Harvest offers several in-app reports as well as exports that display data not shown within the app's reports.

Note that not all report types and export functionality are available to all Harvest plans. For more information about each report type, click on the related link to view the Help Center article for that report. 

Harvest's in-app reports can help you find the data you need for your team’s time, expenses, invoices, and invoice payments. These reports, along with data from other sections of Harvest, can be exported to help your team analyze your data.

Below, you’ll find descriptions of each report in Harvest, along with where to find and export them.

Time report

The time report (Reports > Time) shows the hours and billable information for each client, project, task, and teammate.

Time report permissions

• Administrators can see all clients, projects, tasks, and teammates for the account in the report.
• Managers can see time for projects they manage and their assigned people.
• Members can only see their own tracked time.

Export the time report

Exporting the time report to a CSV or Excel file will provide a detailed time report. It’s not currently possible to export a time report that shows only the information seen in the web app. If your plan supports custom exports, you can choose the data included in your Excel or CSV export by clicking Export > Custom. 

Detailed time report

The detailed time report (Reports > Detailed time) shows each individual time entry within a set of chosen filters. You can filter the report by timeframe, clients, projects, tasks, and team (or roles).

The report also allows Administrators to mark hours as invoiced or uninvoiced, and to move hours in bulk to another project or task.

Detailed time report permissions

• Administrators can run a detailed time report for all projects and people.
• Managers can run a detailed time report for projects they manage, for their assigned people, and for themselves.
• Members will only be able to run a detailed time report for themselves.

Export the detailed time report

The detailed time report can be exported to a CSV or Excel file which will contain more in-depth information about each individual time entry. If your plan supports custom exports, you can choose the data included in your Excel or CSV export by clicking Export > Custom. 

You can export the in-app view to a PDF file and receive an emailed link to download the file. You can also export to Google Drive if you’ve set up the integration. 

Detailed expense report

The detailed expense report (Reports > Detailed expense) shows each individual expense within a set of chosen filters. You can filter the report by timeframe, clients, projects, expense categories, and team (or roles).

The report also allows Administrators to mark expenses as invoiced or uninvoiced.

Detailed expense report permissions

• Administrators can run detailed expense reports for all projects and people.
• Managers can run detailed expense reports for projects they manage, for their assigned people, and for themselves.
• Members can only see their own expenses in the detailed expense report.

Export the detailed expense report

The detailed expense report can be exported to a CSV or Excel file which will contain more in-depth information about each individual expense. If your plan supports custom exports, you can choose the data included in your Excel or CSV export by clicking Export > Custom. 

To get a report that includes expense receipt images from Harvest, export it to PDF, and you’ll receive an emailed link to download the file.

Uninvoiced report

The uninvoiced report (Reports > Uninvoiced) shows projects with uninvoiced hours, fixed fees, and expenses in a given timeframe.

Uninvoiced report permissions

• Administrators can see all projects in the uninvoiced report.
• Managers with permission to create invoices can only see projects they manage. 
• Members cannot view the uninvoiced report. 

Export the uninvoiced report

The uninvoiced report can be exported to a CSV or Excel file which will show uninvoiced information for each project in the report. If your plan supports custom exports, you can choose the data included in your Excel or CSV export by clicking Export > Custom. 

Profitability report

The profitability report (Reports > Profitability) shows revenue, costs, and profit for your projects. 

Profitability report permissions

Only Administrators can view the profitability report. 

Export the profitability report

The profitability report can be exported to a CSV or Excel file which will show the revenue, cost, and profit for each client, project, teammate, or task in the report, depending on which tab you're viewing when you export. If your plan supports custom exports, you can choose the data included in your Excel or CSV export by clicking Export > Custom. 

Activity log

Accounts on our Premium plan have access to activity logs for timesheets, timesheet submission and approval, and projects from Reports > Activity log. 

Timesheet activity log

The timesheet activity log (Reports > Activity log > Timesheets) shows all timesheet activity taken in the account.

Timesheet activity log permissions

• Administrators can see all timesheet activity for everyone in the account.
• Managers can see timesheet activity for themselves as well as entries for people or projects they manage.
• Members can see timesheet activity for their own timesheet, including edits made by others. 

Approvals activity log

The approvals activity log (Reports > Activity log > Approvals) shows actions taken in the account around timesheet approval. This includes timesheet submission, timesheet approval, and withdrawing approval for a timesheet.

Approvals activity log permissions

• Administrators can see all approval data for the account. 
• Managers can see approval data for themselves, their managed projects, and their assigned people. 
• Members can see approval data related to their own timesheet.

Projects activity log

The projects activity log (Reports > Activity log > Projects) shows actions taken in the account related to creating and editing projects. This includes project creation, project updates, and project deletion. 

Projects activity log permissions

• Administrators can see all project data for the account. 
• Managers can see project data for projects they manage if they have special permission to create and edit projects. Managers only see billable rate information with special permission to view billable rates. 
• Members cannot access the projects activity log.

Export the activity log

All activity log reports can be exported in CSV or Excel format.  

Invoice report

The invoice report (Invoices > Report) shows a list of each invoice issued during the selected timeframe.

Each invoice will be shown in its own row, along with the status, issue date, number of days in which it was paid, invoice ID, client name, amount invoiced, amount paid, and the balance remaining.

If you invoice in multiple currencies, the invoices will be broken down into sections by currency. Totals for tax amounts, amount invoiced, amount paid, and the balance remaining will be shown at the bottom of each currency section.

The report can be filtered by timeframe, client, and status (all, draft, sent, late, paid, written-off).

Invoice report permissions

Only Administrators can view the invoice report.

Export the invoice report

The invoice report has several export options: 

• Export invoices to Excel or CSV: Information for each invoice will be exported to its own row in the file.
• Export invoices to PDF: When choosing this option, you’ll be emailed a link to download a ZIP file containing PDF versions of your invoices.
• Export line items to Excel or CSV: Each individual line item from every invoice in the report will be shown in its own row of the file.

Payments received report

The payments received report (Invoices > Report) shows a list of each invoice payment received during the selected timeframe.

Each payment will be shown in its own row, along with additional detailed data.

If you invoice in multiple currencies, the invoice payments will be broken down into sections by currency. Totals for payments received will be shown at the bottom of each currency section.

The report can be filtered by timeframe and client.

Payments received report permissions

Only Administrators can view the payments received report.

Export the payments received report

Administrators can export the payments received report to a CSV or Excel file to see information for each payment. You’ll be emailed with a link to download the exported file.

Contractor report

The contractor report (Reports > Contractor) shows all active contractors along with their total hours and costs within a given timeframe. It also shows archived contractors’ information if they’ve tracked time within the timeframe. 

Contractor report permissions

Only Administrators can see the contractor report.

Export the contractor report

Exporting the contractor report will allow you to download a detailed time report for your contractors. To choose the data included in your Excel or CSV export, click Export > Custom. 

Mobile apps reports

Reports in Harvest for iPhone and Harvest for Android allow you to view a report of your tracked time. If you’re an Administrator, you can also see a report of the entire team’s time. 

Other exports

Other Harvest data that isn’t displayed in the in-app reports can be exported from your account as well. Administrators can export all of the files, while Managers only see export options for the people and projects they’re assigned to manage.

Projects export

You can export a list of your account’s projects from Projects > Export. You can choose to export all active projects, only projects that are budgeted, or only archived projects.

Team export

You can export a list of your account’s active teammates from Team > Export.

Note: The export will not contain any information for archived teammates.

Estimates export

You can export an Excel or CSV file of your open estimates or every estimate in your account from the Estimates section of your account. To export a list of your open estimates, click the Open tab and click Export. To export all of your estimates, click the All estimates tab. You can filter by estimate status, client, or timeframe before clicking Export.

Clients and client contacts export

From Manage > Clients, you can click Import/Export to export a list of your clients and client contacts to Excel or CSV. Exporting your clients will provide a file with each client's name and address. Exporting the client contacts will provide a file detailing the client, contact name, title, email, office phone, mobile phone, and fax number.

Tasks export

From Manage > Tasks, you can click Export to export a list of your tasks to Excel or CSV. 

Settings exports

From Settings > Import/Export, you can export all of the time, invoice, and estimate data for your account. 

Export all time

Exporting from Settings > Import/Export > Export all time will result in a detailed time report for all of the time data in your account being exported as a CSV file.

Export all invoices

When you export from Settings > Import/Export > Export all invoices you’ll be emailed a link to download a ZIP file containing all of your invoices as PDF files.

Export all estimates

When you export from Settings > Import /Export > Export all estimates you’ll be emailed a link to download a ZIP file containing all of your estimates as PDF files.

Troubleshooting issues with report exports

If you're not receiving exported reports, please take a look at I'm not receiving emails from Harvest. What should I do? for some steps you can take to resolve this issue.