Berichte filtern

Filtering reports allows you to isolate specific time entries using date ranges and custom variables so you can view exactly the data you need.

Set a date range #

1. Go to Reports > Summary/Detailed>Weekly
2. Click the dates in the calendar (upper right corner)
3. Das Startdatum aus dem linken Kalender und das Enddatum aus dem rechten Kalender wählen

Hide or unhide filters #

1. Click on the Filter dropdown menu at the top of the page
2. Check the items you want to show in your filter menu
3. Uncheck the items you want to hide from your filter menu

If the field you want to enable is grayed out, uncheck other fields.

Apply report filters #

1. Select one or more filters at the top of the page, such as client, project, tag, or description
2. Click the Apply Filter button (upper-right corner) to generate a report containing only your filtered entries
3. Click Clear filters when you want to remove them

Understand filter options #

You can use a wide variety of filters to narrow down your report data. Here is a breakdown of the available filter options:                                       

Filter option	Beschreibung	Anwendungsfall
Kategorie	Groups time entries by specific classifications	Review time spent on billable versus non-billable work
Kunde	Filters entries associated with specific clients	Generate a time report for a specific client invoice
Währung	Shows entries based on the currency used for billing	Check total earnings in a specific currency
Beschreibung	Searches for specific keywords in the time entry description	Find all entries related to “updating overtime reports”
Kiosk	Filters time logged through a specific shared kiosk	View attendance records for a specific office location
Hinweis	Filters entries containing specific notes	Find entries with specific project handover notes
Projekt	Narrows down data to specific projects	Analyze total time spent on a website redesign project
Status	Filters by approval or invoicing status	Find all unbilled time to generate new invoices
Tag	Isolates entries labeled with specific tags	Track time spent on “meetings” across all projects
Aufgabe	Filters for specific tasks within a project	Review time spent on the “wireframing” task
Team	Shows time entries for specific team members or user groups	Check the weekly hours logged by the design team
Custom Fields	Filters using user-defined data fields	Sort time entries by a custom “Ticket ID” or “Location” field

Use Group by filter #

You can use the Group by sorting filter to change the way a report is presented. 

To use the Group by filter:

1. Go to Report > Summary/Weekly
2. Apply the main filters to your report (Project, Client, Status, etc.)
3. Scroll down to locate the Group by drop down option on top of the table
4. Apply the sorting options you want using one, two, or all three drop down menus
   • Projekt
   • Kunde
   • Benutzer
   • Beschreibung
   • Gruppe
   • Tag
   • Monat
   • Woche
   • Datum

Reports will be categorized in sequence based on your chosen Group by options, starting with the primary filter and proceeding through each subsequent selection in order.

Use Tag filter settings #

When filtering tags, you can use the following settings to further narrow down data.

To use these options:

1. Gehe zu Berichte > Zusammenfassung/Detailliert/Wöchentlich
2. Click the Tag filter to reveal the dropdown options
3. Select the following options:
   • Contains: Your report will list all time entries that have the selected tag
   • Doesn’t contain: Your report will exclude all time entries that have the selected tag
   • Contains only: Your report will list only the time entries that match all of the selected tags
4. Select the tag

Frequently asked questions (FAQs) #

Can I save my frequently used filter settings?

While you cannot save just a filter setup as a standalone preset, you can save the entire report with the filters applied. Once you configure your desired date ranges and filters, click the Save icon at the top of the page.

You can name the report and access it later from your Saved Reports, which will automatically load all of your preferred filter criteria.

Can I export the data after I’ve applied my filters?

Yes. After applying your filters and isolating the exact data you need, you can export the results. Click the Export button in the upper-right corner of the report screen to download your filtered data as a PDF, CSV, or Excel file. The exported file will only include the data that matches your filter parameters.

After filtering my data, can I change how it is organized on the screen?

Yes. You can use the Group by and Subgroup options. For example, after filtering for a specific client, you can group the remaining time entries by “Project” and subgroup them by “User” or “Task” to create a highly structured breakdown of the work completed.