With Time Reports you can analyse your team's time entries in many different ways. You can use different filters, groups and sums. Of course, you can export the data as .pdf & .xlsx to use it e.g. for your invoicing.
The overview page is split into My Reports and Shared Reports. My Reports shows all reports that you have created and Shared Reports show the reports other users have shared with you.
You can create new reports via the + button or the + Open Blank button. To open an existing report just click the name of the report.
The report tile shows the name, timeframe, creator and creation date for every report. You can search for reports in the top right corner. You can delete reports via the three-dot menu, if you are the report's creator.
Create, Save & Share Reports
If you create a new report you can enter the name, use filters (see below) and save the report. You can delete or share the report via the three-dot menu.
The filters are split into three options:
- Time filters
- Data filters
- List options
1. Time filters
Here you can select the timeframe that you want to use for your report. We distinguish between absolute and relative timeframes. Absolute timeframes, like "August", always show the data for the selected period, no matter when you open the report. Relative timeframes like "Current Month" always show the corresponding data.
2. Data filters
There are the following options to filter your data:
- Filter by user
- Filter by project
- Filter by type of work
- Filter by tag
- Filter by billing mode
- Filter by note in your time tracking entries
All filters work in combination. awork always uses and-operations. All filters will be applied when you click the apply button.
Here you can select one or more users. To show all users again click on All Users in the top right.
Here you have two options. You can select one or more projects or use additional filters like client, project type and project status. To show all projects again click on All Projects in the top right.
Type of Work
Here you can select one or more types of work. To show all types of work again click on All Types of Work in the top right.
You can filter for task tags, project tags and user tags. To show all tags click on All Tags in the top right corner.
Here you can filter by the billing-status of the time tracking entries
Here you can filter by note in your time tracking entries. To reset the filter just delete the text here.
3. List options
There are multiple options for the list options:
- Group by
- Sum by
- Sort list by
- Select shown columns
- Decide about rounding
All list options will be applied when you click the apply button. The selected options will be respected in print / PDF and grouped excel export.
Here you can set how the report will be grouped. The group names will be shown as titles on the list.
Here you can set how the time entries will be summed. If you sum by task the list will show one line per task, with the sum of all tracked times. You can expand the task to show it's detailed time entries.
Sort list by
Here you can set by which column the list is sorted ascending or descending. You can also sort by fields that are not shown.
Select visible columns
Here you set which columns are shown in the list. You can only choose from the existing options. It is not possible to add further options.
Decide about rounding
Here you can set how the list items will be rounded. There are two options: Round up to or round to nearest. If you select round to nearest an entry of 1:17 will be rounded to 1:15. If you select up to 1:17 will show as 1:30.
Export Data (.pdf & .xlsx)
You can export your data in two multiple ways.
- Print / .pdf
To get an export via pdf. click on the print icon on the top of the report. Now your browsers print window opens. Here you can apply different options, depending on your browser. But either way you can select to print the report or save it as .pdf file. All your filters will be respected for the export.
To print your logo on the .pdf just upload it in settings / workspace.
Tipp: If there is still a URL on your .pdf export, you need to deactivate this in the print settings.
The Summary shows the sum of all shown times (purple), the billable times (red) and the billed times (green). There are three options for how graphics are displayed: bar graph, matrix and pie chart. awork will automatically show the bar graph when entries are not grouped and the matrix if the entries are grouped.
1. Bar graph
If the report is not grouped, awork shows a bar for every timeframe (e.g. day) that reflects the time tracked. If you hover over it a tooltip will show the exact value of the bar and the date.
If the report is grouped, awork shows a matrix that contains all the selected groups as lines. You will find the values for the timeframe (e.g. day) in the matrix but all entries will be rounded to a full hour to make the report easier to read. If you hover over it a tooltip will show the exact value of the bar and the date.
3. Pie chart
If the report is not grouped, awork shows the ratios between not billable, billable and billed times. If you group the report the chart will show the ratios between the different groups. If you hover over it a tooltip will show the exact value of the entry and the percentage value.
Edit Time Entries
There are two options to edit time entries. You can either click on the three dots and select edit, which will open the detailed edit modal, or just click on the duration and edit it inline.
Mark Time Entries as Billed
To mark multiple time tracking entries as billed you can select single entries or groups by clicking the circle button on the left.
Now awork will show the following options:
- Clear selection
- Delete entries
- Set entries as billed
- Set entries as billable
- Set entries as not billable
- Change the type of work for selected entries