Reports & Analytics
The Reports page is available to all tiers. Certain features require PRO or ENTERPRISE — these are marked throughout this page.
Overview
The Reports & Analytics page (/reports/reports) provides a single, unified interface for exploring your time tracking data. All tiers share the same page — available capabilities expand based on your subscription.
What you can do:
- Run ad-hoc reports — generate insights on demand with flexible filters
- 💾 Save custom reports — create reusable report configurations (PRO+)
- 📅 Schedule reports — automated email delivery with PDF or Excel attachment (PRO+)
- 📤 Export data — CSV (all tiers), PDF (PRO+), Excel (PRO+), JSON (ENTERPRISE), XML (ENTERPRISE)
Stat Cards
Four summary cards appear at the top of the page as soon as a report is generated:
| Card | Description |
|---|---|
| Total Hours | Sum of all tracked hours in the selected period |
| Total Entries | Number of individual time entries |
| Active Projects | Distinct projects with tracked time |
| Avg. per Day | Average daily hours across the selected date range |
Quick Insights
Below the stat cards, the Quick Insights section highlights:
- Top 3 projects — ranked by tracked hours
- Most Active Day — the day of week with the highest total hours
- Peak Hours — the hour-of-day slot with most activity
- Avg. Entry Duration — mean duration per individual time entry
Filters
Date Range
| Option | FREE | PRO | ENTERPRISE |
|---|---|---|---|
| Quick selects (today / this week / last 7 days / last 30 days / last month / this month) | |||
| Custom start + end date | |||
| Up to 31 days | |||
| Up to 365 days | — | ||
| Unlimited range | — | — |
Additional Filters
- Projects — multi-select
- Tags — multi-select
- Billable — All / Billable only / Non-billable only
Group By
Group the report results by:
| Option | FREE | PRO | ENTERPRISE |
|---|---|---|---|
| By Project | |||
| By Tag | |||
| By Day | |||
| By User | — |
Report Templates
Select a template to define what data is grouped and shown:
| Template | Description | FREE | PRO+ |
|---|---|---|---|
time_by_project | Hours grouped by project | ||
time_by_task | Hours grouped by task | ||
time_by_user | Hours grouped by team member | — | |
user_productivity | Billable ratio, entry count per user | — | |
team_overview | Cross-user summary | — |
View Modes
After generating a report, toggle between:
- Chart view — bar chart visualization of the data
- Table view — row-by-row data table
The active view mode is remembered when saving a custom report.
Export Formats
| Format | Tier | Notes |
|---|---|---|
| CSV | FREE+ | Browser-side generation, always available |
| PRO+ | Includes stat cards, Quick Insights, and chart | |
| Excel | PRO+ | Two-sheet workbook (Summary + Data), styled table |
| JSON | ENTERPRISE | Standalone .json file download |
| XML | ENTERPRISE | Structured XML with <meta>, <filters>, <metrics>, <dataPoints> |
FREE users see a PRO chip next to PDF and Excel buttons; ENTERPRISE-only formats show an ENTERPRISE chip.
PDF Contents
The generated PDF includes:
- Header — report title, workspace name, date range, filters applied
- Stat cards — Total Hours · Total Entries · Active Projects · Avg. per Day
- Quick Insights — Top 3 projects · Most Active Day · Peak Hours · Avg. Entry Duration
- Chart — bar chart (even if the report was saved in table view, the PDF renders a bar chart)
- Data table — full data breakdown
Excel Workbook Structure
- Summary sheet — report metadata, key metrics, filter context
- Data sheet — dynamic columns (billable column, revenue column if applicable), frozen header row, auto-filter, alternating row colors
Report History
Saved reports are visible based on your tier:
| Tier | History window |
|---|---|
| FREE | Last 30 days |
| PRO | Last 365 days |
| ENTERPRISE | Unlimited |
An info banner is shown on the Reports page for FREE and PRO users. ENTERPRISE users see no banner.
A nightly cleanup job (02:00) automatically removes reports outside the tier window.
Custom Reports (Save & Reuse)
Custom reports require PRO or ENTERPRISE. FREE tier cannot save reports.
Save any ad-hoc report configuration as a custom report for later reuse.
Limits:
| Tier | Max saved reports |
|---|---|
| FREE | 0 (Save button disabled) |
| PRO | 5 |
| ENTERPRISE | Unlimited |
Saving a Report
- Configure filters, template, group-by, and view mode (chart or table)
- Click "Save as Report"
- Enter a name for the report
- Click Save
The chartConfig.type is saved based on the active view — Chart view → BAR, Table view → TABLE.
Accessing Saved Reports
Saved reports appear in the list below the filter panel. Click any saved report to open the Report Preview page.
Report Preview
The Report Preview page (/reports/preview/:id) shows:
- 4 stat cards — same as the main Reports page
- Quick Insights — Top 3 projects · Most Active Day · Peak Hours · Avg. Entry Duration
- Report Info — name, template, date range, group-by
- Chart — visualization of the data
- Data table — full breakdown
- Export buttons — PDF / Excel / JSON / XML (tier-gated)
Scheduled Reports
Scheduled reports require PRO or ENTERPRISE. FREE users must generate reports manually.
See Scheduled Reports → for the full reference.
Summary:
- Email delivery with PDF or Excel attachment
- Frequency: weekly (PRO), custom cron (ENTERPRISE — coming soon)
- Multiple recipients
- "Run Now" button on each saved report triggers an immediate send
The Run Now result notification appears in the top-right corner, consistent with all other in-app notifications.
Tier Summary
| Feature | FREE | PRO | ENTERPRISE |
|---|---|---|---|
| Run ad-hoc reports | |||
| Date range — up to 31 days | |||
| Date range — up to 365 days | — | ||
| Date range — unlimited | — | — | |
Templates: time_by_project, time_by_task | |||
Templates: time_by_user, user_productivity, team_overview | — | ||
| Group By User | — | ||
| Export: CSV | |||
| Export: PDF | — | ||
| Export: Excel | — | ||
| Export: JSON file | — | — | |
| Export: XML | — | — | |
| Save custom reports | — | ||
| Scheduled reports | — | ||
| Report history | 30 days | 365 days | Unlimited |
Next Steps
- Scheduled Reports → — Set up automated report delivery
- Custom Reports → — More on saving and reusing reports
- Basic Reports → — Daily and weekly summaries
Need Help?
- Email: support@cadensa.io
- Community: community.cadensa.io