How to use the Summary tab in Report

Quick answer

Open Report and stay on the default Summary tab. Choose a grouping (Client / Topic by default) using the selector in the column header. Click any grouped row to drill down to the underlying tasks in the Tasks tab. Toggle the chart panel for visual breakdowns. Use the Properties button to add Billable and Estimation columns.

Who can do this

• All team members can view the Summary tab filtered to their own data. Available on all plan levels.
• Company Admins and Company Owners can view data across all team members.

Opening the Summary tab

1. Select Report from the main navigation menu.
2. The report opens on the Summary tab by default, filtered to the current week and your own time entries.

A total duration is always visible in the tab bar. The Summary tab displays a two-level tree grouped by your selected grouping.

Choosing a grouping

The default grouping is Client / Topic. Change it using the grouping selector in the column header. Available groupings:

• Client / Topic, Client / Task, Client / Member, Client / Project
• Member / Topic, Member / Task, Member / Client, Member / Date
• Date / Member
• Project / Member

Select the grouping that matches your current need. For billing prep, use Client / Topic. For team management, use Member / Client. For payroll review, use Member / Date.

What each row shows

Each parent and child row displays:

• A progress bar showing the proportion of total time
• Task count — number of tasks in this group
• Extra work time — hours flagged as extra work
• Total time — all tracked hours for this group

Click the expand/collapse toggle in the column header to open or close all groups at once.

Drilling down to tasks

Click any grouped row to jump directly to the Tasks tab, automatically filtered to that specific client, topic, member, or project. This moves you from a high-level overview to the individual tasks driving that number — without manually re-applying filters.

Adding optional columns

Click the Properties button in the toolbar to add or remove columns. Optional columns on the Summary tab include:

• Billable — billable hours for each group
• Non-billable — non-billable hours
• Estimation — estimated hours vs. actual
• Decimal-hour variants of each time column (useful for spreadsheets and billing tools)

Using the chart

Click Show chart in the toolbar to display a visual breakdown panel. The chart panel shows a time distribution for the selected grouping and a statistics card with billable/non-billable totals, a task status breakdown (Overdue, Active, Done with percentages), and the total task count. Click Hide chart to collapse it. The chart state persists across sessions.

Saving a report view

Click Save bookmark in the toolbar to store the current filters, selected tab, and grouping for quick access later. Useful for recurring reviews — for example, a “Weekly client billing” view filtered to a specific client.

Troubleshooting

The Summary tab shows no data

Check the date range and Member filters. The default view shows your own data for the current week. Expand the date range or change the Member filter to see data for other periods or team members.

A client shows less time than expected

Verify that no topic filter is excluding some topics. Also check that the task status filter includes the statuses you want — if Done tasks are excluded, their time will not appear.

Billable columns are not visible

Click the Properties button and enable the Billable and Non-billable columns. Each tab remembers its own column visibility independently.

The drill-down click takes me to an empty Tasks tab

The Tasks tab inherits the group filter from the click but also respects all other current filters. If the date range is very narrow or the member filter is too specific, no tasks may match. Expand the date range and retry.