What reports and exports are available in Harvest?
Harvest offers several in-app reports that 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.
The Time Report (Reports > Time) shows the hours and billable information for each client, project, task, and team member.
Permissions: If you’re an Administrator, you can see all clients, projects, tasks, and team members for the account in the report. Project Managers can see the team’s time information for any projects they manage, while Regular Users can only see their own tracked time.
Export: 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.
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 you to mark hours as invoiced or uninvoiced, and to move hours in bulk to another project or task.
Permissions: Administrators can run a Detailed Time Report for all projects, while Project Managers can only run the report for projects they manage. Regular Users will only be able to see their own time entries in the report, and can access it by going to Reports > Time and clicking the Detailed Time button toward the right side of the report.
Export: This report can be exported to a CSV or Excel file which will contain more in-depth information about each individual time entry. 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.
The Expense Report (Reports > 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 you to mark expenses as invoiced or uninvoiced.
Permissions: Administrators can run Expense Reports for all projects. Project Managers can run Expense Reports only for projects they manage. Regular Users can only see their own expenses in the report.
Export: This report can be exported to a CSV or Excel file which will contain more in-depth information about each individual expense. 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.
The Uninvoiced Report (Reports > Uninvoiced) shows projects with uninvoiced hours and expenses in a given timeframe.
Permissions: Administrators can see all projects in the Uninvoiced Report. Project Managers with permission to create invoices can only see projects they manage.
Export: This report can be exported to a CSV or Excel file which will show uninvoiced information for each project in the 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).
Permissions: Only Administrators are able to view the invoice report.
Export: This 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.
Permissions: Only Administrators can view the invoice report.
Export: Administrators can export this 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.
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.
Permissions: Only Administrators can see the Contractor Report.
Export: Exporting this report will allow you to download a Detailed Time Report for your contractors.
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 Project Managers only see export options for the projects they’re assigned to manage.
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.
You can export a list of your account’s active team members from Team > Export.
Note: The export will not contain any information for archived team members.
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
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.
From Manage > Tasks, you can click Export to export a list of your tasks to Excel or CSV.
From Settings > Export Data, you can export all of the time, invoice, and estimate data for your account.
- Export All Time: A Detailed Time Report for all of the time data in your account will be exported as a CSV file.
- 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: You’ll be emailed a link to download a ZIP file containing all of your estimates as PDF files.