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Intervals has a lot of reports. While the filter options are mostly the same for creating reports, each one has a different approach to querying and visualizing your data. This article provides an overview of each report to help you decide which report is best for your various needs. Before we begin, let’s talk about […]
Video Introduction to Saving and Scheduling Reports This video introduces how to save a report and schedule it for automated delivery. Saving a report allows you to run the report again in the future with a single click, and scheduling the report allows you to deliver a PDF or CSV version of the report to […]
There is not a way to add an expense directly to a task, but there is one option that usually accomplishes the goal. When adding an expense there is a note field. The note field can be used to reference the task. If you need to track the person that the expense is associated with […]
Two minute Intruction to the Intervals Gantt chart If you are new to Gantt Charts (checkout Wikipedia for a history of Gantt charts), a Gantt chart is a visual representation that shows how a project is meant to unfold. Many organizations use “project plan” and “Gantt chart” as synonyms. A Gantt chart is primarily a […]
Intervals allows you organize and run reports on your time in an infinite number of ways. However, this freedom to track time how you want means that there are few constraints. So, how do you make sure your team is tracking their time as instructed? Running a Project Activity report by task is one of […]
Intervals can track time many different ways and tries not to place too many constraints on the time tracking process. So, how do you make sure your team is tracking their time as instructed? The Crosschart Report is one of three different methods we typically recommend to our customers who want to review their team’s […]
We received the following question from an Intervals customer. I would like to see the dashboard summary for all projects for a single calendar year, or across a specified time (Oct – Oct) due to fiscal year planning. This is primarily for me to see that high level of hours allotted, total monies budgeted, total […]
The Project Activity Report is one of the best financial reports when you need to show the financial value of work performed for a date range. The report multiplies the amount of hours tracked per work type by the hourly rate for the work type. This creates a financial summary by work type on the […]
This help article shows how to share the report parameters used to generate a report with other administrators so that they can run the report themselves. If you are trying to find out about scheduling a report and having a PDF emailed with the actual report data, this help article covers report automation. When running […]
By default the time centric reports in Intervals will display time for all active and inactive items. This is done by design so that when you run a report you can trust that all of the data is there without having to remember what was active during the time frame. Time for BOTH active and […]
In the reporting section there is a Gantt and when viewing an individual project in the project section there is a Gantt chart link to view a Gantt chart for that particular project. The Gantt chart helps you visualize your tasks, milestones and projects and includes the ability to drag around elements to reschedule your […]
The Task Snapshot Report can generate many different views into your tasks using the “View by” filter to segment your data, and the “Filter options” section to control which clients, projects, etc, should appear. The “View by” filter controls how the tasks are segmented along the vertical axis. For the horizontal axis, you have the option of selecting start date, […]
Intervals does include 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. Accessing from the Reports menu: Accessing from Project Dashboard: The report can be run for […]
On the task listing itself you can click to sort on the due column in the header to sort the tasks based on due date. If you are wanting to search for tasks that are due within a certain date range, the advanced task search can be used for this. First, click on the Advanced […]
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 […]
There are a couple of options on this front. The task listing itself can be used to filter tasks by a desired status. Click here for an example of what that looks like. This will show the estimated and actual hours for the tasks as well, but there will not be a breakdown of the […]
The Project Landscape Report is probably the most comprehensive high level report. It provides an overview of each project including total time, estimated and actual budgets, and task and milestone counts. It can be filtered by any and all clients and splits each overview into its own tab.. Basics Tab Basic information for each project, […]
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 on […]
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 for […]
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 who quickly wanted to see how billable time and internal time were related. In addition to the standard filters, this report has an option to view by a time […]