Table of Contents
Overview #
Give your clients transparent visibility into work progress and time investment through the Client Portal.
Access #
- Client Portal → Reports
- Date range: Pick any start and end dates.
- Group by: Project, Date, or Member to see where time was spent.
- Filters: Limited to the client’s own projects and participating team members.
- Chart: Stacked bar chart over the selected period to spot trends.
- Details table: Expand rows to see daily and per‑member breakdowns with total time.
- Total Hours: Always shown for the selected period.
- Spent/Billed amounts: Shown only when your team enables visibility for the client.
- Review weekly or monthly progress by grouping by Date.
- See who contributed by grouping by Member.
- Focus on a specific project by applying the Project filter.
