Overview

Complete Time Tracking Standard includes a comprehensive reporting system which allows you to view, print, copy to the clipboard, and export to file time entries and optionally billing amounts.

To display the reporting window click the Reporting button

on the toolbar or select Reports from the Tools menu.

Summary reports display sub-totals and totals, hiding the individual details of each time entry.

Report Type	Description
Summary by Date	A total for each date.
Summary by Date and Category	A summary showing totals for each category on each date.
Summary by Category	A total for each category. Charge amounts are also displayed in the report if the Rates and Amounts options are set.
Summary by Category and Date	A summary showing totals for each date for each category.
Summary by Category Tag	Time entries are grouped by category tag. Note that time entries are included in the report once for each category tag and report totals will therefore be higher than the actual total.
Summary by Time Entry Tag	Time entries are grouped by time entry tag. Note that time entries are included in the report once for each tag and report totals will therefore be higher than the actual total.
Project Status	The progress, start and end dates, estimated and actual time quote/charge amounts are displayed for categories with the report project status option set. See Configuring Categories.
Project Risk	Categories with the report project status option set that are at risk for going over the estimated time, quote/charge amount or target completion date are displayed and the at-risk items are highlighted. See Configuring Categories.

Detail reports display specific details of each time entry with sub-totals and totals.

Report Type	Description
Detail by Date	Individual details for each time entry showing the category and sub-totals by date.
Detail by Category	Individual details for each time entry and sub-totals by category.
Detail by Category Tag	Individual details for each time entry and sub-totals by category tag. Note that time entries are included in the report once for each category tag and report totals will therefore be higher than the actual total.
Detail by Time Entry Tag	Individual details for each time entry and sub-totals by time entry tag. Note that time entries are included in the report once for each tag and report totals will therefore be higher than the actual total.
Full Details	Full time entry details for each time entry, ordered by start date and time with no sub-totals. Useful for exporting detailed information to file.

The time entries included in reports can be filtered based on several criteria as follows. The filtering options are available on the Filter tab at the top of the Reports window.

Only time entries falling between the selected start and end date are included in the report. You can enter the dates manually, select them from the start and end date calendars, or choose a pre-set date period.

Any pre-set date period with the term Last refers to a period of time up to the current date, for example Last 7 days.

Any pre-set date period with the term This refers to that current period of time, for example This Week.

Any pre-set date period with the term Previous refers to a period of time prior to the current period, for example Previous Week.

Periods include today, yesterday, 7 days, week, month, 3 months, 6 months, year and all dates.

Only include time entries matching specific user defined tags. Enter these as comma separated values or click the tag selection button to select from previously used time entry tags.

Only include time entries for categories matching specific user defined tags. Enter these as comma separated values or click the tag selection button to select from previously used category tags.

Select the category from the category tree to the left of the window. The report will only include time entries from the selected category and its sub categories. This allows you to generate a report for a particular customer or project for example. To include time entries for all categories in the report select the top-level ALL category.

There are several options that control the content displayed in reports. The options can be accessed by selecting the Report Options tab at the top of the Reports window.

This controls which sub-categories, if any, to include on the report. Sub-totals by category will be shown in most report types. For example, if you are only interested in a summary by customer and you have organized your categories such that customer is the top-level category with project and task sub-categories, then you can select the ALL category for the report and set Report Category Levels to 1. If you want sub-totals for each project then set Report Category Levels to 2.

The Project Status and Project Risk reports show details about categories with the report project status option set. By default only projects that have time entries appear in the project reports, which is useful if you have created placeholder categories, from templates for example, for future projects and do not want them to appear in the reports. The Include projects without time entries will include these project categories without time entries in the report.

There are two options for including categories in the data view report and export files. The full category hierarchy can either be listed in a single column with the category at each level separated with the forward slash '/' character, or alternatively the category at each level can be listed in a separate column.

Note: Due to rounding of the individual durations and amounts displayed in the reports, the totals displayed may differ slightly from the sum of the rounded values.