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, then click on the Summary Tab at the top.
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 the Date Selector in the upper-left, to choose a custom or preset date range.
See the Selecting a date range article for more details on using the Date Picker, especially for selecting custom date ranges.
Rounding
Enable or disable rounding for your time entries as needed by clicking the Rounding button and then choosing your desired settings.
Read more on Rounding here.
Filters
To run the report for all data, choose no Filters. However, if you want to filter what you are seeing, click on Add Filter button.
You can filter using various properties, and/or filters and therefore create powerful filters to drill down to the exact data you need to see in your reports!
The report updates automatically when you close a filter dropdown. More details are available through the Filtering reports article.
Summary
The Summary bar gives you some basic information about the data in your report.
This bar can show you up to 4 items by choosing them via the 3-dot control at the end. Choose between:
Total Hours
Billable Hours, as well as the billable percentage,
Revenue, your billable hours x billable rate in each of the currencies that the report has data from,
Average daily hours, calculated by dividing total hours by number of days,
Cost, your total hours x cost rate in each of the currencies that the report has data from,
Profit, the difference between your Revenue and Cost in each of the currencies that the report has data from. In the case of a Fixed Fee project, this is the difference between the Fixed Fee and Cost.
Bar Chart
Below the Summary is a bar chart. It breaks down the tracked time by periods, depending on how long the report's date range is.
You can choose what you want the bar chart to show via the options in the top-right corner. The available options are to show: Time, Billable %, Revenue, Cost and Profit and stack the bars by: Billable, Members, Clients, Projects, Tasks and Tags.
Click on the 3-dot control next to these settings to show or hide weekends.
Adjusting each setting will change the markers on the charts Y-axis. You can hover over each bar to view more details.
Grouping List
Underneath the bar chart is a breakdown of the time using the Grouping options shown in the top-right corner.
A line chart shows you a breakdown by your chosen primary grouping.
Click on the > next to each primary grouping in the table to expand and see line items for the secondary grouping under it.
You can also choose to add columns here, using the + icon in the top-right corner, hide all columns except the first one and sort the columns in ascending or descending order.
Export
Click on the Export button on the upper-right to download the report as a PDF, CSV or Excel file. Please note, CSV and Excel exports are a paid plan feature.
This report can also be converted into an invoice or Saved and Shared with others.
Need more help or have suggestions for improvements? Contact our support team via chat using the purple chat button in the bottom-right corner.