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How to Run a Report

Pick a report, filter it to what you need, and export it or have it emailed

Applies to: Workforce · Premium · LawBillity

Reports turn your team's time and expenses into answers: hours by client, what's unbilled, which projects are over budget, what to send to payroll. Choose the report that matches your question, filter it, and export it or have it emailed.

Reports - Filters

The report filters: users, clients, projects, date range, and entry status.

Running a Report

  1. Click Home > Reports.
  2. Choose a report from the list.
  3. Set the filters (see below). The date range starts at the last 30 days.
  4. Tick any Display Options you want, and type in the Notes box if you want text at the end of the report.
  5. Click Generate Report. Reset clears your choices.

Report Output - User Entry Report

A User Entry Report: every entry, with the user, client, project, hours, and amounts.

Filters Worth Knowing

If you want to...
Use
Include someone who has left
Include Disabled next to the user filter.
Include a finished project
Include Closed Project next to the project filter.
See only approved time, or only what's waiting
Entry Status: Pending, Submitted, Approved, or Rejected.
See what's been invoiced or is still to bill
Status: Billed, UnBilled, or Pre-Billed.
Organize the report differently
Group By: Date, User, Client, or Activity.
Narrow it further
Activity type, expense type, project type, account manager, client group, Billable, or Commission.

Useful display options include Show Financial Info, Show Graph, Start / End Times On, Include Internal Entry, and Show Signature Line(s) for reports someone has to sign.

Which Report?

If you want to know...
Start with
How many hours each person worked
Timesheet Summary
Every entry, one by one
User
Time and expenses by client
Client Entry
Hours and budget by project
Project-Summary or Project-Estimates
Who owes you money
Account Receivable
Hours to send to payroll
Payroll

For more help choosing, see Time Reports: Which Report Should I Use?, Billing & Invoice Reports, Project Reports: Budget vs. Actual and Profitability, Payroll Reports, Expense Reports, and User & Activity Reports.

Exporting and Scheduling

  • Export To CSV to open the report in Excel or another spreadsheet.
  • Add Automated Report to have the report emailed daily, weekly, monthly, or yearly, or to save the filters you chose so you can run it again.
  • Shared Reports, at the top of the list, holds report setups shared with your team.

Common Problems

  • The report is empty or too short. Check the date range (it starts at the last 30 days) and the Entry Status and Status filters.
  • Someone who left is missing. Tick Include Disabled.
  • You only see your own time. Employees see their own data in reports. Managers see the people they have access to. See Choosing What Each User Can See (Access Permissions).
  • You can’t find the billing or expense reports. They're part of Premium and LawBillity.