Generating Reports
Create and export detailed reports
Overview
This guide walks you through generating reports in SimplyManage. Learn how to configure filters, customize output, and export data for analysis.
Accessing Reports
- Navigate to Reports in the sidebar
- Select the type of report you want to generate
- Configure filters and options
- View or export the report
Info
Report access depends on your role. Users see only their own data, Managers see their team's data, and Admins see all organization data.
Generating a Time Report
- Go to Reports → Time Report
- Select the date range:
- Today, Yesterday, This Week, Last Week
- This Month, Last Month
- Custom date range
- Apply additional filters:
- Project - Specific projects
- Team Member - Specific people
- Client - Specific clients
- Billable - Billable, non-billable, or all
- Choose grouping:
- By Day
- By Week
- By Project
- By Team Member
- Click Generate Report
Generating a Member Report
- Go to Reports → Member Report
- Select team members to include
- Select date range
- Choose metrics to display:
- Total hours
- Billable hours
- Utilization percentage
- Project breakdown
- Click Generate Report
Generating a Project Report
- Go to Reports → Project Report
- Select projects to include
- Select date range
- Choose metrics:
- Hours by team member
- Budget status
- Task breakdown
- Cost analysis
- Click Generate Report
Customizing Reports
Choosing Columns
Select which columns to include in the report:
- Date and time
- Project and task names
- Team member
- Duration
- Description
- Billable amount
- Client
Sorting Data
Sort results by clicking column headers:
- Date (newest first / oldest first)
- Duration (highest / lowest)
- Project (alphabetical)
- Team member (alphabetical)
Exporting Reports
PDF Export
- Generate your report with desired filters
- Click Export → PDF
- Choose page layout (portrait/landscape)
- Include or exclude charts
- Download the PDF
CSV Export
- Generate your report
- Click Export → CSV
- Open in Excel, Google Sheets, or other spreadsheet software
Data Analysis
Export to CSV for advanced analysis in Excel or for importing into other business intelligence tools.
Saving Report Configurations
Save frequently used filter combinations:
- Configure your report filters
- Click Save Configuration
- Enter a name for this configuration
- Access saved configurations from the dropdown
Sharing Reports
Share reports with stakeholders:
- Export and email - Download and send manually
- Schedule delivery - Automatic email on schedule
- Share link - Generate a view-only link (Admin)
Common Report Scenarios
Weekly Timesheet Summary
- Filter: Last Week
- Group by: Team Member
- Include: Total hours, billable hours, project breakdown
Client Billing Report
- Filter: This Month, specific client
- Group by: Project
- Include: Billable hours, rates, total amount
Project Status Report
- Filter: Specific project, all time
- Group by: Task
- Include: Budget progress, hours by team member