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Reports answer questions about your work with real numbers. Where did this month’s hours go? What have we not invoiced yet? Which project is going over budget?

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What is a report?

A report is a saved question. You pick five things, and TimeTracker runs them live every time the report is opened: A report never stores numbers. It stores the question. Open a This month report in August and you see August.

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Where reports live

Go to Reports in the sidebar. You land on the report library – a searchable table of every report you can see. Click any row to open the report. The row-end controls are a rename pencil, a duplicate icon, and the lifecycle menu – they only appear on reports you may curate. Above the table sit two filters and one button:
  • A visibility dropdown: All reports, Personal, Shared
  • A lifecycle dropdown: Active, Archived, Trash, All
  • New report, shown only if you can create reports
The two dropdowns filter on different axes. Visibility is about who a report is for. Lifecycle is about whether it is live or retired. See /data/archive-something.

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Empty states

  • No reports at all: “No reports yet.” with “Build your first report to see time, budget, and profitability across your work.”
  • Nothing matches a search or filter: “No reports match your search or filter.”

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The eight data sources

Every report reads exactly one source. A source decides what one row means. Reports cannot join sources. A projects report cannot reach into invoices, and vice versa. Full detail in /reports/report-sources.
Not every figure is available on every source. The estimate and budget family cannot be worked out from time entries – budget figures live on the Projects source. Picking the wrong source is the most common reason a report will not build.

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Three layouts

See /reports/grouping-and-pivots.

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What is free and what is Pro

The Reports app is on every plan. It is switched on by default and never hidden behind a paywall. What the plan tiers is the depth:
Saving is what needs Pro, not looking. On Free you can open every starter report, change its period, and read the answer. You cannot keep the change as a saved report.
See /concepts/plans-and-features and /billing/free-vs-pro.

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Example

Northwind Studio opens Reports on a Monday morning.
  • Priya Raman opens Hours by project and sees Bluebird Coffee – Website Redesign at 62 hours this month.
  • She clicks the subtotal to drill in and finds Sarah Lin’s 3 hours on “Homepage wireframes”.
  • Maya Ellis opens Budget vs actual and sees the $40,000 Website Redesign budget against actual cost and tracked value.
  • Sarah Lin opens the same Hours by project report and reads the hours. The cost columns are not there for her – her role cannot see cost.

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Permissions

Out of the box, Owner and Admin hold all seven. Project Manager and Member hold view, create and edit. Finance, Contractor and Client hold none, so Reports does not appear in their sidebar. Full detail in /reports/report-permissions and /concepts/roles-and-capabilities.

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What happens next

Once you have a report you trust:

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Common questions

No. Every new workspace starts with five ready-made reports. Open one, change what you want, and save it as a new report. See /reports/report-templates.
Either your role does not hold report.view, or the Reports app is switched off for the whole workspace. An app that is off is hidden entirely. See /concepts/apps-and-modules.
Yes. A report runs against your current records each time it is opened. Nothing is cached or frozen.
Yes, and that is deliberate. Cost and revenue columns are hidden from people whose role cannot see them, and the rows themselves cover only the people you supervise. See /reports/report-permissions.
No. The dashboard is a fixed set of personal widgets, not a report you configure. See /reports/dashboards.

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Troubleshooting

More in /troubleshooting/report-problems.

Build a report

Every control in the report builder, step by step.

Report sources

All eight sources, their fields and their figures.

Report templates

The five starter reports in every workspace.

Report permissions

Who sees what, and how the cost firewall works.

Metrics reference

Every figure a report can calculate.

Dashboards

The personal dashboard and its widgets.