Time and Activities Report

Reporting time tracked on specific projects or tasks

Our powerful reports feature lets you extract data for the time your team members tracked on a specific project or to-do for a specified date range.

Generating the report

Step 1

Navigate to Reports -> Time & Activities,

Alternatively, you can click on Reports, then under General click on Time and Activities. You can also “star” the report so it appears under the Reports menu on the sidebar.

Step 2

On the top left corner, you can choose whether to generate a report for yourself or your team by choosing either “Me” or “Team.”

Step 3

Select a custom date range from the calendar.

Step 4

Click on the Filters button to apply these filters on your report:

  1. Clients
  2. Projects
  3. Members
  4. To-Dos

Place a check mark on “Sum Date Ranges” to view totals (instead of daily totals). To include “archived” projects in the report, you can toggle the “Include archived projects” setting.

You can also click on “Save Filter” to save this search so that you can generate a report with the same filters in the future.

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

Grouping Data

Click on the Group by icon to group the data by team member, project, or client.

Adding Columns

Click on the Gear icon to add/remove columns to your report.

Sending Reports

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

Add the email recipients on the field, separating each email address with a comma, then customize the message (optional) then either send a test message clicking the “Send me test” button, or click on “Send” to send the report.

Scheduling Reports

You can also schedule reports to be sent automatically by clicking on the “Schedule” icon. After clicking the icon, a dialog box will appear where you can:

  1. Enter the e-mail addresses of the recipients.
  2. Customize the message on the e-mail.
  3. Choose the file type (CSV/PDF).
  4. Enter the name of the report.
  5. Choose the Date Range included in the report from:
    1. Today
    2. Yesterday
    3. Last 7 days
    4. This week
    5. Last week
    6. The last 2 weeks
    7. This month
    8. Last month
  6. Delivery Frequency – how often the report is sent. Choose from:
    1. Daily
    2. Weekly
    3. Monthly (when the monthly option is selected you are provided 3 additional options: 1st of the month, 15th of the month, Last day of the month)
  7. Delivery time – exact time when the report is sent.
  8. Send Preview
  9. Save – stores your scheduled report, which you can view via the Scheduled Reports section.

 

 

Exporting Reports

Reports can be exported as a PDF or CSV file by clicking the Export button.

If you’re looking to integrate your project management account with Hubstaff, click here to view the complete list of supported integrations, including the step-by-step guides for each.

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