Reports

Reports turn raw time entries into something you can hand to a client, finance team, or auditor. Two pages live under reports:

• /track/reports — the simple report view. Pick filters, see results, export.
• /track/reports/builder — the report builder. Define a saved report you can re-run later or share with the team.

Quick reports — /track/reports

Filters live on the left side; results update as you change them.

Filter	Notes
Date range	Start + end. Defaults to the current week ending Friday.
Project	Multi-select. Empty = all projects.
Team member	OWNERs/ADMINs can pick anyone. MEMBERs are locked to themselves.
Tags	Multi-select on time-entry tags
Billable / Non-billable	Filter by the billable flag

Results show:

• Total hours
• Breakdown by project (and by member if applicable)
• Breakdown by date
• The underlying entries

There’s no Run button — change a filter and the result re-renders.

CSV export

Click Export CSV in the corner of the report. The file contains:

Date, Project, Task, Member, Duration (hours), Billable

The export honors the filters you’ve applied — the CSV only contains the rows currently on screen.

Saved reports — /track/reports/builder

Where the simple page is good for one-off slices, the builder lets you save a configuration to re-run later. Useful for:

• Weekly client status reports (filter by client’s project, by week)
• Monthly billable-hours summaries
• Per-member productivity reviews

Workflow:

1. Open Builder → click New Report.
2. Pick a name and description.
3. Configure filters and grouping (same as quick reports, plus pivot options).
4. Save.

The saved report appears in the reports list at /track/reports. Anyone in the team with permission can run it.

Permissions on saved reports

Each saved report has two access controls:

• Allowed roles — which team roles can view it (default: all)
• Allowed users — explicit user ids if you want to scope it tighter than role

Use this when a report contains sensitive data (e.g. partner-only profitability) and you don’t want every MEMBER to see it.

Roles & visibility

A MEMBER running a quick report only sees their own time entries — even if they pick a different name in the team-member filter, the API enforces own-data only.

OWNERs and ADMINs see everything across the team.

This applies to CSV exports too: a MEMBER can only export their own data.

What reports don’t do (yet)

• Send a scheduled report via email — not built.
• Show $ amounts (only hours). Profit/billing summaries live in Invoices once you’ve imported the time as line items.
• Compare periods (this week vs last week). On the roadmap.

If any of those would help, ping us on Discord.