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Product/Time & Budget5 min

Hours reports: filters, breakdowns & budget

Filter by date, project, client and person and read the breakdown by task, client and day.

Reports are where time tracking pays off: you see totals, compare estimated vs. actual and break down by client, project or person to answer where did the time go?

Where reports live

  • Global view: open Projects and click the Time tracking by client & project banner. You see all hours from projects you belong to. At the top you'll see Log hours to log without leaving the page.
  • Per-project view: Reports is global; filter by Project in the filter bar to see only the one you need (add several to compare).

In both views data refreshes when you log, edit or delete: no reload needed.

Filters

Above the table you have a filter bar: all filters combine:

FilterWhat it does
From / ToDate range by day. If from is after to you'll see Start date cannot be after end date.
ProjectsPick one or more of your projects. You only see yours; filtering by someone else's returns nothing.
ClientsFilter by the project's Client field. Useful to group Northstar Redesign + Northstar App if they share a client.
PeopleFilter by who logged. If you're owner or admin you see all members; if you're member you only see yourself.
My roleFilters projects by your role: Owner / Admin or I'm a member. Only appears if you have projects with different roles.

Filters are reflected in the page address, so you can copy the link and share it: your teammate will see the same slice if they have access to those projects.

If your range is very wide and you can't see everything, narrow by dates or projects.

Analytics

The Analytics tab (top, next to Task summary and Entries) opens the charts view. KPIs are split into two scopes so they never mix:

  • Team · all-time (projects you administer): estimate, dedicated (with estimate), remaining and progress. It only covers projects where you are Owner or Admin and uses the whole team's hours, with no date or person filter. If dedicated hours exceed the estimate, remaining is flagged as Exceeded.
  • Your selection: dedicated hours for the current period and filter.

In projects where you are only a member there is no per-person estimate, so remaining and progress show as "-": the project estimate is never compared with a single person's hours.

Below are the breakdowns:

BlockWhat it answers
By clientWhich client consumes most hours? Bars with hours and percentage
By projectWhich project is loaded? Dedicated hours vs its estimate
Daily trendHow is time spread? Bars by day, week or month
Client donutPercentage split; small clients are grouped into Rest
By personWho dedicates most hours in the period?

Task summary

The Task summary tab is split into two tables:

Team · projects you administer: lifecycle of tasks in projects you administer:

ColumnMeaning
EstimatedTask estimate (set when you create or edit it)
Dedicated (all-time)Total logged by the whole team
Dedicated (period)Logged within the date and person filter
RemainingEstimate − all-time dedicated, never below 0 (0 once exceeded)
OverAll-time dedicated − estimate when exceeded (in red)
ProgressAll-time dedicated / estimate as %

Expand a row's arrow to see who logged those hours.

Your hours (member projects): your entries in projects where you are a member:

ColumnMeaning
ProjectProject the task belongs to
Dedicated (all-time)Your total hours on the task
Dedicated (period)Your hours within the filter

There is no estimate, remaining, over or progress here: there is no per-person estimate.

Entries

The Entries tab lists every entry: date, project, client, task, person, hours and note. From here you can edit or delete each record.

Who sees what

Your project roleWhat you see
Owner / AdminThe whole team's hours in the projects where you have that role
MemberOnly your own hours in that project

The role is evaluated project by project: if you own one and are a member of another, you see the whole team in the first and only your hours in the second. When any project is restricted, Reports shows a notice with Only where I'm Owner/Admin and a Why? explaining the rule. When you have different roles, use the My role filter to see only where you administer (whole team) or only where you're a member.

If a filter returns a huge number of rows you'll see a notice: the first 5000 entries or 1000 tasks are shown. Narrow the period or projects for an exact total.


Tip: At month end filter by Client and the closed month, check Analytics for progress against the estimate and Task summary for the tasks with the most remaining or already over. Share the filtered link with the client: that's your hours report without exporting. And remember: the "budget" in Syncro is the sum of task estimates; if the client expands scope, raise the estimates on the tasks. Don't look for a hidden field in Settings.

Keep going: if it's still unclear, revisit how project, client, tasks and backlog fit together and how to log in Time tracking.

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