Time Reports

/time/reports is a six-tab surface, all sharing one filter row and one toolbar. Switch tabs without losing context: filters, date range, and rounding state carry through. Anything you can't answer in the six tabs, build in the Custom Report Builder.

Filter row + toolbar

Above every tab, the filter row:

And the toolbar on the right:

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

The six tabs

Summary

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

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 / PDF export from this tab uses the exact rows shown.

Admins and managers see an Add entry for… button on this tab — opens a quick form with a member picker so an admin can log time on behalf of someone else. The audit log records on_behalf_of so the trail stays transparent. See Timer → Logging time for someone else.

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 %:

Sorted by margin desc by default. A warning chip surfaces when cost_rate is missing on N entries — those rows show "—" for cost and margin.

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

Workload

Same pivot shape as Weekly (members × weeks) but adds two columns: Total (sum across the range) and vs. capacity (Total ÷ default_weekly_hours × weeks-in-range). Cells get semantic heat tinting:

Surfaces "who's stretched, who's coasting" at a glance.

Utilization

KPI strip + per-member bar chart + table. Reports billable hours as a percentage of contracted capacity per member.

The table breaks each member down: Total / Billable / Capacity / Utilization %. Bar colour: green ≥ 80 %, amber 50–79 %, red < 50 %.

The capacity denominator falls back to the workspace's default_weekly_hours when People isn't subscribed; with People, each employee's individual weekly_hours is used.

Saved views

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

Saved views can be:

• Private (per-user, the default) — only the creator sees them
• Shared (workspace-wide) — every workspace member sees them

For more advanced reports — charts beyond the six tabs — save a configured custom report from /time/reports/builder. See Custom Reports.

Scheduled email delivery

Every saved view can be emailed on a recurring schedule.

1. Open the Saved views popover.
2. Click the Clock icon on any view (the icon is highlighted when a schedule already exists).
3. Pick frequency: daily (yesterday's data), weekly (Monday, last 7 days), monthly (1st, prior month).
4. Enter up to 20 recipient emails, comma- or space-separated.
5. Enabled toggle lets you pause delivery without losing the recipient list. Re-enable any time.
6. Schedule to save.

What recipients receive: a clean HTML digest with the report's KPIs (Total / Billable / Revenue), top 5 projects, top 10 recent entries, and a link to the live report at the right tab and date range. Subject line = view name + period (e.g. "Q2 billable summary — last 7 days").

The cron fires at 06:20 UTC daily, decides per-schedule whether to fire today (always for daily, only Mondays for weekly, only the 1st for monthly), and stamps last_sent_at so it doesn't double-send if it retries.

Schedule manager

/time/reports/schedules (mail-icon link in the reports toolbar) lists every active and paused schedule in the workspace. Per row:

• View name (links back to the builder for custom reports, or to the tab for built-in views)
• Frequency badge (daily / weekly / monthly / paused)
• Recipient list
• Last sent timestamp + next-send projection
• Pause / Resume toggle (preserves recipient + frequency config)
• Delete

This is the surface for "we have 15 schedules, who's on the Q2 deliveries?" — a single pane vs. opening each saved view's clock icon.

Export

PDF generation runs the same Chrome stack as Finance invoices and Sales quotations. The exported HTML has JavaScript disabled in Puppeteer, so client-supplied content cannot execute scripts on the server.

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
    │
    ├── TimeReportService.utilizationReport(filters, weeklyCapacity)
    │     → utilization % per member
    │
    └── TimeCustomReportService.rollup(filters, primary, secondary?)
          → flexible 2-D map for the Custom Report Builder

Every method shares the same filter shape and respects URL filters + approved-only semantics where applicable.

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.

Next steps

• Custom Reports — drag-drop builder for reports beyond the six tabs
• Time Pro — what unlocks Profitability + advanced approvals
• Rates & Billing — how bill rate + cost rate flow into reports
• Integrations — pull report data over the public API