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.

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Table of contents

• Generating the report
• Grouping data
• Adding columns
• Sending reports
• Scheduling reports
• Exporting reports

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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:

1. CLIENTS
2. PROJECTS / WORK ORDERS
3. TIME OFF / HOLIDAY
4. TEAM / MEMBERS
5. 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.

 

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Grouping Data

Click on the Group by icon to group the data by Date, Member, Project/ Policy, To-Do /Job, or Client.

 

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Adding Columns

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.

 

 

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Sending Reports

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.