Articles

How do I use the Task Snapshot Report?

The task snapshot report can generate many different views into your tasks  — using the View By section to segment your data, and the Filter section to control which clients, projects, etc, should appear. The View By option controls how the tasks are segmented along the vertical axis. For the horizontal axis, you have the option of selecting start date, […]

Is there an expenses report?

The Intervals web-based project management tool includes an expenses report. It is available in the reporting section and via the links on the project dashboard. The report can be exported to a spreadsheet program, emailed or exported to PDF like most of the reports. Here is what the output of our online expense reporting looks like. […]

Can I add a cost rate per person and per client?

The intent with Intervals is to track the client facing total as opposed to an internal cost total and Intervals is light on accounting functionality in general. There is not a way to enter a cost rate and a client facing rate at this time. Data can be exported and the rates modified to apply […]

Can I run a report that shows hours by task status?

There are a couple of options on this front. The task listing itself can be used to filter tasks by a desired status. This will show the estimated and actual hours for the tasks as well but there will not be a breakdown of the hours or the financial value of the hours. If you […]

How do I use the Project Landscape report?

The Project Landscape Report is the most hi level report in Intervals. This report can be run on one or all clients and contains different tabs showing different detailed information. In some cases, the total amount is linked to the relevant report that generated that number. For example, amounts in the Budget & Invoices tab […]

How does Outstanding Balances work?

In Intervals the definition of an outstanding balance is having done more work (billable hourly work plus any project fees) than you have been paid for.   It is a basic calculation that looks at the total amount of billable work compared to the total amount of payments for the project: The same information is available […]

How do I use the Crosschart?

The Crosschart report enables you to customize the x and y axis and it is a good report to retrieve hi level information. The default is person for the x-axis and project for the y-axis but the combinations that can be generated are plenty. If you are a fan of cross tabbing this report is […]

How do I use the Break It Down report?

The Break It Down report shows billable vs. un-billable hours with the standard report filtering on the left. This report was a popular request from customers using our project and task management software who quickly wanted to see how billable time and internal time were related. In addition to the standard filters this report has […]

How do I use the Summary report?

The Summary report resembles a time sheet. If you are hoping to have the formatting look like the time sheet itself the summary report may be a good candidate since it contains almost identical information to the time sheet.  This is helpful if you need to pass data from Intervals into an external system (payroll, accounting, […]

How do I use the Periscope Report?

The Periscope report is a data visualization tool that displays tasks in a similar fashion to a Gantt chart. There are no dependencies, but this is due to Intervals being built around Agile project management philosophies where tasks are more free form in nature and milestones are utilized heavily.  The Periscope report is great at visualizing a project […]

How do I use the Project Activity Report?

Intervals software task management features include advanced reporting. The project activity report is one of the most detailed reports available and because of this, it is popular for cases where you need to show accountability to your clients. Two extra options appear in this report. The first is an option for billable/un-billable time. By default, […]

How do I use the Trends report?

The trends report is a useful tool for project management time tracking. It is great for rendering seasonality, especially if you bill for your time. Here are some questions which this tracking and trending report helps you answer: How many billable hours do we have per week? What is our average billable hours per week? Are […]

How do I use the Mr. Pie Chart report?

The Mr. Pie Chart report allows you to slice and dice the data in many different ways. You first start by selecting a “View by” option. This section is actually present in most of the reports available when using the Intervals project management tool online. This pie chart report is a great tool for high […]

Can I share a saved report with my team?

To share a report, first run the report and then click on the email icon in the upper right corner of the page to use the “Email this page” functions: When you email a page, or any report, the contents of the email are the body of the page, excluding the left column and header navigation. […]

How do I export into a third party payroll system?

With Intervals all data can be exported in CSV format.  If you need to pass data to a payroll system we recommend running a report and exporting the data to CSV. The Summary report is the best candidate because the formatting is very similar to a time sheet. Additionally, you can filter the report by date, […]

What is the best report to show estimated vs. actual hours?

There are three items on this front that might be worth a look.  One item is navigating into a project, then selecting “estimated vs. actual” in the left hand column.  There is an option to toggle the estimated vs. actual by task.  For example: Another option is the task listing itself.  A filter can be […]

How do I save a report?

To save a report template, first generate the report by clicking filter and then scroll to the bottom of it. Click on the save report link and give it a name. Now this report can be generated at any time by clicking on the saved item in the left column of the report. This way […]

Do you have Gantt charts?

No. But there is a report, called the Periscope report, a Gantt chart alternative, that produces a similar visual chart. Projects, milestones and tasks can be viewed in the report, giving project managers a detailed timeline. The Periscope report is useful for scheduling new projects and getting a clearer picture of progress on current projects. In […]

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