Dashboards and reportsUpdated
Time reports
See how many of your tracked hours are billable, how busy people are against their weekly hours, and what an hour of work really earns you.
Two ready-made reports use your tracked time: Utilisation shows how busy people are and how much of it is billable, and Effective hourly rate shows what an hour of work earns.
Before you start
- The Time tracking module must be on. See Turn modules on and off.
- You only see time entries you are allowed to see.
Open a time report
- Click Dashboards in the rail.
- Click Reports in the panel.
- Under Time, click Utilisation or Effective hourly rate.
Utilisation
Everyone sees Tracked hours, Billable hours and Billable share, per person.
Owners and admins also see Capacity, Utilisation and Billable utilisation. Utilisation is hours tracked divided by capacity. Capacity comes from each member's weekly hours. See Timesheet settings.
- A person with no weekly hours is left out of utilisation, and a note says how many.
- Approved time off comes off capacity when the Team module is on. If it is off, a note says time off isn't deducted.
Effective hourly rate
- Effective rate: billed revenue divided by all hours tracked, billable or not.
- Billed rate: billed revenue divided by billed hours only.
- Billed revenue: the billed amount of hours on invoices that aren't Draft or Void.
- Unbilled billable hours: billable hours not on any invoice yet.
The table splits these by client. Hours covered by a retainer earn 0 here, because their fee is on the contract's invoice. Amounts are in your base currency.
Change what a report covers
- Period: such as This month, Last quarter or Custom….
- Person: Anyone, Me, a team or one person.
- Compare to previous period: shows the change against the period before.
Click a number to open the time entries behind it. Click Export CSV to download the table.