Client Reports

Client Reports

Overview

Give your clients transparent visibility into work progress and time investment through the Client Portal.

Access

  • Client Portal → Reports

What clients can view

  • 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.

Totals and permissions

  • Total Hours: Always shown for the selected period.
  • Spent/Billed amounts: Shown only when your team enables visibility for the client.

Practical use

  • 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.