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Basic Reports

Overview

Basic reports provide essential insights into your tracked time across all CADENSA tiers. Whether you're a freelancer on the FREE plan or a large team on ENTERPRISE, these reports help you understand where your time goes and how to optimize productivity.

Available in all tiers:

  • FREE
  • PRO
  • ENTERPRISE
Quick Access

Navigate to Reports in the sidebar to access all available reports.


Report Types

1. Daily Summary

Purpose: View time tracked for a specific day.

Access: Reports → Daily Summary

Default view: Today's date

What it shows:

📊 Daily Summary - January 25, 2026 (Saturday)

Total Time: 6h 45m
Billable: 5h 30m (81.5%)
Non-billable: 1h 15m (18.5%)

Projects:
┌────────────────────────────────────────┐
│ Project Duration Billable │
├────────────────────────────────────────┤
│ Website Redesign 4h 30m €225.00 │
│ Marketing 1h 00m €50.00 │
│ Internal 1h 15m - │
└────────────────────────────────────────┘

Tasks:
┌────────────────────────────────────────┐
│ Task Duration │
├────────────────────────────────────────┤
│ Frontend Dev 3h 00m │
│ Bug Fixes 1h 30m │
│ Client Call 1h 00m │
│ Team Meeting 1h 15m │
└────────────────────────────────────────┘

Time Entries: 4 entries

Features:

  • 📅 Date picker (select any date)
  • Project breakdown
  • Task breakdown
  • Billable vs non-billable
  • Timeline view (hourly breakdown)

Use cases:

  • Daily progress tracking
  • End-of-day review
  • Time card verification

2. Weekly Summary

Purpose: View weekly time tracking overview.

Access: Reports → Weekly Summary

Default view: Current week (Monday - Sunday)

What it shows:

📊 Weekly Summary - Week 4, 2026 (Jan 20 - Jan 26)

Total Time: 42h 30m
Avg per Day: 8h 30m
Billable: 35h 00m (82.4%)
Non-billable: 7h 30m (17.6%)

Daily Breakdown:
┌────────────────────────────────────────┐
│ Day Total Billable Non-bill │
├────────────────────────────────────────┤
│ Mon 1/20 8h 30m 7h 00m 1h 30m │
│ Tue 1/21 9h 00m 8h 00m 1h 00m │
│ Wed 1/22 8h 00m 6h 30m 1h 30m │
│ Thu 1/23 7h 30m 6h 00m 1h 30m │
│ Fri 1/24 9h 30m 7h 30m 2h 00m │
│ Sat 1/25 0h 00m 0h 00m 0h 00m │
│ Sun 1/26 0h 00m 0h 00m 0h 00m │
├────────────────────────────────────────┤
│ Total 42h 30m 35h 00m 7h 30m │
└────────────────────────────────────────┘

Top Projects:
1. Website Redesign: 22h 30m (52.9%)
2. Marketing: 12h 00m (28.2%)
3. Internal: 8h 00m (18.8%)

Total Earnings: €1,750.00

Features:

  • 📅 Week selector (prev/next week)
  • Daily comparison chart
  • Trend visualization
  • Earnings summary

Use cases:

  • Weekly review
  • Invoicing preparation
  • Work-life balance check

3. Monthly Summary

Purpose: High-level overview of monthly activity.

Access: Reports → Monthly Summary

Default view: Current month

What it shows:

📊 Monthly Summary - January 2026

Total Time: 168h 45m
Working Days: 20
Avg per Day: 8h 26m
Billable: 142h 30m (84.4%)
Non-billable: 26h 15m (15.6%)

Weekly Breakdown:
┌────────────────────────────────────────┐
│ Week Total Billable Earnings │
├────────────────────────────────────────┤
│ Week 1 40h 15m 34h 00m €1,700.00 │
│ Week 2 42h 30m 36h 30m €1,825.00 │
│ Week 3 44h 00m 38h 00m €1,900.00 │
│ Week 4 42h 00m 34h 00m €1,700.00 │
├────────────────────────────────────────┤
│ Total 168h 45m 142h 30m €7,125.00 │
└────────────────────────────────────────┘

Project Summary:
┌────────────────────────────────────────┐
│ Project Hours % of Total │
├────────────────────────────────────────┤
│ Website Redesign 92h 30m 54.8% │
│ Marketing 45h 15m 26.8% │
│ Internal 31h 00m 18.4% │
└────────────────────────────────────────┘

Productivity Insights:
Most Productive Day: Tuesday (avg 9h 15m)
⏰ Peak Hours: 9 AM - 12 PM (38% of work)
Billable Ratio: 84.4% (↑2.1% from last month)

Features:

  • 📅 Month selector
  • Weekly trends
  • Month-over-month comparison (PRO+)
  • 💡 Productivity insights

Use cases:

  • Monthly invoicing
  • Performance review
  • Client reporting

4. Project Time Report

Purpose: Detailed time breakdown by project.

Access: Reports → Project Time

What it shows:

📊 Project Time Report

Filter: All Projects | This Month

┌────────────────────────────────────────────────────┐
│ Website Redesign │
├────────────────────────────────────────────────────┤
│ Total Time: 92h 30m │
│ Billable: 85h 00m (91.9%) │
│ Earnings: €4,250.00 │
│ │
│ By Task: │
│ Frontend Development 45h 30m €2,275.00 │
│ Backend Development 28h 00m €1,400.00 │
│ Design 12h 00m €600.00 │
│ Bug Fixes 7h 00m €350.00 │
│ │
│ By Team Member: │
│ John Doe 52h 30m €2,625.00 │
│ Sarah Johnson 28h 00m €1,400.00 │
│ Mike Chen 12h 00m €600.00 │
└────────────────────────────────────────────────────┘

┌────────────────────────────────────────────────────┐
│ Marketing Campaign │
├────────────────────────────────────────────────────┤
│ Total Time: 45h 15m │
│ Billable: 40h 00m (88.4%) │
│ Earnings: €2,000.00 │
│ │
│ By Task: │
│ Content Writing 20h 00m €1,000.00 │
│ Social Media 15h 00m €750.00 │
│ Analytics 10h 15m €512.50 │
└────────────────────────────────────────────────────┘

Features:

  • 🔍 Filter by project
  • 📅 Date range selector
  • Team member breakdown (if multiple members)
  • Task breakdown
  • Earnings calculation

Use cases:

  • Project budgeting
  • Client invoicing
  • Task allocation review

5. User Activity Report

Purpose: Time tracked per team member.

Access: Reports → User Activity

Permissions:

  • Owner, Manager: View all users
  • Member: View own activity only
  • Viewer: Read-only access

What it shows:

📊 User Activity Report - This Month

┌────────────────────────────────────────────────────┐
│ John Doe │
├────────────────────────────────────────────────────┤
│ Total Time: 168h 45m │
│ Billable: 142h 30m (84.4%) │
│ Earnings: €7,125.00 │
│ │
│ Projects: │
│ Website Redesign 92h 30m 54.8% │
│ Marketing 45h 15m 26.8% │
│ Internal 31h 00m 18.4% │
│ │
│ Activity: │
│ Avg Hours/Day: 8h 26m │
│ Working Days: 20 days │
│ Time Entries: 87 entries │
│ Avg Entry Duration: 1h 56m │
└────────────────────────────────────────────────────┘

┌────────────────────────────────────────────────────┐
│ Sarah Johnson │
├────────────────────────────────────────────────────┤
│ Total Time: 152h 30m │
│ Billable: 135h 00m (88.5%) │
│ Earnings: €6,750.00 │
│ ... │
└────────────────────────────────────────────────────┘

Use cases:

  • Team performance review
  • Workload balancing
  • Payroll preparation
  • Individual productivity tracking

Report Filters

Common Filters

All basic reports support these filters:

Date Range

  • Today
  • Yesterday
  • This Week
  • Last Week
  • This Month
  • Last Month
  • Custom Range (select start and end dates)

Project

  • All Projects (default)
  • Specific project
  • Multiple projects (multi-select, PRO+)

Billable Status

  • All (default)
  • Billable Only
  • Non-billable Only

User (Manager+ only)

  • All Users (default)
  • Specific user
  • Multiple users (multi-select, PRO+)

Task (PRO+)

  • All Tasks (default)
  • Specific task
  • Without task (unassigned entries)

Example Filter Usage:

Date Range: Last Month (Dec 2025)
Project: Website Redesign
Billable: Billable Only
User: John Doe

Result: Shows only John's billable hours on Website
Redesign project during December 2025.

Export Options

Export Formats

FREE Tier:

  • CSV (Comma-separated values)

PRO Tier:

  • CSV
  • PDF
  • Excel (.xlsx)

ENTERPRISE Tier:

  • CSV
  • PDF
  • Excel (.xlsx)
  • JSON
  • XML

How to Export

  1. Generate report with desired filters
  2. Click "Export" button
  3. Select format (CSV/PDF/Excel)
  4. Click "Download"

PDF Export Example:

┌────────────────────────────────────────┐
│ CADENSA │
│ Weekly Summary Report │
├────────────────────────────────────────┤
│ Period: Jan 20 - Jan 26, 2026 │
│ Workspace: Freelance Work │
│ Generated: Jan 27, 2026 09:30 │
│ │
│ Total Time: 42h 30m │
│ Billable: 35h 00m (82.4%) │
│ Total Earnings: €1,750.00 │
│ │
│ [Detailed breakdown table...] │
│ │
│ Footer: Page 1 of 2 │
└────────────────────────────────────────┘

CSV Export Example:

Date,Project,Task,Duration,Billable,Rate,Amount,Description
2026-01-20,Website Redesign,Frontend,4.5,true,50.00,225.00,"Implemented header"
2026-01-20,Website Redesign,Bug Fixes,2.0,true,50.00,100.00,"Fixed #123"
2026-01-21,Marketing,Content,3.0,true,50.00,150.00,"Blog post"
...

Excel Export Features (PRO+):

  • Multiple sheets (Summary, Details, Charts)
  • Formatted tables
  • Pivot tables
  • Charts and graphs

Report History

Accessing Past Reports

FREE Tier:

  • 30 days of report history
  • Generated reports auto-deleted after 30 days

PRO Tier:

  • 365 days (1 year) of report history
  • Download reports for offline storage

ENTERPRISE Tier:

  • Unlimited report history
  • Archive and compliance features

Where to find: Reports → Report History

History view:

📋 Report History

┌────────────────────────────────────────┐
│ Report Type Generated Format │
├────────────────────────────────────────┤
│ Weekly Summary Jan 27, 09:30 PDF │
│ Monthly Summary Jan 1, 10:00 Excel │
│ Project Time Dec 31, 15:45 CSV │
│ User Activity Dec 30, 11:20 PDF │
│ ... │
└────────────────────────────────────────┘

Actions:
- Re-download
- Delete
- Schedule (PRO+)

Chart Visualizations

Available Charts

Bar Chart - Project Time Distribution

Website Redesign ████████████████████ 92.5h
Marketing ██████████ 45.2h
Internal ██████ 31.0h

Pie Chart - Billable vs Non-billable

●●●●●●●●
●● ●●
● ●
● 84.4% ●
● Billable ●
● ●
●● 15.6% ●●
●● Non ●●

Line Chart - Daily Hours Trend

10h │ ●
│ ● ●
8h │ ● ●
│ ●
6h │ ●

4h │
└─────────────────────────
Mon Tue Wed Thu Fri

Stacked Bar Chart - Weekly Billable/Non-billable


50h │ ██
│ ████ ██
40h │ ████ ████
│ ████ ████ ██
30h │ ████ ████████
│ ████ ████████
20h │ ████ ████████ ██
│ ████ ████████████
10h │ ████ ████████████
│ ████ ████████████
0h └───────────────────
Week1 Week2 Week3 Week4

▓▓ Billable ░░ Non-billable

Report Sharing

Share Report (PRO+)

Share via link:

  1. Generate report
  2. Click "Share" button
  3. Select sharing options:
  • Public link (anyone with link)
  • Password protected
  • Expiration date
  1. Copy link
  2. Share with stakeholders

Share via email:

  1. Generate report
  2. Click "Email Report"
  3. Enter recipient emails
  4. Add message (optional)
  5. Select format (PDF recommended)
  6. Click "Send"

Permissions:

  • Owner, Manager: Can share any report
  • Member: Can share own reports only
  • Viewer: Cannot share

Best Practices

Do's

  • Review daily - End-of-day check for accuracy
  • Use filters - Narrow down to specific insights
  • Export regularly - Backup important reports
  • Compare periods - Week-over-week, month-over-month
  • Share with clients - Transparent billing (PRO+)
  • Archive reports - Keep for taxes/compliance
  • Set reminders - Weekly report review

Don'ts

  • Don't ignore trends - Spot productivity issues early
  • Don't delay invoicing - Generate reports weekly
  • Don't forget export - Reports may expire (FREE: 30 days)
  • Don't share sensitive data - Use password protection
  • Don't skip verification - Double-check before billing

Use Case Examples

Freelancer Use Case

Goal: Generate monthly invoice for client.

Steps:

  1. Navigate to Reports → Monthly Summary
  2. Filter: Project = "Client Project X"
  3. Date Range: Last Month
  4. Review total billable hours and amount
  5. Export to PDF
  6. Attach to invoice email

Result: Professional time breakdown for client billing.


Agency Use Case

Goal: Review team productivity weekly.

Steps:

  1. Navigate to Reports → Weekly Summary
  2. Filter: All Projects
  3. Review daily breakdown
  4. Check User Activity for each team member
  5. Identify workload imbalances
  6. Export to Excel for management review

Result: Data-driven team management.


Enterprise Use Case

Goal: Compliance reporting for accounting.

Steps:

  1. Navigate to Reports → Monthly Summary
  2. Date Range: Last Quarter (Oct-Dec 2025)
  3. Export to Excel (multiple sheets)
  4. User Activity → Export all users
  5. Project Time → Export all projects
  6. Archive reports for 7 years (compliance)

Result: Complete audit trail for financial reporting.


Troubleshooting

Report shows no data

Problem: Report is blank or says "No data available".

Causes:

  • No time entries in selected period
  • Filters too restrictive
  • Wrong date range

Solutions:

  1. Verify time entries exist (check Time Entries page)
  2. Clear filters (reset to defaults)
  3. Expand date range
  4. Check project/user filters

Export not downloading

Problem: Click "Export" but file doesn't download.

Causes:

  • Browser blocking downloads
  • Large report (timeout)
  • Format not supported in tier (FREE: CSV only)

Solutions:

  1. Allow downloads in browser settings
  2. Reduce date range for smaller report
  3. Check tier limits (upgrade if needed)
  4. Try different format (CSV vs PDF)

Charts not displaying

Problem: Report shows data but charts missing.

Causes:

  • JavaScript disabled
  • Browser compatibility
  • Ad blocker interference

Solutions:

  1. Enable JavaScript in browser
  2. Update to modern browser (Chrome, Firefox, Edge)
  3. Disable ad blockers for CADENSA domain
  4. Clear browser cache

Next Steps


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