Reports

Generate insightful reports to keep your projects on track.

14 minutes

Hubstaff Time and Activity Report

The Time and Activity report is our most detailed offering, providing insights into the time your team spends on projects and tasks, their activity levels, total pay and bill amounts, and idle time.

You can also schedule reports to be sent directly to selected email inboxes at your preferred day and time. These scheduled reports can include time data and be sent to external recipients, such as clients or board members, even if they’re not part of your organization.


Generating the report

Step 1

Navigate to Reports > All reports.

You can also access your custom reports, once saved under the Customized reports section.

Step 2

Click on Time & activity.

time and activity report

or Time & activity (Legacy) which is the older version of the report, under the General section.

You can also star a report, so it appears on the menu bar for quick reference. Users can star up to 6 reports at a time.

Step 3

On the top left corner of the report header, you will see the members filter where you can choose whether to generate a report for yourself or your team.

Step 4

Select a custom date range from the calendar.

Step 5

report filter button

Click on the Filter button to apply the following filters on your report:

  1. Members
  2. Projects/Work orders
  3. Teams
  4. Clients
  5. To-dos/Jobs

You may also click on ‘+ Add Custom Filters’ to include additional criteria. The following options are available:

  1. Total hours
  2. Manual hours
  3. Regular hours
  4. Overtime hours
  5. Billable time
  6. Non-billable time
  7. Break time
  8. Activity %
  9. Idle (%)
  10. Idle (hr)
  11. Pay rate
  12. Billed amount
  13. Regular spent
  14. Overtime spent
  15. Total spent

Under the Settings section, you can also choose to include:

  1. With time tracked
  2. Include archived projects
  3. Show all time off/holidays
  4. Exclude work breaks

After applying the filters, your report will be generated automatically.

If you are looking for the tracked time of a member that was previously removed from the organization, their data will only show when filtering for dates that they tracked time on. First select the correct timeframe from the date selector, then when using the “Filters” options you will see their name in the “Members” list to select.

Grouping Data

Click on the Group by dropdown to group the data by:

  • None
  • Date per day
  • Date per week
  • Project / Work order
  • Member
  • To-do / Job
  • Team
  • Client


Adding Columns

Click on the Columns icon on the right-hand side of the report to add/remove columns to your report.

columns button report

Users can select items one by one, or select all (e.g. within the Info section) to choose all available options.

report columns


Sending Reports

Reports can be sent to one or more email recipients by clicking on the Send button.

send report button

Add the email recipients to the email addresses field, separating each email address with a comma, add an email subject, add a message (optional), then either send a test message by clicking the Send Preview button or click Send to send the report.

send report dialog

You can choose to either receive PDF or CSV attachments on the File Type dropdown. When downloading in CSV and the table is collapsed, you’ll see the sum total of the range.

pdf csv selection

Scheduling Reports

Schedule_report_button
Owners, managers, and users can also schedule reports to be sent automatically by clicking on the Schedule button. After clicking the button, a dialog box will appear where you can:

  1. Enter the name of the report.
  2. Enter the e-mail addresses of the recipients, separated by commas.
  3. Customize the message in the e-mail.
  4. Choose the file type (CSV/PDF).
  5. Choose the Date Range included in the report from:
    • Today
    • Yesterday
    • Last 7 days
    • This week
    • Last week
    • The last 2 weeks
    • This month
    • Last month
  6. Select the delivery Frequency – how often the report is sent. Choose from:
    • Daily
    • Weekly
    • Bi-weekly
    • Monthly
  7. Choose the delivery time – the exact time when the report is sent.
  8. Select the days the report will be sent.

schedule reports
You can then choose to Send Preview or Schedule & Save – stores your scheduled report, which you can view via the All Reports > Customized reports section.


Exporting Reports

Reports can be exported as a PDF or CSV file by clicking the Export button. When downloading the report in a collapsed format via PDF, the report will be exported with sum totals.

time and activity report export


Saving Reports

You can save reports to save the current state of the report for future use. To do this, click on the Save button. You have the option to:

  1. Save changes – saves current state of the report, including applied filters, columns, sort and group by settings.
  2. Save as copy – saves the current report as a new version of an existing report.
  3. Delete – deletes a saved report.

save report

You can access saved custom reports via the Customized reports section:

On this page, you will see the reports you’ve saved and/or scheduled.

Here’s a sample custom time and activity report as well:

Back to top