Reports

Time report — /reports/time

The main daily/weekly admin view. Every event captured or imported is queryable here.

Views: - Summary — grouped by Client → Project → Description, like Clockify's Summary xlsx. Top of the view shows two donut charts: hours by project and hours by category (current filter + date range). Hover a slice for the exact hours/percent. - Detailed — one row per event, fully filterable - Weekly — pivot of employees × days, with a stacked-bar chart on top showing hours per day stacked by project (top 8 projects + "Other"). Hover a bar segment for the hours.

Filters: the filter bar has a primary row that's always visible and a More filters panel that stays collapsed until you need it (it opens automatically when any of its filters are active, and the button shows a count so you know refinements are applied). - Primary row: Date range (Today, Last 7/30/90 days, YTD, All time, custom) · Employee · Customer · Project · Group by · Apply / Reset - More filters: Category · Work type · Department · Tag · Free-text search (matches window title, app, note) · Rounding (off / 5 / 6 / 15 / 30 / 60 min, Clockify-style round-up) - Switching date presets or the Summary/Detailed/Weekly tabs now keeps all your other filters — they no longer reset.

Group by & drill-down (Summary view): pick how to slice the totals, then expand any row to drill in: - Project → drills into its tasks - Client → Project → client/project rows, each drilling into tasks - Customer → a customer's total, drilling straight into the tasks their time went to (each task is prefixed with its project), plus a "break down by project" expander - Employee → a person's total, drilling into their tasks (project-prefixed), plus a "break down by project" expander - Department → projects; Department → Employee → who contributed - Every row also offers a "break down by category" expander.

Exports: - CSV — plain text, Excel-compatible - XLSX — matches Clockify's Summary xlsx column layout so existing spreadsheets keep working - When a Group by is active, the CSV/XLSX mirror the on-screen layout: one group-total row followed by its indented drill-down rows (tasks / employees / projects). - Print — print-friendly view via the Print button

KPI row: Total hours, Billable, Amount ($), Entries.

Pre-sales investment — /reports/presales

Shows pre-sales ROI across all clients. KPIs: - Active prospects count + hours invested in open deals - Converted clients (prospects that signed) + billable hours they produced - Archived clients (lost or dropped) + sunk pre-sales hours - Win rate (converted ÷ closed)

Per-prospect table with "Mark won" / "Lost" quick-action buttons that update client stage.

Clockify history (legacy)

If your company imported historical Clockify data, those rows now live in the same work_event table as real-time capture and show up naturally in /reports/time. No special section needed.

Scheduled reports — /admin/reports (admins)

Admins can configure weekly/monthly digest emails that send a specified report to a list of recipients.