Regular Users: Reports

This article is for Regular Users. Learn more about permissions.

Reports in Harvest help you review how you’re spending your time and what expenses you’ve tracked to your projects. In this article you’ll find information on the Time Report, the Expense Report, and Your Weekly Harvest (a personal weekly time report emailed directly to you).

Time Report

The Time Report shows the hours you’ve worked for each client, project, and task for the selected timeframe. To view your time report, head to Reports > Time.

A few notes about what you’ll see on this page:

  • If an Administrator in your account has turned on Time Rounding, all hours will be rounded according to those settings.
  • All tabs will only display the clients, projects, or tasks with time tracked during the timeframe you’re viewing. You can change the timeframe by using the dropdown at the top right.
  • Time will always be displayed in decimal format in the Time Report, even if it’s displayed as HH:MM on your timesheet. For example, 2 hours and 30 minutes (2 1/2 hours) will display as 2.50.

Here’s a breakdown of what you'll see in each tab:

  • The Clients tab shows time information by client.
    • If you click a client name, it will take you to an individual client report, showing time information for all of the projects belonging to that client. Clicking a project name will take you to an individual project report.
  • The Projects tab lets you compare all projects to each other.
    • If you click a project name, it will take you to an individual project report.
  • Under the Tasks tab, you’ll see a color-coded bar graph showing the distribution of hours per task.
    • If you click a task name, it will take you to an individual task report.
  • Under the Team tab, you’ll see the total hours that you’ve tracked for that time period.
    • Note that Regular Users aren’t able to view reports of other team members’ time.

Actions

  • You can change the report’s timeframe using the dropdown at the top right. You can also navigate back and forth through time with the arrows at the top left.
  • Check Active Projects Only to remove any archived projects from the report.
  • View a Detailed Time Report by clicking the Detailed Report button at the top right of the report. The Detailed Time Report will show all the individual time entries that you’ve tracked. Time is displayed in decimal format, even if your timesheet uses HH:MM.
    • Click the Change Filters button at the top right to change the timeframe, clients, projects, and/or tasks included in the report. For any field that’s left blank, the report will show time tracked to All… relevant items, including archived ones. If you click into the field, though, by default it won’t include archived items to choose as filters. Check the Include archived items in filters box if you do want to include those when you’re selecting filters. You can choose more than one item in each field.
    • Use the Group By dropdown to sort the time entries in different ways, and use the Active projects only checkbox to show only time tracked to currently active projects.
    • Use the Export dropdown to export the Detailed Time Report to an Excel, CSV, or PDF file.
    • Print the report by clicking the printer icon.
  • Print the report by clicking the printer icon.

Expense Report

The Expense Report shows expenses that you’ve tracked for the given timeframe and other filters that you select. Regular Users are only able to run expense reports for their own expenses.

To run an expense report:

  1. Go to Reports > Expense.
  2. Choose a Timeframe.
  3. Filter the clients/projects/categories you want to see in the report with the input boxes.
    • You can choose more than one item in each field.
    • For any field that’s left blank, the report will show expenses tracked to All… relevant items, including archived ones. If you click into the field, though, by default it won’t include archived items to choose as filters. Check the Include archived items in filters box if you do want to include those when you’re selecting filters.
  4. Click Run Expense Report.

Click the Change Filters button at the top right to change the timeframe, clients, projects, and/or expense categories included in the report.

Use the Show and Group By dropdowns to filter and sort the expense entries in different ways, and use the Active Projects Only checkbox to show only expenses tracked to currently active projects.

You can export an Expense Report as a CSV, Excel, or PDF file by clicking the Export button at the top right of the page. To export a report that includes expense receipt images from Harvest, choose PDF. To print an Expense Report, click the printer icon.

Your Weekly Harvest Report (Personal Time Report)

Besides the time report offered directly in Harvest, you can also choose to receive a personal time report, Your Weekly Harvest Report, by email. The report is sent on the first day of each week and contains graphs and summary data showing you how you spent your time over the previous week.

Note that the first day of the week can be either Saturday, Sunday, or Monday, and is a setting selected by the Administrators in your account. The data in the report may also be rounded based on your company settings.

Additionally, the emailed report reflects hours tracked as of the moment it’s generated, which is shown in the footer. We’re not able to resend the report with hours that were added or edited after that time.

To subscribe to or unsubscribe from Your Weekly Harvest Report:

  1. Click your name at the top right of any page in your account.
  2. Select Notifications.
  3. Check or uncheck the box for Email me a weekly report of my time.
  4. Click the Update Notifications button to save your changes.

Here’s an example of what the report will look like:

2020-09-04_your_weekly_harvest_report.png

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