Creating & Exporting Reports
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Working With Reports -
Working With Saved Views -
Exporting Report Data
Working With Reports
HourStack offers flexible reporting on tasks with a variety of filtering and grouping methods to shape the data how you like to produce helpful insights or export data for payroll, client billing, or further processing.
Short Guide Video
Date Range
You can select a dynamic date range such as "This month" or "Last month" or opt for a custom date range and use the date picker to select the specific dates you'd like to run the report on.
Note
Date ranges are limited to two years max.
Filtering Tasks
To narrow your report down, you can filter tasks based on a number of criteria available from the tasks.
The various types of filters include:
- Teams
- Members
- Clients
- Projects
- Labels
- Completed status
Grouping Tasks
By default, all time entries that the report is comprised of will be shown in the table below the chart. You can also select to group tasks and view summary data of those tasks within the table and then you can expand each group to see the individual tasks and time entries it is comprised of.
Grouping options are shown as tabs above the table and include:
- Tasks
- Clients
- Projects
- Labels
- Members
- Teams
Note
Tasks and time entries can be associated with multiple labels. When running a report grouped by label, the total number of tasks and time entries might not align with the summary data since they can be in multiple label groups.
Grouping tasks can be very helpful for understanding time utilization. For example, if you filter the report to a specific client, and then group the tasks by project, you'll be able to see the total time scheduled and logged for the client as well as the time scheduled and logged for each project that the client has.
Another example would be to group by member so that you can view the scheduled and logged time of each team member compared to their capacity. This will help determine utilization but is also great for running payroll.
Between filtering and grouping, reports are extremely flexible and can provide many views on the same data. For further processing of the data, you can export it to Excel, CSV, or Google Sheets.
Set the Chart Bar Period
Right above the chart, you can select if you'd like the bars on the cart to be days, weeks, or months so that you can visualize your report data in the time period that is most helpful to you. Hovering over a bar on the chart will give you the summary capacity, scheduled, and logged data for that period.
Toggling Column Visibility
Click the three vertical dot menu in the right-hand corner of the tasks table for a list of columns that you can toggle on and off so that you can display only the task data you are interested in.
Saving Views
For quick access to reports, you'll want to regularly run, you can save views. A view is the combination of your date range, filters, task grouping, chart bar period, and column visibility. Once you've set up a report how you like, you can save that view for later.
You can also choose a saved view to be your default view when you visit the reports page. More details about saved views on this page.
Exporting Reports
You can export your report data to Excel, CSV, or Google Sheets. The exported report will contain the same data you are viewing in the report in-app but will include the full data without pagination. If you have filters or groupings applied, they will be applied in the export as well.
Further information about exporting reports is available on this page.
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