Five tabs over the same dataset — Summary, Detailed, Weekly pivot, Profitability, and saved My Reports. Toggl-style filter row + toolbar across every tab.

Reports

/time/reports is a Toggl-style five-tab surface, all sharing one filter row and one toolbar. Switch tabs without losing context: filters and date range carry through.

Reports page — five tabs

Screenshot needed — /time/reports with tabs across the top (Summary / Detailed / Weekly / Profitability / My reports), a filter row below, and the Summary tab content (KPI cards + duration bar + project donut).

Above every tab, the filter row:

Filter	What it does
Date range	Today / Yesterday / Last 7 days / This week / Last 30 days / This month / Last month / This quarter / This year / Custom
Member	One or many users
Client	One or many CRM contacts
Project	One or many projects
Tag	One or many tags from `time_entries.tags`
Description	Free-text contains
+ Add filter	Billable status, status (`draft` / `submitted` / `approved`), entity type

And the toolbar on the right:

Action	What it does
Rounding	Off / nearest / up / down × 0 / 5 / 15 / 30 min — display-only, doesn't mutate entries
Create invoice	Pulls the currently filtered billable + approved hours into a new invoice draft (delegates to the existing invoicing bridge)
Export	CSV (always) · XLSX (Pro) · Payroll templates (Pro: ADP / Gusto / SD Worx / Securex)
Settings	Open `/time/settings`

All filter/tab/toolbar state lives in the URL, so deep-links and refreshes round-trip cleanly.

The five tabs

Summary

The default. Designed for the "where did my hours go this week?" question.

Element	What
KPI cards	Total Hours · Billable Hours · Amount · Avg Daily
Duration by month	Bar chart, hours per month over the selected range
Project distribution	Donut chart with project legend + percentages
Project / description breakdown	Collapsible table, rows = projects, expand to see descriptions

Detailed

A flat list of every entry that matches the filters, paginated. Columns: Date, User, Project, Description, Tags, Duration, Billable, Rate, Amount. Sortable on every column. CSV export from this tab uses the exact rows shown.

Weekly

Pivot grid: members × weeks, cells are hours. Heatmap-tinted (light → dark for higher hours), totals row + column. Useful for "who's been doing what" at a manager level.

Profitability (Pro)

Per-project rows showing revenue − cost − expenses → margin %:

Column	Source
Revenue	Sum of `hours × hourly_rate` for billable + approved entries
Cost	Sum of `hours × cost_rate` for entries where `cost_rate IS NOT NULL`
Expenses	Sum of project-tagged `expenses_expenses` rows in the period
Margin	Revenue − Cost − Expenses
Margin %	Margin / Revenue

Sorted by margin desc by default. A warning chip surfaces when cost_rate is missing on N entries — those rows are excluded from the cost column.

Requires Time Pro. Free workspaces see an upgrade card with a contextual explainer.

My Reports

Saved views. Take any combination of filters + tab + chart and click Save current view in the toolbar — it's persisted in the cross-cutting views table with a 'time_report' marker. Click a saved view to re-apply filters + tab.

Useful for the reports you run weekly: "Last week, billable, all consultants, by project" — save once, click to re-run.

Where the data flows

time_entries (filtered by query params)
    │
    ├── TimeReportService.summaryRollup(filters)
    │     → KPI cards, project donut, breakdown table
    │
    ├── TimeReportService.detailedList(filters, page, limit)
    │     → flat list, paginated
    │
    ├── TimeReportService.weeklyPivot(filters)
    │     → members × weeks heatmap
    │
    └── TimeReportService.profitabilityByProject(filters)
          → revenue / cost / margin per project

All four methods share the same filter shape and respect the URL filters / approved-only semantics.

Where else reports live

/projects/[id] Budget tab — single-project actuals (uses the same rollup service).
/people/employees/[id] Utilization tab — single-employee read-only view (lights up when People is subscribed).
/dashboard widgets — workspace billable % can be added as a dashboard widget.
CRM deal detail — projected cost + projected margin in the right rail (uses the same cost-rate snapshot).
/api/v1/time/reports/summary — the Summary tab payload over REST, useful for the browser extension and external dashboards.

CSV export

From any tab, the toolbar's Export → CSV dumps the currently filtered rows. The Detailed tab exports row-for-row; the other tabs export their aggregated shape.

XLSX export and payroll templates require Time Pro.

Next steps

Time Pro — what unlocks Profitability + payroll templates
Rates & Billing — how bill rate and cost rate flow into reports
Integrations — pull report data over the public API

Reports

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