You can even do so in a new tab avoiding having to re-run the whole report. If you see a mistake in a report, you can jump directly and edit the problem entry it right away.You can also configure grouping and apply filters to get to the right cross-section of data. You can further filter detailed time reports according to invoiced or un-invoiced, or billable or non-billable hours or expenses.They’re slightly different than standard reports, but we’re mentioning them in the same breath because their operability is essentially the same.Īfter selecting either Detailed Time or Expenses under the Reports ribbon and choosing the proper time frame, managers may filter their search criteria according to a combination of team members, tasks, clients and projects just as with the time reports.įrom here you have a number of tools at their disposal: The detailed reports are more useful if you need all the granular metadata attached to time entries. Harvest Detailed Time and Expense Reports For the best accuracy on your reports, we recommend you configure your settings to include them. The Detailed Report icon next to each time total will break down even more detail for each category.Īn important consideration to remember around these reports is that fixed fee projects are not automatically included into billable amounts in Harvest. You can export all these reports to Excel or CSV for deeper analysis. While it’s not the way we recommend you calculate it, it can be a useful view of billable vs non-billable hour ratios. This report will also give you Harvest’s version of a “utilization rate”.This shows you who’s pulling the greatest number of hours, and who could use a greater workload. The team tab shows the time spent across your organization on a personnel basis.Depending on how you use tasks, it can give you insight into how time-consuming steps in a process might be, or what services you’re spending the most time on. The tasks tab reveals how much of your team’s time is spent on each “task” in a given time period.This is great for tracking over/under servicing and client concentration. The client tab gives a you name-by-name list of your clients and how much time is spent with each.This helps you determine where the effort in your organization is being directed. The project tab will display how much time has been spent on each project your company is working.These allow you to do a deeper dive into how much time was spent on each category. After that, select from one of four tabs – projects, clients, tasks, and teams. You can alter the given timespan you’re evaluating by changing the dropdown box on the far right of your screen. For more details on how to design your data structure, check out the guide on our blog. One of the keys to getting value from your time tracking tools is the make sure your data structure is set up to answer your operational questions. Remember that the level of detail available in these reports is determined by how you structure your Harvest account. This includes projects, clients, tasks, people, roles cost and billing rates and even notes on individual time entries. They allow you to view and export details from each of it’s project and team building blocks. Harvest’s time reports allow you to get highly granular insight into exactly where time is going in your agency.
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