Reports: analyze time, billing, and costs

Beebole’s reports turn tracked time, expenses, and planned work into answers about productivity, billing, costs, and budgets. Reports live in the Reports section of the sidebar, organized into folders, and they run on live data — every time you open a report, Beebole fetches the latest numbers.

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Open the Reports section

Click Reports in the sidebar. The Reports menu on the left lists your report folders — click a folder to see the reports inside, or click New folder to add one. Each folder carries two settings that apply to every report inside it:

• A period — the date range the reports cover, chosen with the period selector next to the folder name.
• Filters — conditions added with the Filters button that narrow the data for the whole folder.

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Sample reports in a new account

The first time you open Reports in a new Beebole account, Beebole creates two sample folders with ready-made reports inside: Sample reports are regular reports — open them to see how columns and grouping work, then edit, duplicate, or delete them like any report you create yourself.

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What reports can analyze

A report in Beebole is built on one or more record types: The columns you add to a report determine which record types it fetches — see Custom reports for how columns work. For time records, a report can also narrow its scope to Absences only or Working time only.

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Run a report

Click a report’s name in the folder to open it — Beebole runs it immediately and shows the results. Next to each report name, three buttons toggle how the results display:

• Table — rows and columns, with sorting, subtotals, and a frozen header.
• Chart — one of 11 chart types with configurable axes.
• Matrix — a two-axis grid with a metric per cell and an optional heat map.

You can keep several views open at once. Beebole remembers which views each report uses — like every report setting, the choice is saved automatically. The Custom reports page covers building the output and using the chart and matrix views in detail.

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Periods and filters

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Set the period

The period selector next to the folder name controls the date range for every report in the folder. Choose a target — Current, Previous, Next, Year to date, Last 12 months, or Custom with explicit start and end dates — and, for the first three, a granularity: Day, Week, Bi-week, Semi-month, Month, Quarter, or Year. A single report can override its folder’s period: open the report’s ⋯ action menu and click Period. To drop the override and follow the folder again, click Reset period in the same menu.

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Filter the data

Add filters with the folder’s Filters button, or per report via the ⋯ action menu’s Filter entry. Available filter types: Filters combine, and each condition can include (is) or exclude (is not). Filter and period changes are saved automatically and the open report re-runs.

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The report action menu

Every report has a ⋯ action menu with its management actions: The action menu can also move the report straight into another folder — pick the destination from the move entry’s submenu instead of copying and pasting. For recurring spreadsheet workflows, see Data exports and the Excel add-in and Google Sheets add-on, which refresh saved report data from inside your spreadsheet.

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Email a report on a schedule

Beebole can run a report on a recurring schedule and email the results. On schedule, Beebole runs the report and emails each recipient a link to the results. Every setting in the dialog is saved automatically as you change it.

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Budget Status

When your subscription includes budgets, a Budget Status entry appears at the top of the Reports menu. It shows every project that has a budget as a progress bar: the solid bar is actual consumption, and a striped forecast bar extends it based on the planned effort of tasks linked to the project. Budgets set on subprojects roll up into their parent project’s bar. Controls at the top of the page: Click a project’s bar to open its detail sheet with the numbers behind the bar — consumption, forecast, and remaining amounts. Beebole can also notify you automatically when a budget passes its alert threshold or goes over budget, with a burn-rate forecast of when the budget would run out and a link straight to this report — see the Budgets page for how budget alerts work.

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Planned vs. Real

Next to Budget Status, the Reports menu offers Planned vs. Real — a chart comparing the work you planned with the hours actually logged, period by period. Use it to catch plans drifting from reality early — a Real line running above Planned means the work costs more time than scheduled. Plan the work itself in the Gantt and Staffing views.

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Absence quotas

The Absence quotas entry in the Reports menu gives managers one consolidated view of everyone’s time-off allowances — no more opening profiles one by one. Each row is a person’s allowance for a time off type, with columns for Allowance, Accrued, Carry forward limit, Valid until, Taken, Planned, Pending, Remaining, and Allow negative balance.

• Timeline — Switch to the timeline to see consumption over the allowance’s period instead of totals.
• Drill down — Open a row for the detailed breakdown behind its numbers.
• Columns, Filters, Show archived, Export — Choose the visible columns, narrow by person or tag, include archived people, and download the results.

The report appears when your subscription includes absence quotas and your role can view both quotas and time records. Balances follow the same rules as the allowances themselves — see Time off.

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Reports on your phone

On a phone, the Reports section switches to a layout built for consulting: pick a folder, adjust the period, and read each report as a scrollable sheet. Filters and the period selector work as chips at the top of the screen. Building and reconfiguring report output remains a desktop task — for example, an unconfigured matrix view asks you to open the report on desktop to pick its rows, columns, and metric.

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Related content

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Frequently asked questions