Quanta Help
Reports

Summary report

Totals for the period grouped by client, project, user or task, with hours and money.

Applies to:
Everyone

Analytics → Reports → Summary Report rolls the period up into one row per client, project, user or task. Users see their own time; report-permission holders see everyone's.

The Summary report grouped by project, with hours and amounts per row and a chart of hours by week above.
The Summary report grouped by project, with hours and amounts per row and a chart of hours by week above.

Controls

  • Date Range and the arrows.
  • Users and Projects multi-selects, plus Show advanced filters for Clients, Tasks, Tags, Currencies, and Billable / Non-billable, Invoiced / Uninvoiced switches. Reset filters ↺ clears the lot.
  • Group by: Client, Project, User or Task.
  • Hide revenue numbers.
  • Export downloads the table.
  • Detailed Report jumps to the entry-level report with the same filters applied.

Reading it

Each row shows the group's Duration and, for report-permission holders, its billable amount, cost and profit. Click a column header to sort. The chart above the table shows Hours by Week or Month for the period, with a Full breakdown you can expand.

Typical uses

  • Monthly client review: last month, group by Client.
  • Who did what on a project: filter to the project, group by User.
  • Where a person's week went: filter to the user, group by Project or Task.

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