Time Reports

Making one#

Time/Time Reports

Time Reports

Your tracked time for any range, client or project. Share it as a link or a PDF.

CSVCopy LinkAttach to InvoiceExport PDF

This monthOct 1 – 31, 2026All clients & projectsBillable & non-billableInvoiced & not invoiced

Total Time

18:30:00

18.5 hours

Billable

17:50:00

18.00 h after rounding · 96% of tracked time

Amount

$2,543.75

At your billing rules and rates

Days Worked

6

Oct 1 – 31, 2026

Hours per dayBillableNon-billable

SummaryDetailed

Group byProjectthenDescription

Expand allTimeBillableBillable hrsAmount

Website redesignCatalina Vineyards64%11:45:0011:45:0011.75$1,762.50

Patient portalLarkspur Dental24%4:25:003:45:003.75$468.75

Brand refreshLarkspur Dental13%2:20:002:20:002.50$312.50

Total18:30:0017:50:0018.00$2,543.75

Billable hrs are hourly time rounded by your billing rules, as invoices bill them.

Step 1 of 6PauseStart over

1. 1Pick the dates: a preset like Last month, or your own range. The arrows beside it step back and forward.
2. 2Pick the clients and projects. Tick any mix, or click Only to see just one.
3. 3Across the top: all the time, what's billable, the amount at your rates and billing rules, and the days worked.
4. 4Summary groups the time by project, then by description. Click a group to open it.
5. 5Change Group by to total it by client, service, day or description instead.
6. 6Detailed lists every entry: its date, description, times, duration and amount.

1. Open Time Reports. It starts on This month, for every client and project.
2. Pick the dates: a preset (Today, This week, Last month, Last 30 days, This quarter, Last year and the others), two clicks on the calendar, a month's name for the whole month, or dates typed in. The arrows beside the dates step the range back or forward by its own length: a month steps a month.
3. Pick the clients and projects. Tick a client for all of its time, or single projects across clients; Only narrows to one in a click, and typing filters the list. The × beside it goes back to everything.
4. Narrow it if you like: Billable only or Non-billable only, and Not invoiced yet or Invoiced.

The report's settings are in the page's address, so a bookmark brings it back. A range picked by name keeps its name: a bookmarked Last month is always last month. Projects have a Time Report button that opens this page for just that project (see Projects).

What it shows#

• Total Time: everything tracked in the range, also in decimal hours.
• Billable: the billable part, with its hours after rounding and its share of the time. Billable hours are hourly time rounded by your Billing Rules, the same way an invoice bills it; time billed by the day or as a fixed fee isn't in them.
• Amount: what the time comes to at your billing rules and rates, in each client's own currency.
• Days Worked: how many days in the range have time on them.

Under them, a chart of the hours, billable solid and non-billable faint: by day for a month or less, by week up to about four months, and by month beyond that.

Summary and Detailed#

• Summary totals the time in groups: by client, project, service, day or description (Group by), and inside each by a second of those or nothing (then). It starts on project, then description. Click a group to open it, or Expand all. Each row has its share of the time, its Time, Billable time, Billable hrs and Amount.
• Detailed lists every entry, newest first: its date, description (with the client, project and service), its start and end times, duration, billable hours and amount. Non-billable time says so, fixed-fee time says Fixed fee, and invoiced time is marked Invoiced.

Try the grouping on a month of one client's time:

Sharing and exporting#

Time/Time Reports

Time Reports

Your tracked time for any range, client or project. Share it as a link or a PDF.

CSVCopy LinkAttach to InvoiceExport PDF

Last monthSep 1 – 30, 2026Larkspur DentalBillable & non-billableInvoiced & not invoiced

Total Time

17:15:00

17.25 hours

Billable

15:40:00

16.00 h after rounding · 91% of tracked time

Amount

$2,000.00

At your billing rules and rates

Days Worked

7

Sep 1 – 30, 2026

Hours per dayBillableNon-billable

SummaryDetailed

Group byProjectthenDescription

Expand allTimeBillableBillable hrsAmount

Patient portalLarkspur Dental67%11:35:0010:00:0010.25$1,281.25

Brand refreshLarkspur Dental33%5:40:005:40:005.75$718.75

Total17:15:0015:40:0016.00$2,000.00

Billable hrs are hourly time rounded by your billing rules, as invoices bill them.

Step 1 of 3PauseStart over

1. 1Copy Link copies a private link to the report as a page. Anyone with the link can view it.
2. 2CSV downloads every entry as a spreadsheet.
3. 3Export PDF opens it as a PDF in a new tab: every entry, laid out like an invoice's time report.

• Copy Link: a private link to the report as a page, no sign-in needed, with a Download PDF button. Anyone with the link can view it, so send it only to whoever it's for. The link keeps the report's dates, clients, projects and filters, and shows the time as it is when it's opened, so a correction you make later shows there too. The same report gives the same link.
• Export PDF: the report as a PDF, opened in a new tab. It's laid out like an invoice's time report: your letterhead, the client, the period, hours tracked, hours billed and the amount, then every entry.
• CSV: every entry as a spreadsheet, for Excel, Numbers or Google Sheets: its date, start and end, duration (as h:mm:ss and in decimal), billable hours after rounding, client, project, service, description, whether it's billable and billed, the rate, the amount and the currency.

Summary and Detailed are how the report reads on screen; the link and the PDF always list every entry. Your accountant, and anyone else viewing the books read-only, can download the CSV; links, PDFs and attaching are for the owners.

Attaching it to an invoice#

Invoices/INV-0057

INV-0057

SentLarkspur Dental · $2,000.00

View as ClientPDFRecord Payment

Line Items

DescriptionQtyRateAmount

Patient portal · Design — Sep 3–4, 6 h6.00 h$125.00$750.00

Patient portal · Development — Sep 10, 4.25 h4.25 h$125.00$531.25

Brand refresh · Design — Sep 17–24, 5.75 h5.75 h$125.00$718.75

Time Detail

What the client sees of the hours behind this invoice.

Invoice + separate time report

A clean invoice, with the time report as its own PDF in the same email.

Time report

The time billed on this invoice.

Attach a Different Report

Step 1 of 4PauseStart over

1. 1On the invoice, Time Detail says what goes with it. Click Attach a Different Report.
2. 2Time Reports opens on the invoice's client and month. Narrow it to what the client should see.
3. 3Click Attach to INV-0057, in the bar at the top.
4. 4The invoice now carries that report. View opens it, Change picks another, Remove goes back to the time billed on it.

An invoice's time report goes out with it: it's sent with the invoice and shows on the client's invoice page. An invoice with time on it already has one, the time billed on that invoice. To send a different one:

1. On the invoice, find Time report in the Time Detail card and click Attach a Different Report (or Attach a Time Report when the invoice has no time on it). Time Reports opens on the invoice's client and month; for an invoice dated in the first ten days of a month, the month before.
2. Adjust the dates and projects until it shows what you want the client to see.
3. Click Attach to the invoice (Attach to INV-0057) in the bar at the top, or Cancel.

You can also start from a report: Attach to Invoice lists your recent invoices, drafts first: those for the report's clients, or every client's when it isn't narrowed. Either way, attaching changes nothing the invoice bills, and works on drafts and sent invoices alike. On the invoice, View opens the attached report, Change picks another and Remove goes back to the time billed on it. How much of it the client sees is the invoice's Time Detail: see Invoicing and getting paid.

A timesheet on the invoice itself#

When you invoice tracked time from To Invoice, Invoice lines decides how it reads: Grouped keeps the invoice short, and One per entry puts every entry on it as its own line, for clients who want the detail on the invoice rather than in a report beside it. Adding time to an invoice later with Add Unbilled Time offers the same choice.