Knowledge Base

Answers to the questions we hear most often about reporting in Teamwork.com - covering Custom Reports, the Time Report, Profitability Report, Utilisation Report, Budget Reporting, Dashboards, Formula Fields, Scheduled Reports, Exports, and Advanced Reporting.

This isn't something we're currently building. The challenge is that a person can have different rates across different projects, and rates change over time, so a single "rate" column wouldn't always be accurate. In the meantime, you can calculate an effective rate (Billable Total ÷ Billable Time) using a formula field.

Not directly - project Custom Reports filter by activity rather than creation date. As a workaround, add "Date Created" as a column, set a wide date range, and sort by creation date. Keep in mind that projects with no activity in your selected range may still be excluded.

Not currently — stage-change history isn't captured in a way that can be reported on today. This is a common request, especially from agencies, and it's something we're evaluating for the future.

Updating anything on the project itself (like renaming it or changing dates), and anything that creates an activity log entry (messages, comments, files). Logging time, adding or removing people, and completing tasks do not update a project's last-activity date, which affects which projects show up in activity-filtered reports.

The All Time page (Time > All Time) gives you a time view across every project and client, filterable by user, team, or client. For a structured export, the Client View > Time > Export option is also worth checking out.

The main blocker is multi-currency — invoices can be issued in different currencies, so adding their totals together isn't reliable without a conversion rate. Support for currency conversion here is something we're exploring.

No — Forms don't currently have tracking or reporting capabilities, and this isn't on our near-term roadmap.

Yes — use the My Work section and add all the users you want to see. It gives you a sortable, cross-project view that works well as a per-person to-do list.

Not yet — saving and sharing filters isn't available in the current version of Advanced Filters. Most of the groundwork for this already exists, so it's something that could be enabled in a future release.

Not currently — unavailable time is a user-level figure shown on User Custom Reports and the Utilisation Report, while individual time log details live on the Time Report. Because these sit at different levels of detail, they can't be combined into a single report today.

Yes — we're adding a Reports tab at the individual project level for this. In the meantime, you can group the Time Report by Task List > Task, expand the rows, and turn on "include completed tasks." The Task List Custom Report also supports estimated time and logged time columns directly.

Not in the interface today — some column selection is available through the API, but it isn't yet exposed on screen. Adding the same column filtering that report exports already offer is something we're working on.

This is usually caused by a column that contains HTML content (for example, a "First Message" column from a Desk export) — the HTML can overflow the cell when opened in Excel. Uncheck that column before exporting, or delete it from the file afterward.

A recent update to how PDF exports are generated changed some of the underlying rendering, which can shift font sizing slightly since the export automatically adjusts text to fit the page. There isn't much manual control over this today.