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 or exclude. 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: 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: Beebole can also notify you automatically when a budget passes its alert threshold or goes over budget — see the Budgets page for how budget alerts work.

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Related content

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Frequently asked questions