The Detailed Report shows each individual time entry and is a great report to review and export your time entries.
Click on the Reports tab on the left side menu and select Detailed from the top of the screen.
In this article we cover:
Date Picker
If nothing shows up on the Detailed 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.
Time Entries Table
Under the Summary, you will find a list of all your time entries that match your selected filters in a table format.
Click Add Entry to create a new time entry in the report directly. Please remember that the new time entry will be created for the date and time you choose, so if it is not showing, confirm you didn't create it for a date range that is outside of what the report is currently displaying.
You can click on the column header to change the sort order or hide a column. New columns can be added by clicking the + icon in the top-right corner.
To edit your entry click on the field you wish to change. E.g., to edit the project, click on the existing Project label, and choose a different one from the drop-down menu that appears. All changes are saved automatically when clicking out from the field; there is no ‘Save’ button.
The 3-dot control at the end of each row lets you duplicate the entry, Set it as billable, Go to the Project it belongs to or delete it.
Important notes
Project colors can’t be changed from within the Detailed report. You can make that change by editing the actual project via the Projects page.
Changing the time and date format can’t be done from the Detailed report. That change can be made from the Profile page.
Bulk Edit Time Entries
To edit or delete several time entries at once select them (or select all) and then click on Edit selected.
On the Bulk Edit pop-up, you can add a new description, date, project or set all of those entries as billable/non-billable.
Important notes:
Bulk editing tags will replace existing tags with new ones. It will not append the new tags to the existing ones.
You can move time entries between workspaces by choosing a project from a different Workspace. Please note that this only works with your own time entries. Moving time entries tracked by other team members isn’t possible. For that, you'll need to use the CSV importer.
Merging Projects
The Bulk Edit feature can also be used for merging Projects. Follow these steps:
Use the Project filter inside Detailed Reports to select all entries from one of the Projects, preferably the smaller one. Don’t forget to adjust the Date Picker so it includes all relevant entries.
Using the Bulk Edit feature, assign all Time Entries to the other Project.
Open the Projects page and delete the empty Project.
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.