Report metrics reference

Every number and every grouping a report can produce, by source. A report reads one source, so the source you pick decides which columns exist.

The eight report sources

Source	What it reports on	Default date basis
Time entries	Hours logged by team members, showing billing status, costs and earnings.	Entry date
Expenses	Business expenses, including categories, client billing and approval status.	Expense date
Invoices	Client invoices, payments received, balances owed and overdue bills.	Issue date
Projects	Project performance summaries, including budgets, costs, profit margins and health.	Created
Tasks	Task-level progress showing estimated time, hours logged and time left to finish.	Created
Timesheets	Weekly or monthly timesheet submissions, showing who submitted and who has missing entries.	Period end
Time off	Vacation, sick leave and other requests, including dates and approval status.	Start date
Timecard	Daily timecard versus schedule: worked and scheduled time, lateness and absences.	Date

Columns do not cross sources. Budget and estimate numbers live on the Projects and Tasks sources. They are not available on Time entries – picking one there is refused. If you want budget against tracked time, build the report on Projects.

Groupings every source shares

Date buckets

Grouping	Buckets by
Day	The calendar day in the workspace timezone
Week	The week starting on your workspace’s week-start day
Month	The calendar month
Quarter	The calendar quarter
Year	The calendar year

Roster groupings

These group rows by a fact about the person. They need the member.changeRole capability, because they expose roster data.

Grouping	Meaning
Group	The member’s primary group
Manager	The member’s manager
Job title	The member’s job title
Employment type	Employee, contractor and so on

Roster groupings are offered where they make sense: all four on Time entries, Group and Manager and Employment type on Timesheets, and Group on Expenses, Tasks, Time off and Timecard.

Time entries

The most-used source. Every hour, with its billing and approval context.

Group by

Grouping	Meaning
Date	Entry date, bucketed to the report granularity
Day of week	Monday to Sunday, cyclic
Member	The person who logged the time
Project	The project the entry belongs to
Task	The task the entry belongs to
Client	The client that owns the entry’s project
Billable	Whether the entry is marked billable
Approval status	Unapproved, approved or locked
Timesheet status	Submission state of the entry’s period
Invoice status	Invoiced or still uninvoiced
Source	Timer or manual

Plus the five date buckets and all four roster groupings.

Metrics

Metric	Unit	What it counts	Needs
Reported time	Duration	Total tracked duration	–
Billable time	Duration	Duration flagged billable	–
Non-billable time	Duration	Duration flagged non-billable	–
Approved time	Duration	Duration in an approved or locked state	–
Invoiced time	Duration	Duration already attached to an invoice line	–
Uninvoiced time	Duration	Billable, approved or locked duration with no invoice line	–
Timer time	Duration	Duration captured by a running timer	–
Manual time	Duration	Duration entered by hand	–
Timer %	Percent	Share of duration captured by timer	–
Entries	Count	Number of time entries	–
Members	Count	Distinct members contributing time	–
Billing rate	Currency	Effective billing rate applied	`rate.viewBilling`
Revenue	Currency	Billable value: billing rate × duration	`rate.viewBilling`
Labor cost	Currency	Internal cost: cost rate × duration	`time.viewCost`
Profit	Currency	Billable value minus labor cost and expenses	`time.viewCost` and `rate.viewBilling`
Profit margin	Percent	Profit as a share of revenue	`time.viewCost` and `rate.viewBilling`

Profit and margin need both capabilities. Holding only one is not enough. That stops someone reconstructing a hidden figure from the columns they can see.

Expenses

Group by

Member · Category · Project · Client · Billable · Date · Approval status · Invoice status · Group · the five date buckets

Metrics

Metric	Unit	What it counts	Needs
Expense cost	Currency	Raw amount paid – the internal cost	`time.viewCost`
Billable value	Currency	What the client is billed: amount × (1 + markup)	–
Expenses	Count	Number of expenses	–

Date basis options

Expense date · Date recorded · Date submitted

Invoices

Group by

Invoice · Client · Status · Date · AR aging · the five date buckets AR aging buckets by due date: current, 1–30, 31–60, 61–90 and 90+ days past due.

Metrics

Metric	Unit	What it counts
Total	Currency	Invoice total
Subtotal	Currency	Before discount and tax
Discount	Currency	Total discount applied
Tax	Currency	Total tax across named tax lines
Paid	Currency	Payments received
Outstanding	Currency	Still owed
Invoices	Count	Number of invoices
Current	Currency	Outstanding not yet past due
1–30 days	Currency	Outstanding 1–30 days past due
31–60 days	Currency	Outstanding 31–60 days past due
61–90 days	Currency	Outstanding 61–90 days past due
90+ days	Currency	Outstanding more than 90 days past due

Date basis options

Issue date · Due date

Projects

The source for budget, margin and profitability.

Group by

Project · Client · Status · Health · the five date buckets

Metrics

Metric	Unit	What it counts	Needs
Budget	Currency	Project budget amount	–
Projects	Count	Number of projects	–
Tracked value	Currency	Client-facing billable value of tracked time	`rate.viewBilling`
Actual cost	Currency	Tracked internal cost	`time.viewCost`
Forecast margin	Currency	Forecast margin	`time.viewCost`
Profit	Currency	Tracked value minus actual cost	`time.viewCost` and `rate.viewBilling`
Invoiced	Currency	Invoice totals attributed to the project	`invoice.manage`

Date basis options

Created · Start date · Due date

Tasks

Group by

Task · Assignee · Section · Status · Priority · Group · the five date buckets

Metrics

Metric	Unit	What it counts
Estimate (h)	Hours	Estimated hours, summed
Tracked	Duration	Tracked time in the report period
Remaining (h)	Hours	Estimate minus tracked, floored at zero
Tasks	Count	Number of tasks

Date basis options

Created · Due date · Start date

Timesheets

Built for the “who has not submitted yet” question. Missing periods are counted, not skipped.

Group by

Status · Member · Period · Group · Manager · Employment type · the five date buckets The status grouping covers submitted, approved, changes_requested and withdrawn, plus periods with no submission at all.

Metrics

Metric	Unit	What it counts
Submitted	Duration	The period’s total once submitted
Approved	Duration	The period’s total once approved
Periods	Count	Member-period cells, including missing ones

Time off

Group by

Policy · Member · Status · Unit · Group · the five date buckets

Metrics

Metric	Unit	What it counts
Days	Count	Leave amount for day-unit requests
Hours	Count	Leave amount for hour-unit requests
Requests	Count	Number of leave requests

Date basis options

Start date · End date

Timecard

Attendance against the schedule.

Group by

Member · Status · Group · the five date buckets

Metrics

Metric	Unit	What it counts
Scheduled	Duration	Expected time for the day
Worked	Duration	Actual worked time from closed sessions
Late	Duration	Time late past the scheduled start, beyond grace
Left early	Duration	Time left before the scheduled end, beyond grace
Over scheduled	Duration	Time worked beyond the expectation, beyond grace
Days absent	Count	Scheduled days with no work recorded
Days worked on day off	Count	Days worked when not scheduled
Days unscheduled	Count	Worked days with no schedule assignment
Days incomplete	Count	Days with a session that was never clocked out
Days	Count	Timecard day records in the group

Money columns are capability-gated

A column that needs a capability you do not hold is not offered at all, and it is dropped from the result if it was saved earlier by someone else.

Column family	Capability
Billing rate, revenue, tracked value	`rate.viewBilling`
Labor cost, actual cost, expense cost, forecast margin	`time.viewCost`
Profit, profit margin	Both of the above
Invoiced (Projects source)	`invoice.manage`
Roster groupings	`member.changeRole`

This is why two people can open the same shared report and see a different number of columns. See report permissions.

Rows are scoped too

Columns are gated by capability. Rows are filtered by your supervision scope. Two people running the same report can get different totals, and both are correct.

Report sources

Choosing the right source for your question.

Metrics reference

The metrics in context, with worked examples.

Grouping and pivots

Multi-level grouping and pivot tables.

Build a report

Start to finish.

Export a report

CSV, Excel and PDF.

Report problems

Wrong totals, missing columns, empty results.

​The eight report sources

​Groupings every source shares

​Date buckets

​Roster groupings

​Time entries

​Group by

​Metrics

​Expenses

​Group by

​Metrics

​Date basis options

​Invoices

​Group by

​Metrics

​Date basis options

​Projects

​Group by

​Metrics

​Date basis options

​Tasks

​Group by

​Metrics

​Date basis options

​Timesheets

​Group by

​Metrics

​Time off

​Group by

​Metrics

​Date basis options

​Timecard

​Group by

​Metrics

​Money columns are capability-gated

​Rows are scoped too

​Related guides

Report sources

Metrics reference

Grouping and pivots

Build a report

Export a report

Report problems

The eight report sources

Groupings every source shares

Date buckets

Roster groupings

Time entries

Group by

Metrics

Expenses

Group by

Metrics

Date basis options

Invoices

Group by

Metrics

Date basis options

Projects

Group by

Metrics

Date basis options

Tasks

Group by

Metrics

Date basis options

Timesheets

Group by

Metrics

Time off

Group by

Metrics

Date basis options

Timecard

Group by

Metrics

Money columns are capability-gated

Rows are scoped too

Related guides