# Reports

Four reports on logged time. All time lists every entry with totals. Over budget finds open tasks past
their estimate. Completed tasks and Client report build PDFs to send a client.

![Time logs feed four reports. All time lists every entry, grouped, with totals, on screen. Over budget lists open tasks past their estimate and exports CSV. Completed tasks shows a client's finished work as a PDF. Client report builds a project update for a client as a PDF. The first two need view all time report; the PDFs need view client reports.](/docs/manual/time/images/reports.svg)

## What you can do

- All time: list time entries by project, client, person and date range, filter billable or
  non-billable, group and sort them, and see logged, billable, non-billable and estimated totals.
- Over budget: list open tasks whose logged time has passed their estimate, or tasks with time logged
  and no estimate, and export the list as CSV.
- Completed tasks: list a client's tasks completed in a period against their estimates, add notes,
  and download a PDF.
- Client report: build a project update for a client, with time and task breakdowns, editable text
  and upcoming tasks, and download a PDF.

## How to

### All time

1. Open Time.
2. Choose projects, clients and people (empty means all), a date range or a preset (Today, Yesterday,
   This week, Last week, This month, Last month), and All time, Billable or Non-billable.
3. Choose the sort (Date, Person, Task, Project) and direction (Desc, Asc). Entries group under the
   sort field, each group with its own subtotals.
4. Press Submit.

### Over budget

1. Open Reports > Over budget.
2. Choose projects, clients and people (people filters by assignee), and From and To dates.
3. Choose Over budget or No estimate. Press Submit.
4. Columns sets the shown columns: Task, Project, Client, Assignee, Estimated, Logged, Over
   by, Over %, First logged, Last logged, Due. Client and Due are hidden by default. Press a column
   head to sort. The default is the largest overrun first.
5. Press Export CSV for the same rows, filters and order as a spreadsheet.

### Completed tasks

1. Open Reports > Completed tasks.
2. Choose Client and Project (or All projects), then the period: Month, Week (Week commencing, any
   day in the week) or Custom (From - to). Press Load.
3. Optionally press Add note on a task. The note prints under it.
4. Set Hide totals, Hide task added, Hide first time logged and Hide developers. Hide developers is on
   by default.
5. Press Generate PDF. The file is named like `Acme Ltd - Completed Tasks Report October 2026.pdf`.

### Client report

1. Open Reports > Client report.
2. Choose Client, Projects (empty takes the first project) and the period. Press Load.
3. Set Options: Hide budget, Hide estimates, Hide empty sections, Hide tasklist breakdown, Hide task
   breakdown, Hide focus. Hide budget and Hide estimates are on by default.
4. Edit the blocks: Header, Time breakdown (with Note after the time breakdown), Tasklist breakdown,
   Task breakdown and Upcoming tasks in Focus. Each takes an Introduction or Footnote, and Page break
   before starts it on a new page.
5. In Task breakdown, reorder tasks with Move up and Move down, or drop one with Remove from the
   report. In Upcoming tasks in Focus, tick the tasks to include.
6. Press Generate PDF. The file is named like `Acme Ltd - Project Update for October 2026.pdf`.

## Limits

- Time and Over budget need the view all time report permission. Completed tasks and Client report
  need view client reports.
- Reports show only projects the viewer can see. Archived projects stay in the totals.
- Bots and people hidden from reporting are left out of every total.
- All time with no date range shows the last week. Dates filter on when the entry was logged.
- Over budget counts open tasks only: not completed, not archived, with an estimate above zero.
  Dates filter on the last time logged; totals are always all-time. A running timer counts once
  stopped.
- Completed tasks: time spent is all time logged on each task. Totals count only tasks with both an
  estimate and time spent.
- Completed tasks and Client report default to the previous month and leave out tasks hidden from
  client contacts.
- Client report: a task completed in the period goes to Tasks Completed. Other tasks go to a section
  by their labels (for example Tasks Awaiting Client Review, Work in Progress, Recurring Tasks), set in
  the app's configuration. Upcoming tasks come from the board stage named Focus.
- Client report: budget hours come from the project's [work stream](/docs/manual/time/budgets.md) budget for the months
  in the period, converted at the stream's billing day. A task list's budget is the sum of its tasks'
  estimates.
- Nothing typed on the Completed tasks or Client report page is saved. Reloading clears notes and text.
- Where time comes from an import, a banner on Time and Over budget shows when the data was last
  synced, amber when it is behind.

## Related

- [Time and timer](/docs/manual/time/time-and-timer.md)
- [Capacity and budgets](/docs/manual/time/budgets.md)
- [Schedule](/docs/manual/time/schedule.md)