Custom reports

Custom reports save a panel collection and layout for repeated analysis. Creation limits are Free 0, Starter 3, Pro 25 and Business unlimited. This numerical cap applies to creation and duplication; it does not prohibit reading retained reports after downgrade.

Build and save

1. Create a report and name it.
2. Add panels: bar, line, area, pie, table, KPI, heatmap or time entries.
3. Choose each panel’s metric, breakdown, currency, period and filters.
4. Move and resize panels on the grid.
5. Choose Save. Discard restores the saved version; layout changes do not save automatically.

A report supports up to 24 panels. Rename, duplicate and delete actions follow role and edit permissions. View-mode dates and filters live in the page URL and do not overwrite the stored layout.

Choose meaningful measures

Metrics include hours, earnings, effective rate, invoiced, collected, unbilled and outstanding. Available breakdowns depend on the metric: calendar dates, client, project, tag, author and currency are not interchangeable. Effective rate is a ratio, so it cannot be summed, stacked into series or displayed as a pie.

A nonempty panel filter replaces the corresponding report filter. Balance panels describe the current state rather than a historical interval. Approximate base-currency mode is available only when that display setting is enabled.

Detail and access

An entries panel offers columns, sorting and a row limit. An explicit limit is 1–500; without one, at most 1,000 rows are shown. Totals cover all matching entries rather than only the displayed rows.

Members can analyze their own time only. Team invoices, payments, balances, other authors and member breakdowns are unavailable to them. Money panels also require permission to see money. Calculations agree with standard reports and Insights.