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Reports

See where your team's time is going — logged, billable, approved and its **cost** — broken down by workspace, project and person.

What it does

The Reports page rolls up every completed time log across your team into one view: total time, and the same totals split out by workspace, by project and by person, each showing logged time, the portion marked billable, and the portion approved to charge. Set a default hourly rate and Reports also values that logged time in £ and tracks it against each project's optional cost budget.

Where to find it

Click Reports in the top navigation, or go to /dashboard/reports.

Step by step

Read the report

  1. Open Reports.
  2. Use the This week / This month / All time toggle (top right) to scope the figures to a period.

If your team uses more than one structure, a Structure filter sits in the left rail — All structures plus a pill for each structure (your current structure is marked in its tooltip). Pick one to scope the whole report (every table, the totals, the progress panel and the CSV) to the work inside that structure, or All structures for everything. "Current structure" is whichever you last opened in Structures. When you have more than one workspace, an All workspaces / <workspace> toggle appears beside it — pick a workspace to scope the whole report (every table, the totals and the CSV) to that workspace's threads, or All workspaces to see everything. Once a workspace is selected, an All projects / <project> toggle appears too, so you can narrow further to a single project. (Switching workspace clears the project scope.) An Everyone / <person> toggle scopes the report to one teammate's logged time. These scopes combine, and all of them flow through to the CSV export. Toggle Billable only (beside the period toggle) to count just the billable time logs across the whole report and CSV — handy for an invoice-focused view. Approved only narrows it further to the time you've approved to charge. The two compose with each other and every other scope. A Tag chip row sits just below the header: click a tag to scope the whole report (every table, the totals, the progress panel and the CSV) to threads carrying that tag — e.g. all the time spent on anything tagged Bug or Client X — and All tags to clear it. The tag scope composes with the workspace/project/person/period/billable/approved scopes.

  1. The cards at the top show your team's totals for that period: Logged, Billable and

Approved time — plus a Value card (logged time × your hourly rate) once a rate is set. When you're scoped to This week or This month, a muted line just beneath the cards compares the current period to the one before it — e.g. ▲ 3h 20m more than the previous week or ▼ 1h less than the previous month (or Same as the previous week) — so you can see the trend at a glance. (There's nothing to compare for All time.) A further line summarises the scope: how many threads, people and projects the report covers and the active period.

  1. By workspace, By project and By person list each one with a bar (sized by logged time) and its logged /

billable / approved figures, how many distinct threads that time spans (with the average time per thread when more than one), and the £ value of that time when a rate is set. Each table with more than one row has a small Logged / Billable / Threads sort toggle (top right) to re-order its rows by that measure. Click a By workspace, By person or By structure row to drill in — the whole report (and the CSV) is instantly scoped to that workspace, person or structure, on top of your current period/billable filters. When the report covers more than one structure, a By structure table appears too — the same logged / billable / approved / value figures grouped by each structure (e.g. Clients, Internal, Notes), so you can see where time goes across your whole organisation at a glance. Click a structure row to scope the whole report to it (the same as picking it in the left-rail Structure filter); it's also a Structure group in the CSV.

  1. By tag groups logged time by the tags on your threads (e.g. Bug, Feature, Client-X), with an

Untagged row for time on threads that carry no tags. Because a thread can have more than one tag, its time is counted under each of its tags — so the By-tag rows can add up to more than the total at the top. That's expected (it's not double-counting in error); a note under the table reminds you.

  1. By thread lists the individual threads carrying the most logged time — each row labelled by its

reference and title (e.g. PLAT-12 · Login bug), with the same logged / billable / approved figures and £ value. Click a thread row to open that thread. The list shows the top 50 threads by time logged; a note appears beneath it when more exist.

  1. A budgeted project or workspace row shows how much is left under its hours/£ budget (e.g. *1.4h left

this week), or how far over it is (e.g. over by 3.6h this month), beside the used-of-budget percentage. The figure respects the budget's period: a weekly budget counts only this week's logged time, a monthly budget only this month's, and a total budget all time — whatever period the report itself is showing*. So a budget's remaining figure stays steady even as you switch the report's This week / This month / All time toggle.

See what happened this week or month

  • When the range is This week or This month, a "What happened this week/month" panel appears above

the breakdown tables. It summarises activity for the period under your current scope (workspace / project / person / billable / approved):

  • Threads resolved — how many threads were marked resolved in the period.
  • New threads — how many threads were created.
  • Threads worked on — how many distinct threads had time logged.
  • Time logged — total time logged in the period.
  • Beneath the counts, Most active this period lists the threads with the most logged time — click any one

to jump straight to that thread. (The panel is hidden for All time, which has no single period to sum up.)

Value time and track cost (£)

  1. In Settings → Team, set a default hourly rate. Reports immediately values all logged time at that

rate (the Value card and a £ figure on each row). Set it to 0 to turn costing off.

  1. Give a project a budget from its board, or a whole workspace a budget from the workspace page —

click Set budget and fill in an Hours and/or Cost budget (£) with a period (per week / per month / total). You can set hours, cost, or both — leave a field at 0 to skip it. (Setting budgets is owner/admin only.) The project budget shows on its By project row and the workspace budget on its By workspace row.

  1. That row then shows £ used of £ budget (%), turning red once you're over — just like the

hours budget.

Cost & earnings from your rates

If you set per-item rates on your structures (Contexts → a layer item → Rates: a CLIENT rate for what you charge and WORKER rates for what people cost), Reports values time against those too — alongside the simple default-rate Value:

  • Cost (rates) — logged hours × each person's WORKER rate for the item they worked on (rates inherit down from

a parent item if the item itself has none).

  • Earnings (rates) — logged hours × the item's CLIENT rate. Owners/admins only.

These appear as summary cards and a · cost £… / · earns £… figure on each row, and as extra columns in the CSV export. As a non-admin you only ever see your own worker cost — never colleagues' costs or client earnings.

Each entry is valued at the rate that was in force on the day the work was logged, so if you change a rate part-way through a period, time before the change keeps the old rate and time after it uses the new one — the report doesn't retro-apply the latest rate to older work.

Track subcontractor costs (owners/admins)

  • On a project board, owners/admins see a Subcontractors button. Use it to book external costs — a

subcontractor invoice, a one-off purchase, anything that isn't your team's logged time. Give each a description, an amount (£) and an optional date, then Add cost. Remove one with the bin icon.

  • These amounts are added to the project's cost budget usage on Reports, so £ used of budget reflects your

team's time plus subcontractor spend. They're counted by their date against the budget's period — a monthly cost budget only counts this month's subcontractor costs, a weekly one only this week's, and a total budget counts them all.

Request a budget change (team members)

  • If you're not an owner or admin, the project/workspace page shows a Request budget button instead of

Set budget. Open it, propose new Hours, Cost and period (it's prefilled from the current budget), add an optional reason, and click Send request.

  • The org's owners and admins get an Update about your request and see a Budget requests button (with a

count) on that page. From there they Approve it — which applies your proposed figures to the budget — or Decline it. Either way you get an Update telling you the outcome.

Add a report note (owners/admins)

  • In Settings → Team, the Report note field lets an owner/admin add a short line of text (e.g. *Figures

exclude un-approved time, or a client-facing intro). It shows in a muted box at the top of the Reports page and is included as a Note row at the start of the CSV export*. Leave it blank for none.

Export to CSV

  • Click CSV (next to the period toggle) to download the current report — the by-workspace, by-project,

by-person, by-thread and by-tag rows for the selected period (and the selected workspace, if you've scoped to one) — as a spreadsheet-ready file. Each row's Group column says whether it's a Workspace, Project, Person, Thread or Tag. Hours are given to two decimals, a Threads column carries the distinct-thread count, and the Valued cost and Budget cost columns carry the £ figures. For budgeted projects, Hours left and Cost left columns show what remains under budget (negative when over) — measured over the budget's own period (this week / this month / all time), matching the on-page figures. If a report note is set, it appears as a leading Note row.

Make the numbers meaningful

  • Time only appears here once it's logged on a thread (start a timer, or use Log time).
  • Mark entries billable and approve the chargeable portion on the Time page or on a thread —

those flags feed the billable and approved columns here.

What each screen shows

  • Summary cards — team totals for Logged, Billable, Approved time and (with a rate set) Value.
  • By workspace / By project / By person / By thread tables — one row each, with a proportional bar, the

three time figures and the £ value of the logged time. (By thread is capped to the busiest 50 threads.)

Tips

  • An empty report just means no time has been logged yet — track some time and refresh.
  • Use the breakdowns to spot where effort is concentrated and what's actually chargeable.
  • If a project has an hours or cost budget (set from its board), its row shows used of budget (%)

and the bar turns red once you're over — a quick health check across all projects.

Troubleshooting

  • A project/person is missing — they'll only appear once time has been logged against their threads.
  • "No time matches these filters" — your scope (workspace / project / person / period / billable /

approved) excludes everything. Click Clear filters to jump back to the full all-time report.

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