Docs
Reports
Drag a measure and a dimension onto a card and you have a report. Save the arrangement and it is a view you — or the whole team — can open again.
Where to find it: Reports in the mode switcher. Admins only.
What this section is about
A card is one measure crossed with one dimension: hours by client, tickets completed by person, amount billed by month. You build a canvas of them, resize and arrange them, and filter either one card or every card at once.
The period is a property of the whole report, not of each card — one control at the top sets both the window and which date it lands on, so a canvas has one date meaning you can read at a glance.
A saved view stores the question, never the answer. It re-runs when it is opened, against the scope of whoever opened it, which is what makes sharing one safe.
Important features to use
- 01Drag a pill, or click itDragging a measure or dimension onto the canvas makes a card; onto an existing card it sets that half of it; into the global well it filters everything. Clicking a pill applies it to the selected card, which is the same act without needing aim — and the only path that works from a keyboard.
- 02Save view names the arrangement. The checkbox publishes it to the rest of the team; the menu then lists your own views and everybody's shared ones in two sections. Sharing a view shares the question, so each person still sees their own figures.
- 03Start from a starterFour ready-made canvases sit in the same menu — client hours, utilization, throughput, meetings against project work. A starter drops its cards and gets out of the way: change anything and it is your own unsaved canvas.
- 04Some measure and dimension pairings have no answer, and the card says soHours live on time entries and ticket counts live on tickets, so "hours by the date a ticket was completed" is not a question the data can answer. The card states which half does not fit rather than drawing a chart of zeros, because a chart of zeros reads as an answer.
- 05Nothing is capped silentlyA top-N says how many rows it removed, a long axis says it was coarsened, and a figure that excludes unrated hours says how many. A "top 8" that looks like the whole answer is how somebody concludes a client is absent from a report it is the ninth row of.
- 06Billable means non-internal, not ratedThe billable split comes from whether the client is your internal one. Hours on a client whose rate nobody has set are still billable — they show up separately as unrated, which is the gap to go and fix.
Common questions
- The saved-views menu would not open.
- That was a real bug and is fixed. The menu is the button at the top left of the report bar carrying the report's name.
- Why can't my team see Reports?
- It is admin-only. The questions it answers are about the business as a whole, and a member opening it got a canvas of their own hours under headings written for the org. Invoices is the surface a contractor uses for their own figures.
- Amount spent looks low.
- Two likely reasons, both stated on the card: hours with no rate set, and hours covered by a retainer. A monthly retainer cannot be attributed to a day or a ticket, so those minutes price at nothing here and the flat amounts are on the invoices.
- Can I export a report?
- Not as a file. Saving a view is the share mechanism — it has a name, it survives being edited, and it is live rather than a copy that goes stale.
- I opened an old view and it refused to load.
- Views saved by the previous version of Reports cannot be opened on the current canvas. It is refused rather than opened empty, which would look like the view had lost its contents. Rebuild it from a starter.