{"id":11297,"date":"2022-10-06T22:04:48","date_gmt":"2022-10-06T22:04:48","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=11297"},"modified":"2026-05-06T10:45:06","modified_gmt":"2026-05-06T10:45:06","slug":"assignments-report","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/reports\/assignments-report","title":{"rendered":"Assignments report"},"content":{"rendered":"\n<p>Assignments report helps you keep track of your tasks by comparing the assignments you&#8217;ve scheduled with the time you&#8217;ve actually spent on them with a breakdown of cost and billable amounts for scheduled and tracked time. This article will show you how to use assignment reports effectively so that you can easily manage your workload and monitor financial data over selected period.<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Note<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block\">This is a paid feature available to all users when <a href=\"https:\/\/clockify.me\/pricing\">upgrading<\/a> a workspace to a Pro or Enterprise plan.<\/p>\n<\/div><\/div>\n\n\n\n<p>Assignments report might come in handy in the following case:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-yellow\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-yellow\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-yellow)\"><path d=\"M9 19V17H21V19H9ZM9 13V11H21V13H9ZM9 7V5H21V7H9ZM5 20C4.45 20 3.97917 19.8042 3.5875 19.4125C3.19583 19.0208 3 18.55 3 18C3 17.45 3.19583 16.9792 3.5875 16.5875C3.97917 16.1958 4.45 16 5 16C5.55 16 6.02083 16.1958 6.4125 16.5875C6.80417 16.9792 7 17.45 7 18C7 18.55 6.80417 19.0208 6.4125 19.4125C6.02083 19.8042 5.55 20 5 20ZM5 14C4.45 14 3.97917 13.8042 3.5875 13.4125C3.19583 13.0208 3 12.55 3 12C3 11.45 3.19583 10.9792 3.5875 10.5875C3.97917 10.1958 4.45 10 5 10C5.55 10 6.02083 10.1958 6.4125 10.5875C6.80417 10.9792 7 11.45 7 12C7 12.55 6.80417 13.0208 6.4125 13.4125C6.02083 13.8042 5.55 14 5 14ZM5 8C4.45 8 3.97917 7.80417 3.5875 7.4125C3.19583 7.02083 3 6.55 3 6C3 5.45 3.19583 4.97917 3.5875 4.5875C3.97917 4.19583 4.45 4 5 4C5.55 4 6.02083 4.19583 6.4125 4.5875C6.80417 4.97917 7 5.45 7 6C7 6.55 6.80417 7.02083 6.4125 7.4125C6.02083 7.80417 5.55 8 5 8Z\" fill=\"#FFC107\"><\/path><\/g><\/svg><span class=\"box-label\">Use Case<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block\">Let\u2019s say as a project manager, you are overseeing a software development project with multiple assigned tasks and team members. You check the <strong>Assignments<\/strong> report for the past month to compare scheduled assignments with the actual tracked time by your development team. The report reveals that certain tasks took longer than initially estimated. With this insight, you can identify areas for improvement, like refining task estimates, adjusting project timelines, or redistributing workload. <\/p>\n<\/div><\/div>\n\n\n\n<p class=\"translation-block\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">See assignments<\/h2>\n\n\n\n<p class=\"translation-block\">To see the Assignments report, <a href=\"https:\/\/clockify.me\/help\/projects\/scheduling\">Scheduling<\/a> needs to be enabled in the Workspace settings.&nbsp;<\/p>\n\n\n\n<p>To do that:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Navigate to the workspace name at the top of the page<\/li>\n\n\n\n<li class=\"translation-block\">Open the menu and choose the <strong>Workspace settings<\/strong> <\/li>\n\n\n\n<li class=\"translation-block\">Find the <strong>Scheduling<\/strong> section in the <strong>General<\/strong> tab<\/li>\n\n\n\n<li class=\"translation-block\">Toggle the switch to <strong>Activate project and team scheduling<\/strong>&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Optionally, enable the <strong>Regular users can see everyone\u2019s assignments<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Toggle the switch to <strong>See billable and cost account<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"277\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/image-1-1024x277.png\" alt=\"\" class=\"wp-image-31326\" style=\"aspect-ratio:3.696878008527025;width:510px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/image-1-1024x277.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/image-1-300x81.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/image-1-768x208.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/image-1-18x5.png 18w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/image-1.png 1236w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"translation-block\">Now that you\u2019ve enabled <strong>Scheduling<\/strong>, you can check out the Assignments report:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Reports<\/strong> in the sidebar<\/li>\n\n\n\n<li class=\"translation-block\">Choose the <strong>Assignments <\/strong>from the dropdown<\/li>\n<\/ol>\n\n\n\n<p>Assignments report displays:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Total scheduled time for published assignments<\/li>\n\n\n\n<li>Cost and billable amounts for scheduled and tracked time<\/li>\n\n\n\n<li>Total tracked time&nbsp;<\/li>\n\n\n\n<li>Difference between scheduled and tracked time&nbsp;<\/li>\n\n\n\n<li>Expected and realized profit<\/li>\n\n\n\n<li>Performance column with progress bar<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"334\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/Clockify-Assignments-Report.gif\" alt=\"\" class=\"wp-image-31327\"\/><\/figure>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Note<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block\">If you don\u2019t have billable hours or cost rates activated on your <a href=\"https:\/\/clockify.me\/help\/reports\/labor-cost#define-cost-rates\">workspace settings<\/a>, the &#8220;Expected Profit&#8221; and \u201cRealized Profit\u201d columns will not be visible.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"177\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/Screenshot-2024-10-30-at-13.35.38-1024x177.png\" alt=\"\" class=\"wp-image-20883\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/Screenshot-2024-10-30-at-13.35.38-1024x177.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/Screenshot-2024-10-30-at-13.35.38-300x52.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/Screenshot-2024-10-30-at-13.35.38-768x133.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/Screenshot-2024-10-30-at-13.35.38-18x3.png 18w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/Screenshot-2024-10-30-at-13.35.38.png 1146w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"744\" height=\"186\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/Screenshot-2024-10-30-at-13.35.59.png\" alt=\"\" class=\"wp-image-20884\" style=\"width:248px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/Screenshot-2024-10-30-at-13.35.59.png 744w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/Screenshot-2024-10-30-at-13.35.59-300x75.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/Screenshot-2024-10-30-at-13.35.59-18x5.png 18w\" sizes=\"auto, (max-width: 744px) 100vw, 744px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>The Assignment report shows the following information:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Item<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><tr><td>Scheduled&nbsp;<\/td><td>The total number of hours planned for published assignments<\/td><\/tr><tr><td>Amount scheduled&nbsp;<\/td><td>The total expected billable amount based on the planned hours<\/td><\/tr><tr><td>Cost scheduled<\/td><td>The total expected cost based on the planned hours<\/td><\/tr><tr><td>Expected profit<\/td><td>Scheduled Revenue minus Scheduled Cost<\/td><\/tr><tr><td>Tracked&nbsp;<\/td><td>The total number of hours actually recorded<\/td><\/tr><tr><td>Amount tracked<\/td><td>The total billable amount based on the hours actually recorded<\/td><\/tr><tr><td>Cost tracked<\/td><td>The total cost based on the hours actually recorded<\/td><\/tr><tr><td>Difference<\/td><td>The difference between Scheduled Hours and Tracked Hours<\/td><\/tr><tr><td>Amount difference<\/td><td>The difference between Scheduled Revenue and Tracked Revenue<\/td><\/tr><tr><td>Cost difference<\/td><td>The difference between Scheduled Cost and Tracked Cost<\/td><\/tr><tr><td>Realized profit<\/td><td>Tracked Revenue minus Tracked Cost<\/td><\/tr><tr><td>Status<\/td><td>The percentage of the assignment completed, based on scheduled hours<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>The results on the page can be grouped on three levels based on the entities you choose.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Group entries<\/h2>\n\n\n\n<p>When you&#8217;re analyzing the Assignments report, you have the option to group entries in three levels. As a result, the report will organize the data based on the intersection of these criteria and the total hours tracked by users within those groups.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">First level of grouping: <strong>Project<\/strong>, <strong>User<\/strong>, <strong><a href=\"https:\/\/clockify.me\/help\/getting-started\/clockify-glossary#user-group\">Group<\/a><\/strong>, <strong><a href=\"https:\/\/clockify.me\/help\/getting-started\/clockify-glossary#client\">Client<\/a><\/strong>, <strong>Month<\/strong>, <strong>Week<\/strong>, or <strong>Date<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Second level of grouping: <strong><a href=\"https:\/\/clockify.me\/help\/getting-started\/clockify-glossary#project\">Project<\/a><\/strong>, <strong><a href=\"https:\/\/clockify.me\/help\/getting-started\/clockify-glossary#task\">Task<\/a><\/strong>, <strong>Client<\/strong>, <strong>Group<\/strong>, <strong>Month<\/strong>, <strong>Week<\/strong>, or <strong>Date<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Third level of grouping: <strong>Task<\/strong>, <strong>Group<\/strong>, <strong>Month<\/strong>, <strong>Week<\/strong>, or <strong>Date<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\"><em>For example, you might choose to first group your Assignments report by <\/em><strong><em>Project<\/em><\/strong><em>, then within each project, group by <\/em><strong><em>Task<\/em><\/strong><em>, and finally, within each task, further divide by <\/em><strong><em>Date<\/em><\/strong><em>.<\/em><\/p>\n\n\n\n<p>Project &gt; Task &gt; Date<\/p>\n\n\n\n<p class=\"translation-block\">In the <strong>Assignments<\/strong> report, this grouping look like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"429\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/assignments_report_groups-1024x429.png\" alt=\"\" class=\"wp-image-20888\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/assignments_report_groups-1024x429.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/assignments_report_groups-300x126.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/assignments_report_groups-768x321.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/assignments_report_groups-1536x643.png 1536w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/assignments_report_groups-2048x857.png 2048w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2022\/10\/assignments_report_groups-18x8.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"translation-block\">You can also filter the results by date in the date picker, team (users and groups), client or project and export them in <strong>CSV<\/strong>\/<strong>Excel<\/strong> format.<\/p>\n\n\n\n<p class=\"translation-block\">If you, for instance, group by User or Group, you&#8217;ll get <strong>available<\/strong> and <strong>scheduled <\/strong>hours and, in that way, can determine user&#8217;s availability for the selected date range.  <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Export Assignments report<\/h2>\n\n\n\n<p class=\"translation-block\">If you\u2019d like to obtain the Assignments report and distribute it in CSV or Excel format to subject matter experts, relevant parties, or internally in your company, you can do that from the <strong>Assignments<\/strong> report page.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">At the top right corner of the page, click the <strong>Export<\/strong> button to expand dropdown<\/li>\n\n\n\n<li class=\"translation-block\">Choose preferred format <strong>CSV<\/strong>\/<strong>Excel<\/strong><\/li>\n<\/ol>\n\n\n\n<p>The report will be downloaded and saved on your computer.<\/p>\n\n\n\n<p class=\"note\">The grouping options affect the way your exports look. For example, if you group by project, further group by task and finally group by date, that\u2019s the way data will be grouped in the export, as well.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">More on reports<\/h2>\n\n\n\n<p class=\"translation-block tip\">If you want to view reports on your time and expenses categorized by project, client, user, group, tag, or specific date, explore our <a href=\"https:\/\/clockify.me\/help\/reports\/summary-report\">Summary report<\/a>.<br>To see a weekly breakdown of your tracked time and expenses, visit our <a href=\"https:\/\/clockify.me\/help\/reports\/weekly-report\">Weekly report<\/a> article.<br>To export and edit all the details of your entries, refer to the <a href=\"https:\/\/clockify.me\/help\/reports\/detailed-report\">Detailed report<\/a> article.<\/p>\n\n\n\n<div class=\"wp-block-group related-articles\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading\">Related articles<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/reports\/attendance-overtime\">Attendance report<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Assignments report helps you keep track of your tasks by comparing the assignmen&#8230;","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[26],"tags":[],"class_list":["post-11297","post","type-post","status-publish","format-standard","hentry","category-manage-reports"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"tamara radijevac","author_link":"https:\/\/clockify.me\/help\/author\/tamara-radijevac"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/11297","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=11297"}],"version-history":[{"count":71,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/11297\/revisions"}],"predecessor-version":[{"id":31457,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/11297\/revisions\/31457"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=11297"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=11297"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=11297"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}