Reporting time tracked on specific projects or tasks
The Time and Activity report is the most comprehensive report that we provide. The report provides time your staff spends on projects and tasks, their activity on the projects and tasks, total pay and bill amounts, as well as idle time.
You can also set up scheduled reports. These allow you to send specific data directly to the email inboxes of your choosing on the day and time of your choosing. You can even send time data to email addresses that are not members of your organization (like clients or board members).
If you’re looking for an easy-to-use report to review the time data collected by Hubstaff, the Time and Activity report is for you.
- Generating the report
- Grouping data
- Adding columns
- Sending reports
- Scheduling reports
- Exporting reports
Generating the report
Navigate to Reports > Time & Activity
You can star a report, so it appears on the menu bar for quick reference. Users can star up to 6 reports at a time.
On the top left corner, you can choose whether to generate a report for yourself or your team by choosing either Me or All.
Click on the Filters button to apply these filters on your report:
Place a checkmark 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.
Click on the Group by icon to group the data by date, team member, project, client, or to-do (tasks).
Click on the Gear icon to add/remove columns to your report.
Add the email recipients to the email addresses field, separating each email address with a comma, then customize the message (optional) then either send a test message by clicking the Send Preview button or on Send to send the report.
Owners, managers, and users 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:
- Enter the e-mail addresses of the recipients.
- Customize the message in the e-mail.
- Choose the file type (CSV/PDF).
- Enter the name of the report.
- Choose the Date Range included in the report from:
- Last 7 days
- This week
- Last week
- The last 2 weeks
- This month
- Last month
- Select the delivery Frequency – how often the report is sent. Choose from:
- Choose the delivery time – the exact time when the report is sent.
You can then choose to Send Preview or Save – stores your scheduled report, which you can view via the Scheduled Reports section.
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.