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.
Table of contents
- Generating the report
- Grouping data
- Adding columns
- Sending reports
- Scheduling reports
- Exporting reports
Generating the report
Navigate to Reports > General > 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 of the report header, you can choose whether to generate a report for yourself or your team by choosing either Me or All.
Select a custom date range from the calendar.
Click on the FILTERS button to apply these filters on your report:
- PROJECTS / WORK ORDERS
- TIME OFF / HOLIDAY
- TEAM / MEMBERS
- TO-DOS / JOBS
Select Sum Date Ranges by enabling the toggle to right/blue to view totals of the date frame selected (instead of individual daily totals). To include archived projects in the report, you can toggle the Include archived projects/work orders setting. Similarly, you can toggle the Exclude Workbreaks option if you do not want the work breaks to feature on the report data.
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, Member, Project/ Policy, To-Do /Job, or Client.
Click on the Gear icon on the right-hand side of the report to add/remove columns to your report.
You can select/unselect options from the list.
Reports can be sent to one or more email recipients by clicking on the Send button.
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 click Send to send the report.
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.
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, separated by commas.
- 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. When downloading the report in a collapsed format via CSV, the report will be exported with sum totals.