TMetric allows you to review and analyze your time tracking data using the following five types of reports: Project Summary, Tasks Summary, Team Summary, Detailed Report. To generate a report, click the Reports tab on the main menu and select the required report.
The Project Summary report shows summarized information on all projects in your account, including data on clients, project budgets, budget spendings, time, and billable time. The report also include colored charts that visually represent data contained in the report table.
The Tasks Summary report gives you a detailed information on the amount of time spent by each member on tasks within your projects. The report displays data in a table organized by user names, tasks, projects/clients, time, and billable time. The report also include colored charts that visually represent data contained in the report table.
The Team Summary report shows summarized information on all members. The data is organized by person, team, work days, time, time balance, and billable time.
The Detailed Report shows time tracking details on a day-by-day basis. The report includes a list of tasks that were worked on by each member of the account on a given day. The report displays data in a table grouped by day, user, time entry, project/client, and time (duration).
Note: The Time column may change to Hours when the time format in your account is set to decimal hours. Each record in the Time (Hours) and Billable Time (Hours) columns is clickable and leads you to the Tasks Summary report on a relevant user.
In reports, you can present data in different ways depending on your current needs. The report settings may vary depending on a report you choose, your role in the account, as well the settings of your account.
The settings that you applied to your report will be saved locally on your computer. So, when you open the report again, all your settings for this report will remain.
Filtering data in reports
You can organize data in the reports by Team, Project, Client, Tag, and Billable status to retrieve only the data you currently need. The filters may vary depending on the type of the report you choose. For example, filter Active Projects is available only in the Projects Summary report.
In order to set a filter, click it and select the required check boxes, then click the Apply Filter button. The numeral in a blue circle next to a filter shows the number of selected filter parameters. Most of the filters have search functionality to help you find the object you need.
To remove the filters currently applied, click the Clear Filter button.
Grouping data in reports
Grouping organizes table data in a logical format that meets your needs at the moment.
You can group your data using the following categories: Day, Project, User, Task, Client, and Time Entry that can be combined by two at a time. The grouping categories can vary in different reports.
- Click the Group by button and select a category from the First by column.
- Optionally, select the second category from the Then by column.
- Click Apply.
For example, in order to see the time spent on projects by each user, you need to group your data first by user and then by project.
Note: the grouping functionality is not available in the Team Summary reports.
Time entry intervals in Detailed report
You can configure the Detailed report to display the start and end time of each time entry in the Time column and the overall time spent on each time entry in the Duration column. Please note that the start and end time and the overall time are displayed for each separate time entry even if they relate to one task. This option is called Show start and end time in detailed report and can be enabled in the Account settings.
In Detailed report, the time values are links to relevant time entries. Click a link and you will jump to the Time page of a user to which this time entry belongs to edit it manually.
In case the option Show start and end time in detailed report is enabled, the duration time values become links.
This option is configured at the account level. Once enabled, the Turn Off Rounding button appears in reports allowing you to turn on and turn off time rounding for each specific report. If Time Rounding is turned on, all hours in the report will be rounded according to your Account settings.
Selecting date range
The date picker is located at the top right of every report. Click the currently selected date range to open the date picker window. The window displays a calendar with two months per page (a current month and a previous month). In the left pane, you can see a list of predefined date ranges for selection: Today, Yesterday, Current Week, Last Week, Current Month, Last Month, All Time, and Custom Range.
There are two ways of selecting the date range for a report:
- Select a custom range by clicking the start date and the end date on the calendar and then clicking Apply to generate the report for the selected period.
- Select one of the predetermined date ranges. In this case, the filter will be automatically applied to the report.
The selected time range remains when you switch between different reports.
Once you selected the time range for the report, the range is displayed in the upper right corner of the report. You can use back and forth arrows to move rough the calendar while maintaining the selected time range.
Exporting a report
You can export a report as a PDF or a CSV file. Click the Export button and select a format you prefer. Save the file to a folder on your computer.
Searching in report
Search by user, project, client or task name. You can search tasks with no description, simply type 'No description' in the search field.
Bookmarking a report
You can save your report for future use by bookmarking it in a browser you use. For example, in Chrome:
- Click the star icon in the address bar.
- Specify the name of the bookmark and the folder for storing the bookmark.