Reports

Time report — /reports/time

The main daily/weekly admin view. Every event captured or imported is queryable here.

Views: - Summary — grouped by Client → Project → Description, like Clockify's Summary xlsx. Top of the view shows two donut charts: hours by project and hours by category (current filter + date range). Hover a slice for the exact hours/percent. - Detailed — one row per event, fully filterable - Weekly — pivot of employees × days, with a stacked-bar chart on top showing hours per day stacked by project (top 8 projects + "Other"). Hover a bar segment for the hours.

Filters: - Date range (Today, Last 7/30/90 days, YTD, All time, custom) - Employee / Client / Project / Category / Work type / Tag / Department - Free-text search (matches window title, app, note) - Rounding (off / 5 / 6 / 15 / 30 / 60 min) — Clockify-style round-up - Group by (None, Employee, Department, Department → Employee) in Detailed view

Exports: - CSV — plain text, Excel-compatible - XLSX — matches Clockify's Summary xlsx column layout so existing spreadsheets keep working - Print — print-friendly view via the Print button

KPI row: Total hours, Billable, Amount ($), Entries.

Pre-sales investment — /reports/presales

Shows pre-sales ROI across all clients. KPIs: - Active prospects count + hours invested in open deals - Converted clients (prospects that signed) + billable hours they produced - Archived clients (lost or dropped) + sunk pre-sales hours - Win rate (converted ÷ closed)

Per-prospect table with "Mark won" / "Lost" quick-action buttons that update client stage.

Clockify history (legacy)

If your company imported historical Clockify data, those rows now live in the same work_event table as real-time capture and show up naturally in /reports/time. No special section needed.

Scheduled reports — /admin/reports (admins)

Admins can configure weekly/monthly digest emails that send a specified report to a list of recipients.