Summary report

Get a broader view of the tracked time. Organize and display the data in different ways

Vedran avatar
Written by Vedran
Updated over a week ago

Use the Summary Report to see the total tracked time broken down in different ways. A common question answered by this report is "How much time did we track for a specific activity?". You can also generate an invoice to send to a client from this page.

To open the Summary report page, click on the Reports button in the main Toggl Track sidebar.

In this article we cover:

Date Picker

If nothing shows up on the summary Report when you first load it, you may need to define a date range for the report. Click on This Week on the upper-left, below Filter by to choose a custom or preset date range.

Date Picker

See the Selecting a date range article for more details on using the Date Picker, especially for selecting custom date ranges.

Please note that our reports have a maximum range of 1 year.

Filters

To limit the report by to a specific User, Client, Project, and so on, use the options beside Filter by near the top. Clicking on a filter opens a dropdown.

You can use the search box on the top of each dropdown to zero in on specific items as needed.

The report updates automatically when you close a filter dropdown. More details are available through the Filtering reports article. 

Chart

Below the Filters and Date Picker is a bar chart. It breaks down the tracked time by periods, depending on how long the report's date range is. At the top of each bar you will see the total hours.

On paid Organizations, the dark purple portion of each bar indicates how much billable time was tracked for that period. You can hover over each bar with your mouse pointer to see the total time for its period.

Grouping List

Underneath the bar chart is a two-level breakdown of the time, set through the Group by + and dropdowns. The primary grouping button also shows an audit button next to it. For more on this, go here.

The list below these dropdowns automatically updates as you make changes. Clicking each number beside each first-level item shows the second-level items under it.

For example: With Client and Description set, you'll see the different Time Entries tracked for a specific Client.

You can also choose to show or hide amounts and rates on the report.

To the right of the list are the total Clocked Hours for the report. On paid Organizations, the total Billable Hours and Amount are shown as well.

You can also group by more than 2 fields in Analytics.

Pie Chart

The pie charts visualize the list's primary and secondary grouping breakdown. These charts only show items that represent the majority of the tracked time (over 5% of the pie) — everything else is automatically put together into the Other slice.

You can switch the Other slice on and off for the PDF export on the Workspace Settings page.

The Other slice consists of segments that would make up very small segments on the pie charts. It's automatically generated and its behavior cannot be manually controlled. 

Summary Report Pie Chart

Hover your mouse over each slice to see more details for it.

Export

Click on the download icon on the upper-right to download the report as a PDF or CSV. 

On paid Organizations, you can also download the report in Excel format, and click on the disk icon to generate a Saved Report.

Need more help or have suggestions for improvements? Contact our support team via chat using the purple chat button in the bottom-right corner.


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