to log — the absence of logged time is not the same as the absence of work.
• Per-project hour totals are most useful when compared against the estimated hours in the original proposal.

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Limitations