Understand & use your reports

This guide will walk regular users through how to view, interpret, and filter their time-tracking reports in Clockify. You will learn how to access various types of reports, filter by specific criteria like date, project, or client, and customize reports to fit your needs.

Overview of reports #

Clockify offers several types of reports to help you track time and expenses:

• Relatório resumido
  This report groups your time entries by various criteria, such as project, client, user, tag, or date. It’s ideal for getting an overview of your time entries over a specific date range.
  
• Relatório detalhado
  This report shows all the details of your time entries, without grouping or summarizing. It provides a line-by-line breakdown of each time entry.
  
• Relatório semanal
  Weekly report is great for weekly tracking, since it shows time entries grouped by user or project within a fixed week range.

Navigate the reports #

To access and navigate the reports section:

1. Acesse a Relatórios na barra lateral
   Se a opção Relatórios page is not visible, it might be restricted by your workspace admins.
   
2. Choose between the Summary, Detalhado, ou Semanais report, depending on your needs

Filter your reports #

Clockify allows you to filter your reports by several criteria to get the data you need. Here’s how to filter your reports:

1. Choose time period
   At the top of the Relatório page, select the Calendário date range for the report. You can choose custom date ranges or predefined options like last week or this month.
2. Filter by Project, Client, or User
   Projeto: Filter by active or archived projects
   Cliente: Filter by active or archived clients
   Usuário: Filter by specific team members, or show all users (active/inactive)
3. Filter by entry status, tag, or task
   You can filter time entries by status (approved, pending, etc.), descrição, etiqueta, ou tarefa to get a more granular view of the time tracked.

Reports data #

Once you have applied the relevant filters, the report will display the following key data points:

1. Total time worked
   This is the total amount of time tracked during the selected period. It includes both billable and non-billable hours.
2. Horas faturáveis
   Billable hours are the time entries that are considered chargeable to a client or project. These will be separated from non-billable hours in the report.
3. Project summaries
   If you group your report by project, you will see a breakdown of total time tracked for each project. This is useful for understanding how much time was spent on each project.
4. Total amount
   For billable hours, the report will also display the total monetary value based on the rate set for each project or client.

Customize and export reports #

Clockify offers a variety of options for customizing and exporting your reports:

1. Customize the report for export
   You can adjust the filters and groupings to create a report tailored to your needs, whether you need a summary, detailed breakdown, or weekly overview.
2. Export report in one of the formats (PDF, Excel or CSV) 
3. Save report

For more precise reporting, you can enable or disable rounding for the time entries in the report if you want time tracked in minutes to be rounded up or down to the nearest increment.

Perguntas frequentes #

Can I customize the date range for the reports? #

Yes, you can customize the date range for each report using the Calendário option at the top right of the page.

How do I see billable hours in the reports? #

Na aba Summary Report e Detailed Report, you can see the billable hours for each entry. Billable hours will be displayed separately from non-billable hours, helping you track which time entries are chargeable.

How do I filter the report by specific tasks or tags? #

Use the filters section of the report to filter by tarefa, etiqueta, ou entry status. This allows you to narrow down the data to only show specific tasks or entries related to a certain tag.