Articles

An Overview of Every Intervals Report

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 […]

Saving and scheduling reports for automated delivery

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 […]

Is there a way to add an expense to a task?

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 […]

Does Intervals include a Gantt chart?

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 […]

Using the Project Activity report to review and edit time

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 […]

Using the Crosschart report to review time

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 […]

How do I share a saved report with other administrators?

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 […]

Gantt chart tips & tricks

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 […]

How do I use the Task Snapshot Report?

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, […]

Is there an expenses report?

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 […]

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. 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 […]

How do I use the Project Landscape report?

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, […]

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 on […]

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 for […]

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 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 […]

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