{"id":2986,"date":"2019-08-26T11:09:18","date_gmt":"2019-08-26T11:09:18","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=2986"},"modified":"2026-04-23T08:17:07","modified_gmt":"2026-04-23T08:17:07","slug":"creating-custom-reports","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/reports\/creating-custom-reports","title":{"rendered":"Customize reports"},"content":{"rendered":"\n<p>If Clockify&#8217;s built-in reports and <a href=\"https:\/\/clockify.me\/help\/reports\/customize-exports\">customization options<\/a> don&#8217;t provide the structure you need, create your own report using pivot tables in Excel\/Google Sheets.<\/p>\n\n\n\n<p>Simply export the Detailed report&#8217;s as CSV or Excel, and you can create any kind of report you want:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Total hours (or amount) broken down by client &gt; project &gt; task &gt; description<\/li>\n\n\n\n<li>Monthly report with total hours (or amount) per project (or user) per day<\/li>\n<\/ul>\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>You can only export a report to CSV\/Excel if you are on Free trial or subscribed to the Basic plan or higher. For Free plan subscribers, you can only export a report to PDF.<\/p>\n<\/div><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1c7oG8zhIUYcFre8GWg39xjJNiyPjqS88igXcn9FpuQM\/edit#gid=1624600682\"><img loading=\"lazy\" decoding=\"async\" width=\"752\" height=\"458\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2019\/08\/pivot-report.png\" alt=\"pivot report\" class=\"wp-image-3010\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2019\/08\/pivot-report.png 752w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2019\/08\/pivot-report-300x183.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2019\/08\/pivot-report-60x37.png 60w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2019\/08\/pivot-report-150x91.png 150w\" sizes=\"auto, (max-width: 752px) 100vw, 752px\" \/><\/a><\/figure>\n<\/div>\n\n\n<p><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1c7oG8zhIUYcFre8GWg39xjJNiyPjqS88igXcn9FpuQM\/edit#gid=1124667396\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">See example (Google Sheets)<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Create custom report<\/h2>\n\n\n\n<p>Create a custom report in the following way:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Export Clockify&#8217;s Detailed report in CSV or Excel and open it in Google Sheets or Excel<\/li>\n\n\n\n<li>Select the whole table<\/li>\n\n\n\n<li>Excel: go to Insert &gt; Pivot Table; Google Sheets: go to Insert &gt; Pivot Table<\/li>\n\n\n\n<li>Click OK<\/li>\n\n\n\n<li>Choose what fields to show in rows\/columns, and what to display as values. Example: &#8220;Row: Project&#8221;, &#8220;Column: User&#8221;, &#8220;Value: Duration (decimal)&#8221;<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Additional dimensions<\/h2>\n\n\n\n<p>You can enrich reports using <a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/custom-fields\" target=\"_blank\" rel=\"noreferrer noopener\">custom fields<\/a> on time entries. Your users can track all sorts of things, like expenses, mileage, units, etc.&nbsp;<\/p>\n\n\n\n<p>You can also add metadata to time entries using custom fields on projects. That way, you&#8217;ll have more options for grouping time in pivot tables.<\/p>\n\n\n\n<p class=\"has-text-align-center translation-block\"><a href=\"https:\/\/clockify.me\/downloads\/samples\/report-detailed-sample-custom-fields.xlsx\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Download sample report with custom fields (Excel)<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"738\" height=\"624\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/02\/detailed-report-pivot-custom-fields-3.png\" alt=\"\" class=\"wp-image-4449\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/02\/detailed-report-pivot-custom-fields-3.png 738w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/02\/detailed-report-pivot-custom-fields-3-300x254.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/02\/detailed-report-pivot-custom-fields-3-60x51.png 60w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2020\/02\/detailed-report-pivot-custom-fields-3-150x127.png 150w\" sizes=\"auto, (max-width: 738px) 100vw, 738px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Overlapping entries<\/h2>\n\n\n\n<p>If you have entries with overlapping start and end times, you can easily find them in Excel or Google Sheets.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Export Clockify&#8217;s Detailed report in CSV<\/li>\n\n\n\n<li>Open&nbsp;CSV in Excel\/Google Sheets<\/li>\n\n\n\n<li>Select all data and sort it by: User&gt;Start Date&gt;Start Time<\/li>\n\n\n\n<li class=\"translation-block\">Create a new <strong>Overlap<\/strong> column<\/li>\n\n\n\n<li>For the first record, use this formula:&nbsp;=IF(OR(IF($F1=$F2, IF($I2=$I1, IF($L1&gt;$J2, true, false))),IF($F2=$F3, IF($I2=$I3, IF($L2&gt;$J3, true, false)))),&#8221;overlap&#8221;, &#8220;ok&#8221;)<\/li>\n\n\n\n<li>Expand and apply the formula for each row<\/li>\n\n\n\n<li>Apply conditional formatting to highlight overlapping time entries<\/li>\n\n\n\n<li>Create pivot table based on the data in the table<\/li>\n\n\n\n<li>In Pivot table, select: <strong>Row:Overlap<\/strong>, <strong>Value:Overlap (count)<\/strong><\/li>\n\n\n\n<li>Click on the overlapping count to see only the overlapping entries in a new sheet<\/li>\n<\/ol>\n\n\n\n<p>How the formula works: Once all the entries are sorted, the formula compares the previous and the next row. If the rows are from the same user and from the same date, it looks if the entry&#8217;s start time overlaps with previous entry&#8217;s end time or if its end time overlaps with next entry&#8217;s start time.<\/p>\n\n\n\n<p class=\"has-text-align-center\"> <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1c7oG8zhIUYcFre8GWg39xjJNiyPjqS88igXcn9FpuQM\/edit#gid=2085526633\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">See example of overlapping entries (Google Sheets)<\/a> <\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1c7oG8zhIUYcFre8GWg39xjJNiyPjqS88igXcn9FpuQM\/edit#gid=2085526633\"><img loading=\"lazy\" decoding=\"async\" width=\"720\" height=\"294\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2019\/08\/overlapping-entries-min.png\" alt=\"overlapping entries\" class=\"wp-image-3023\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2019\/08\/overlapping-entries-min.png 720w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2019\/08\/overlapping-entries-min-300x123.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2019\/08\/overlapping-entries-min-60x25.png 60w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2019\/08\/overlapping-entries-min-150x61.png 150w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/a><\/figure>\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\/customize-exports\">Customize report exports<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"If Clockify&#8217;s built-in reports and customization options don&#8217;t provi&#8230;","protected":false},"author":3,"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-2986","post","type-post","status-publish","format-standard","hentry","category-manage-reports"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"aleksandar.olic","author_link":"https:\/\/clockify.me\/help\/author\/aleksandar-olic"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/2986","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\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=2986"}],"version-history":[{"count":45,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/2986\/revisions"}],"predecessor-version":[{"id":30901,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/2986\/revisions\/30901"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=2986"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=2986"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=2986"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}