Reports have no Save button. Every change — columns, filters, period, chart and matrix settings — is saved automatically and applied the next time the report runs.
Create a report
Choose a dimension
Select the type of record you want to analyze. Your choice determines the available columns and filters. See Report dimensions below.
Add grouping
Choose how to group your data — by project, person, tag, or time period. You can add multiple grouping levels for multi-dimensional analysis.
Select columns
Pick the data fields you want to display. Available columns depend on your chosen dimension and include time, financial, budget, and metadata fields.
Apply filters
Narrow the report to specific people, projects, tags, date ranges, or custom field values. See Filtering your report below.
Add the report
Click the Add a report button next to the folder name. Beebole creates a report named New report, opens it, and puts the name into edit mode — type a descriptive name.
Add output columns
A report’s definition is a row of column badges above the results. Click Add a column… to open the column menu, which is organized into two groups.Time and amounts
These columns carry the numbers. Each column type offers a choice of fields:| Column | Fields |
|---|---|
| Time | Hours, Billing, Hourly billing, Daily billing, Cost, Hourly cost, Daily cost, Margin, Margin %, Markup %, Days, Overtime (daily), Overtime (period), Overtime balance, Business hours, Business hours remaining, Billable hours, Billable %, Billing ratio, Comment, ID |
| Expense | Amount, Quantity, Expense billing |
| Task | Planned — the planned effort of tasks |
| Time & Expenses | Billing total, Cost total, Profit total — cross-record totals combining time and expenses |
| Period | Date, Week, Month, Quarter, Year — splits results into time buckets |
Billing, cost, and profit fields show data once billing rates and cost rates are configured, and require a subscription that includes those features.
Entities
These columns define what each row represents:- One entry per project category and task category, named after the category (for example, Clients). For these hierarchical columns you also pick a level: Root, a named level, or All levels.
- Person — with fields such as Name, ID, Email, Description, Role, and Managed by.
- Entity with time — the project, task, or absence type a time entry was logged on, with Full path or Name.
- Absence type and Expense type.
Arrange and refine columns
- Reorder columns by dragging their badges — order determines grouping.
- Click a badge to change its field, level, or category, or to Remove it.
- Subtotal — toggle subtotal rows for a grouping column; groups can collapse and expand in the table.
- Hide empty values — hide rows where the column is empty.
- Selecting a currency-based field adds a currency picker that applies to the whole report.
Filter and scope the data
Filters and periods work the same on every report and are covered on the Reports page: set a date range per folder or per report, and filter by people, projects, tasks, tags, work location, or owner and status for tasks. One scope is specific to time data: a report over time records can cover working time and absences together, or narrow to Absences only or Working time only — shown as a chip above the results that you can clear at any time.Chart view
Click Chart next to the report name to display results as a chart. Table and Chart can be open at the same time — the chart appears above the table.Switching chart type
Click the chart type picker to choose from 11 chart types:| Chart type | Best for |
|---|---|
| Bar | Comparing values across categories |
| Line | Trends over time |
| Pie | Showing proportions of a whole |
| Area | Volume trends over time |
| Stacked bar | Comparing totals and part-to-whole across categories |
| Stacked area | Cumulative volume trends with multiple series |
| Horizontal | Bar chart with horizontal orientation — useful for long labels |
| Scatter | Correlations between two numeric columns |
| Radar | Multi-axis comparisons across categories |
| Treemap | Hierarchical proportions using nested rectangles |
| Waterfall | Incremental increases and decreases in a running total |
Configuring chart axes
Once you select a chart type, use the axis controls to map your data:- Label axis — Choose the column that supplies the category labels (e.g., project name, person, time period).
- Value axis — Select one or more numeric columns to plot (e.g., hours, billing amount).
- Group by — Add a second label column to split each bar or line into separate series.
- Swap axes — Click the swap icon to exchange the label axis and group-by column.
Adjusting chart height
Drag the resize handle at the bottom of the chart area to make the chart taller or shorter. The height is saved with the report so it is restored the next time you open it.Matrix view
Click Matrix next to the report name to pivot the results into a grid: one dimension on each axis and a metric in every cell, with row, column, and grand totals. The controls above the grid configure it:- Rows — the dimension down the side. Click the picker to choose, and use the second picker to add an optional second row dimension (the arrows button swaps the two, and × clears the second one).
- Columns — the dimension across the top.
- Metric — the number shown in each cell, derived from the report’s numeric columns: hours, billing, cost, margin, planned effort, expense amounts, totals, and more.
- Heat map — shades each cell by its value, so the largest numbers stand out at a glance.
- The swap button (Swap rows and columns) flips the two axes in one click.
Save the report
Click Save and give your report a descriptive name (e.g., “Monthly billing by project” or “Q1 team utilization”).
Organize reports in folders
Folders group related reports in the Reports menu, and each folder’s period and filters apply to every report inside — see Reports for those settings.- Click New folder at the bottom of the Reports menu to add a folder.
- Each folder’s ⋯ action menu offers Duplicate, Rename, Filter, Share, and Delete.
- To copy a report into another folder, open the report’s ⋯ action menu, click Copy, then click Paste in the target folder’s menu. Duplicate copies a report within its own folder.
Related content
Reports
Folders, periods, filters, scheduled email delivery, and the Budget Status report.
Billing Rates
Configure billing rates so billing and margin columns show data.
Cost Rates
Configure cost rates so cost and profit columns show data.
Custom Fields
Define custom fields and use them as report columns.
Frequently asked questions
Do I need to save my report?
Do I need to save my report?
No. Beebole saves every report change automatically — columns, filters, period, chart type, and matrix settings. There is no Save button; when you reopen a report, it runs with your latest configuration on current data.
Can other people see my reports?
Can other people see my reports?
Report folders in Beebole have an owner, and both reports and folders carry a Share action in their ⋯ menus for giving teammates access. Whoever opens a report, the results only include the projects and people that person’s role allows.
How many grouping levels can I use?
How many grouping levels can I use?
You can add multiple grouping columns — for example a tag, then a project, then a month column — and Beebole nests the rows in that order, with optional subtotals per level. There is no hard limit, but reports with many levels become harder to read.
Do custom fields appear in reports automatically?
Do custom fields appear in reports automatically?
Yes. Any custom field visible on people, projects, or tasks is available as a field when you add a column for that entity — no extra setup needed in the report itself.
Is the chart or matrix saved with the report?
Is the chart or matrix saved with the report?
Yes. Beebole stores which views are open, the chart type, axis settings, and height, and the matrix rows, columns, metric, and heat-map choice with each report — everything is restored the next time you open it.