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Build your own report in Explore

LiveFor: All with Insights

Group any list, choose columns and export.

Analytics > Explore lists every time entry behind the figures, and lets you build a report from them.

Analytics Explore Time Entries: 1 to 100 of 447 time entries, a Group by selector, Columns and Export CSV, and a table of date, team member, client, work item, work type, task type, billed status and hours.
Analytics > Explore.

  1. Set the dates and filters at the top and press Apply.

  2. Choose Group by, such as client, team member or work type, to total the entries.

  3. Press Columns to choose which figures show, including your own custom metrics.

  4. Press Export CSV to download it.

Save it as a view from Original View to open it again, or pin it to your dashboard.

  • Custom metrics, pinned to your dashboard (being written)Live
  • Analytics: performance (being written)Live

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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