Summary Report

 

In this article: calendar selection, filter, chart, data, “Other” category, grouping and export/print/settings.

To open it, hover over the Reports tab and pick Summary Report.

 

summaryreport

 

Calendar

 

To choose the date range of your report, use the calendar selection tool. To begin, click the “This Week” text, where you can select a specific time frame by clicking the first and last date you wish for the report, or you can choose quick selectors (This Year, This Month, This Week etc) from below the calendar.

Once you choose your date range simply click out of the calendar tool, the change will be applied instantly. When you have picked the right time span, you can simply use arrow keys to move back or forward in your calendar and at the same time maintaining your filters.

 

calendar

 

Filter

You are able to filter your data by User, Client, Project and Task. Note that all of the filters (except the filter for Billable/Non-Billable) have the same view, which makes picking the right items very easy for you. Also, if you have filtered your data by a certain project(s), then the filter for tasks gives you results specific only to the project(s).

The description field is to search for certain time entries by adding your time entry description or a part of it to the field.

Changes you’ve made to individual filters will be applied as soon as you click out of the filter field. To generate the report click on the big green “Apply” button.

 

filters

 

Chart

The chart gives you a clear and visual overview of your data according to your filters. Your data is shown in two colors – dark and light blue. If you hover over the bar chart, you´ll see a number that shows you the total amount of hours on that day. The part that is dark blue shows your billable hours.

 

chart

 

Data

 

Your data appears in 4 columns depending on the way you have grouped and sorted it. The first column shows you the Project name. If you click on the plus sign, you´ll see more detailed information – time entries attached to that project.

Each project has a distinct color which is corresponds with a dot in the data list, and also the in the pie chart.

Time formatting can be changed from your Settings page, Toggl currently has 3 different ways for displaying time.

The last column shows you billable hours if you are a Starter subscription.

What is “Other” (in my pie charts)? “Other” is a system-generated category that contains all projects whose duration doesn’t exceed 10% of the total duration. In other words, it’s a way to group together smaller projects so they don’t clutter the pie chart. This grouping is done automatically and cannot be turned off.

 

data

 

Grouping

 

From the dropdown right above the first line of data you can set the grouping and sorting of the displayed data. You can group the data by client, project or user. You can also set subgroups by time entry, task, project, client or user.

grouping

For example, you can set grouping to “User” and subgrouping to “Project” to see how much each team member worked and how that time was divided among projects.

 

Export, Print and Settings

 

You are able to export your data into PDF, CSV and if you are in a Starter workspace, you can also export your data into Excel format. Pressing the print button will create a PDF file.

You will also see the settings cogwheel – this helps you to set the rounding feature (if you’re in a Starter workspace) and pick how to display the duration.

From the cogwheel icon you’re also able to turn on ‘Distinct rates’. If you enable this setting your project rate and project member rates will also be displayed in your report.

 

SummaryReport2

 



If you didn't find what you were looking for, please write to support@toggl.com and we are happy to help!


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