Project Reports

Project Reports provide an overview of hours worked on a project during a specific time period.

Accessing Project Reports

Project Reports can be accessed in two ways:

From the Project page: Each project has a Reports section that lists all previously generated reports

Creating a New Report

To create a new Project Report:

Navigate to the project page
Select the desired date range using the date picker at the top
Click the "+" button in the Reports card
Confirm the creation of the report for the selected date range

Report Contents

Each Project Report includes:

Header Information

Project Name: The name of the project
Date Range: The period covered by the report
Customer: The client the project is for
PO Number: The purchase order number (if available)
Customer Contact: The primary contact at the customer
Project Manager: The person managing the project

Summary Statistics

Active People: Number of team members who worked on the project
Total Hours: Total hours logged during the period
Total Cost: Total billable amount for the work

Visual Data

Hours Chart: A bar chart showing hours distribution across the period

Detailed Information

Summary Table: A breakdown of hours and costs by team member
Hour Records: Detailed list of all time entries showing:
- Date
- Time duration
- Person who logged the time
- Description of work completed

Managing Reports

From the Project Page, you can:

View Report: Click the eye icon to open the report in a new tab
Delete Report: Click the trash icon to remove the report

Reports can be:

Downloaded as PDF: Click the PDF button in the report view to download a PDF version of the report.

Important Notes

Reports are snapshots of data at the time of creation
Reports remain accessible even if the underlying time records are modified
PDF report can also be downloaded from the Invoices page and on the Create Invoice page while creating an invoice.