Using Reports
Report Tabs
The Reports page is not limited to a single expense view. Expense and task analytics are available on all eligible plans; Team and Business unlock client analytics, project portfolio, and team performance tabs. Business adds an executive summary tab for leadership-level visibility.
Expense Reports and Filters
In the Expenses tab, you can use date range, client, and project filters to narrow totals and breakdowns. This is the primary hub for operational spending analysis. CSV and PDF export is available on Team and Business.
Operational Analytics Tabs
The task analytics tab highlights workload and completion trends. Client analytics and project portfolio show which clients and projects generate more cost or work volume. Team performance helps you monitor output and contribution by user.
Executive Summary and Export
The Business-only executive summary tab brings together high-level indicators for faster decision-making. If you need regular reporting, the most practical workflow is to set your filters and export the relevant dataset to CSV or PDF on a recurring basis.