Report metrics reference

A metric is a number a report works out for a group of records. This page lists every one, what it means, how it is calculated, and which source it belongs to.

How to read this page

Column	Meaning
Metric	The label you see in the column catalog
Means	What the number tells you
Rolled up by	How the number is combined for a group
Needs	The capability required to see it. Blank means everyone with report access sees it.

Four roll-up kinds appear:

Sum – the values are added together
Count – the number of records
Distinct – the number of different values
Ratio – one figure divided by another, shown as a percentage
Average – the mean across the records

A metric only exists on its own source. Asking a time-entries report for Budget returns “can’t be calculated on this report yet”. Match the metric to the source before you build.

Time entries

Time totals

Metric	Means	Rolled up by	Needs
Reported time	Total tracked duration in the group	Sum	–
Billable time	Tracked duration flagged billable	Sum	–
Non-billable time	Tracked duration flagged non-billable	Sum	–
Approved time	Duration in an approved or locked state	Sum	–
Invoiced time	Duration already attached to an invoice line	Sum	–
Uninvoiced time	Billable, approved or locked duration with no invoice line	Sum	–
Timer time	Duration captured with the running timer	Sum	–
Manual time	Duration entered by hand after the fact	Sum	–
Timer %	Timer time ÷ Reported time	Ratio	–

Counts

Metric	Means	Rolled up by	Needs
Entries	Number of time entries in the group	Count	–
Members	Number of different people who logged time in the group	Distinct	–

Money

Metric	Means	Rolled up by	Needs
Labor cost	Internal cost of the tracked time: cost rate × duration	Sum	`time.viewCost`
Billing rate	The effective billing rate applied to the entry	Average	`rate.viewBilling`
Revenue	Billable value of the tracked time: billing rate × duration	Sum	`rate.viewBilling`
Profit	Billable value minus labor cost and expenses	Sum	`time.viewCost` and `rate.viewBilling`
Profit margin	Profit ÷ Revenue	Ratio	`time.viewCost` and `rate.viewBilling`

Profit and Profit margin need both capabilities, not one. Profit is revenue minus cost, so seeing profit next to cost would let anyone work out the revenue figure they were not meant to see. See /reports/report-permissions.

Expenses

Metric	Means	Rolled up by	Needs
Expense cost	The raw amount paid – your internal cost	Sum	`time.viewCost`
Billable value	What the client is billed: amount × (1 + markup)	Sum	–
Expenses	Number of expenses in the group	Count	–

Invoices

Money on the invoice

Metric	Means	Rolled up by	Needs
Invoice total	The invoice grand total	Sum	–
Subtotal	Line items before discount and tax	Sum	–
Discount	Total discount applied	Sum	–
Tax	Total tax across all named tax lines	Sum	–
Paid	Payments received against the invoice	Sum	–
Outstanding	Total minus paid, credit notes and write-offs. Void and draft invoices are excluded.	Sum	–
Invoices	Number of invoices in the group	Count	–

Receivables aging

Aging is measured from the due date.

Metric	Means	Rolled up by	Needs
Current	Outstanding, not yet past due	Sum	–
1–30 days	Outstanding 1 to 30 days past due	Sum	–
31–60 days	Outstanding 31 to 60 days past due	Sum	–
61–90 days	Outstanding 61 to 90 days past due	Sum	–
90+ days	Outstanding more than 90 days past due	Sum	–

Set the report’s date basis to Due date for an aging report. On the issue date the buckets still calculate, but the period window will not line up with what you are reading.

Projects

This is where budget and profitability live.

Metric	Means	Rolled up by	Needs
Budget	The project’s budget amount	Sum	–
Actual cost	Tracked internal cost on the project	Sum	`time.viewCost`
Tracked value	Client-facing billable value of tracked time	Sum	`rate.viewBilling`
Forecast margin	Forecast margin on the project	Sum	`time.viewCost`
Profit	Tracked value minus actual cost	Sum	`time.viewCost` and `rate.viewBilling`
Invoiced	Sum of invoices attributed to the project	Sum	`invoice.manage`
Projects	Number of projects in the group	Count	–

Money figures fold per currency, so a workspace billing in more than one currency never adds unlike amounts together.

Tasks

Metric	Means	Rolled up by	Needs
Estimate (h)	Estimated hours on the task	Sum	–
Tracked	Time logged against the task inside the report period	Sum	–
Remaining (h)	Estimate minus tracked, floored at zero	Sum	–
Tasks	Number of tasks in the group	Count	–

Remaining never goes negative. A task that has run 4 hours past a 10-hour estimate shows 0 remaining, not −4. To find overruns, compare Tracked against Estimate (h) directly.

Timesheets

Metric	Means	Rolled up by	Needs
Submitted	The period’s total once it has been submitted. A period never submitted counts 0.	Sum	–
Approved	The period’s total once it has been approved. Submitted, changes-requested, withdrawn and missing periods count 0.	Sum	–
Periods	Number of person-and-period cells, missing ones included	Count	–

Time off

Metric	Means	Rolled up by	Needs
Days	Leave amount for requests measured in days. Hour-based requests count 0.	Sum	–
Hours	Leave amount for requests measured in hours. Day-based requests count 0.	Sum	–
Requests	Number of leave requests in the group	Count	–

Days and hours are kept apart on purpose. Adding a 2-day request to a 4-hour request would produce a number that means nothing. Group by Unit to see both side by side.

Timecard

Durations first, then day counts.

Metric	Means	Rolled up by	Needs
Scheduled	Expected time for the day	Sum	–
Worked	Actual worked time, from closed sessions	Sum	–
Late	Time late past the scheduled start, beyond the grace period	Sum	–
Left early	Time left before the scheduled end, beyond the grace period	Sum	–
Over scheduled	Time worked beyond the expectation, beyond the grace period	Sum	–
Days absent	Scheduled days with no work recorded	Sum	–
Days worked on day off	Days worked when not scheduled	Sum	–
Days unscheduled	Worked days with no schedule assigned	Sum	–
Days incomplete	Days with a session that was never clocked out	Sum	–
Days	Number of person-days in the group	Count	–

Where each family lives

The single most useful table on this page.

You want	Use this source	Metrics
Hours and the billable split	Time entries	Reported, Billable, Non-billable, Approved, Invoiced, Uninvoiced
Cost, revenue and margin on time	Time entries	Labor cost, Revenue, Profit, Profit margin, Billing rate
Budget against actual	Projects	Budget, Actual cost, Tracked value, Forecast margin, Profit, Invoiced
Estimate against tracked	Tasks	Estimate (h), Tracked, Remaining (h)
Spend and markup	Expenses	Expense cost, Billable value
Receivables and aging	Invoices	Outstanding, Paid, Current, 1–30, 31–60, 61–90, 90+
Submission compliance	Timesheets	Submitted, Approved, Periods
Leave booked	Time off	Days, Hours, Requests
Attendance against schedule	Timecard	Scheduled, Worked, Late, Left early, Days absent

The budget family cannot be worked out from time entries. A time entry records one person’s duration – it has no idea what the project was budgeted. Build budget reports on the Projects source. This is the most common report-building mistake, and the starter Budget vs actual report is on the Projects source for exactly this reason.

Rounding and money

Durations are stored to the millisecond and shown in your workspace’s time format.
Money is exact-decimal, folded per currency, and never re-rounded on screen.
The figure in a CSV, in an Excel file, in a PDF, in a scheduled email and on your screen are the same number to the cent. They come from one calculation, not four.

Example

Sarah Lin tracks 3 hours on “Homepage wireframes” for Bluebird Coffee – Website Redesign.

Metric	Value	Why
Reported time	3h	The duration she logged
Billable time	3h	The entry is billable
Revenue	$300	$100/hour × 3 hours
Labor cost	$135	$45/hour × 3 hours
Profit	$165	$300 −$ 135
Profit margin	55%	$165 ÷$ 300
Entries	1	One time entry

Priya Raman opens the report and sees Reported time, Billable time and Revenue, because her role can see billing rates. She does not see Labor cost, Profit or Profit margin – those need cost access. Maya Ellis sees all six.

Permissions

Metric family	Capability
All time totals, counts, tasks, timesheets, leave, timecard	None beyond `report.view`
Labor cost, Expense cost, Actual cost, Forecast margin	`time.viewCost`
Revenue, Billing rate, Tracked value	`rate.viewBilling`
Profit, Profit margin, project Profit	`time.viewCost` and `rate.viewBilling`
Invoiced	`invoice.manage`

A metric you may not see is never offered in the column catalog, and never appears in a file you export. If a saved report asks for one, the cell shows a lock and reads Restricted.

What happens next

Once you know which metric answers your question, pick its source and build the report – see /reports/build-a-report. The same metric list drives the column catalog, the filter fields and the pivot value.

Common questions

Why is a metric missing from my column list?

Either the source cannot calculate it, or your role may not see it. The catalog only offers metrics that pass both tests.

Why does Profit need two permissions?

Profit is revenue minus cost. Someone who can see cost and profit can subtract one from the other and get revenue. Requiring both closes that gap.

Does Uninvoiced time include non-billable hours?

No. It counts billable, approved or locked time that has no invoice line. Non-billable time was never going on an invoice.

Why is Approved time different from Submitted time?

Approved means a reviewer accepted the week and the time is locked. Submitted only means the person finished and sent it. See /timesheets/timesheet-statuses.

Do the totals cover the whole report or just this page?

The whole filtered set. A page banner may say only one page of rows is shown, but the totals never come from the visible page.

Troubleshooting

Message or symptom	Fix
”X can’t be calculated on this report yet. Remove that column.”	The metric belongs to a different source. Switch source.
”X can’t be sorted on this report yet.”	You are sorting on a metric this source cannot produce
A money column reads Restricted	Your role lacks `time.viewCost` or `rate.viewBilling`
Leave Hours shows 0 everywhere	Your policies are measured in days. Read Days instead.
Timecard metrics are all empty	The Time Clock app may be off, or nobody clocked in

Report sources

Which source owns which metric family.

Report permissions

The cost and rate firewall in detail.

Cost rates

What a person costs you per hour.

Profitability and margin

How margin is worked out on a project.

Build a report

Put these metrics into a report.

Glossary

Every term used here, defined once.

​How to read this page

​Time entries

​Time totals

​Counts

​Money

​Expenses

​Invoices

​Money on the invoice

​Receivables aging

​Projects

​Tasks

​Timesheets

​Time off

​Timecard

​Where each family lives

​Rounding and money

​Example

​Permissions

​What happens next

​Common questions

​Troubleshooting

​Related guides

Report sources

Report permissions

Cost rates

Profitability and margin

Build a report

Glossary

How to read this page

Time entries

Time totals

Counts

Money

Expenses

Invoices

Money on the invoice

Receivables aging

Projects

Tasks

Timesheets

Time off

Timecard

Where each family lives

Rounding and money

Example

Permissions

What happens next

Common questions

Troubleshooting

Related guides