DocsFeaturesReports

Reports

Generate time and billing reports by client, project, or date range. Visualize data with charts and export polished PDFs for invoicing.

Generating a Report

Reports are generated instantly from your local database. Combine filters to narrow down to exactly the data you need.

Generating a Report
1

Open the Reports page

2

Select a date range (preset or custom)

3

Optionally filter by client, project, or billable status

4

Review summary cards, charts, and the detail table

5

Click "Export PDF" to save a print-ready document

All processing happens locally - no server round-trip, even for reports spanning months of data. Full reports require the Pro plan (€7/mo) or higher. PDF and CSV exports require the Business plan. See Subscription & Billing for details.

Filter Options

Filters combine with AND logic. Each filter narrows the results further, so start broad and add filters to focus.

  • Date range - presets (This Week, Last Month, This Quarter, etc.) or custom picker
  • Client - filters to all entries for that client's projects
  • Project - drill down to a single project (cascades from client filter)
  • Billable status - Billable only, Non-billable only, or All
  • Column sorting - sort the detail table by date, duration, project, or amount

Selecting a client auto-populates the project dropdown with only that client's projects.

Report Types Comparison

The report view is divided into three sections that work together: summary, charts, and detail table.

SectionWhat It ShowsBest For
Summary cardsTotal hours, billable hours, total amount, avg daily hoursQuick snapshot of key metrics
Time distribution (donut)Hours by client or project, color-codedSeeing allocation at a glance
Trend line chartDaily tracked hours over the period (auto-switches to weekly for long ranges)Spotting consistency patterns
Billable breakdown (split bar)Billable vs. non-billable per day/weekOptimizing utilization
Stacked bar chartTime by project within each clientMulti-client period reviews
Detail tableEntry-by-entry list with date, description, duration, rateLine-item verification and invoicing

Understanding Report Metrics

Four summary cards appear at the top of every report. Each metric is calculated on the fly from the filtered data.

MetricCalculationNote
Total HoursSum of all matching entry durationsIncludes billable and non-billable
Billable HoursSum of entries marked billableSubset of Total Hours
Total AmountEach billable entry's duration × its applicable rateZero if no billing rates are set
Avg Daily HoursTotal Hours ÷ days with at least one entryDays with zero entries are excluded

The billable amount uses cascading rates: entry rate → project rate → client rate (most specific wins).

PDF Export

Export any report as a professionally formatted PDF for invoicing or record-keeping. The PDF is generated locally - no data leaves your machine.

1

Configure your filters and date range

2

Click "Export PDF" in the top bar

3

The PDF is saved to your Downloads folder

4

First page: summary and filters. Following pages: charts and entry table

  • Includes your configured business name in headers
  • Filename includes date range and filter criteria
  • Bookmark filter URLs for recurring one-click invoice generation
Reports | Nareli