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. - The From / To boxes always show the dates the report is actually covering, even when you picked a preset — so "Last 30 days" reads as the concrete range.

Who sees what: managers see their team; admins and HR-access holders see the whole company (HR sees hours only — no amounts or rates without Finance access); everyone else sees their own hours. In Ask OtiumWork, the same people can ask about anyone's tracked and unassigned (no-project) time for a period — e.g. who had the most untagged time last week? A salesperson named on a project also sees everyone's hours on the projects they sold — pick the project and a period (e.g. This month) to see what's been worked before billing or calling the customer. Hours only; other projects stay hidden. The project page's Hours on this project → link opens exactly that view.

Empty result? If the filters match nothing in the chosen dates but do match work outside them, the page says so — "The same filters hold 42h across 118 entries between 3 Mar and 28 Aug" — with one-click Last 30 days / All time buttons to widen the window. A plain "No entries match those filters" means there's nothing for that combination at any date.

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: the file matches the tab you're on — Summary, Detailed or Weekly — with the same filters and date range as the screen. The view is in the filename (otiumwork-time-report-detailed-….csv) so the three are easy to tell apart. - CSV — plain text, Excel-compatible - XLSX — Summary matches Clockify's Summary xlsx column layout so existing spreadsheets keep working; Detailed is one row per entry; Weekly is the employees × days pivot. - When a Group by is active, the Summary CSV/XLSX mirror the on-screen layout: one group-total row followed by its indented drill-down rows (tasks / employees / projects). - Large Detailed exports: XLSX is capped at 50,000 entries (it's built in memory). Past that, use CSV — it streams any size. - Money columns (Amount, rates, cost) appear in the export only for users with finance access — the same rule as the screen. Everyone else gets hours only. - Window titles in the Detailed export are sanitised so a title starting with = or + can't run as a spreadsheet formula. - Print — print-friendly view via the Print button

KPI row: Total hours, Billable, Amount ($ — finance access only), 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.