Analyze your productivity and profitability using visual charts and graphs. Generate high level overviews and low level reports of your data.
This help article shows how to share the report parameters used to generate a report with other administrators so that they can run the report themselves. If you are trying to find out about scheduling a report and having a PDF emailed with the actual report data, this help article covers report automation. When running […]
By default the time centric reports in Intervals will display time for all active and inactive items. This is done by design so that when you run a report you can trust that all of the data is there without having to remember what was active during the time frame. Time for BOTH active and […]
In the reporting section there is a Gantt and when viewing an individual project in the project section there is a Gantt chart link to view a Gantt chart for that particular project. The Gantt chart helps you visualize your tasks, milestones and projects and includes the ability to drag around elements to reschedule your […]
The Task Snapshot Report can generate many different views into your tasks using the “View by” filter to segment your data, and the “Filter options” section to control which clients, projects, etc, should appear. The “View by” filter controls how the tasks are segmented along the vertical axis. For the horizontal axis, you have the option of selecting start date, […]
Intervals does include an Expenses Report. It is available in the reporting section and via the links on the Project Dashboard. The report can be exported to a spreadsheet program, emailed or exported to PDF like most of the reports. Accessing from the Reports menu: Accessing from Project Dashboard: The report can be run for […]
On the task listing itself you can click to sort on the due column in the header to sort the tasks based on due date. If you are wanting to search for tasks that are due within a certain date range, the advanced task search can be used for this. First, click on the Advanced […]
The intent with Intervals is to track the client facing total as opposed to an internal cost total and Intervals is light on accounting functionality in general. There is not a way to enter a cost rate and a client facing rate at this time. Data can be exported and the rates modified to apply […]
There are a couple of options on this front. The task listing itself can be used to filter tasks by a desired status. Click here for an example of what that looks like. This will show the estimated and actual hours for the tasks as well, but there will not be a breakdown of the […]
The Project Landscape Report is probably the most comprehensive high level report. It provides an overview of each project including total time, estimated and actual budgets, and task and milestone counts. It can be filtered by any and all clients and splits each overview into its own tab.. Basics Tab Basic information for each project, […]
In Intervals, the definition of an outstanding balance is having done more work (billable hourly work plus any project fees) than you have been paid for. It is a basic calculation that looks at the total amount of billable work compared to the total amount of payments for the project: The same information is available on […]