Reporting

Reports you can send to a client

Filter down to exactly what you need to account for, see the revenue behind it, and send it as a PDF or hand it to your bookkeeper as a spreadsheet.

What reporting gives you

Filter on anything

Client, project, person, tag, period, billable or not, invoiced or not. Group by project, client, person or day, and click a group to drill into it.

Money, not just minutes

Every hour carries its rate, so the report shows the amount as well as the time — per client, per project, per person, invoiced and still to invoice.

Excel and PDF

One click. The PDF is laid out to send on, in the language of your client and with the columns you choose. The spreadsheet keeps every row for your bookkeeper.

Statistics

How busy is everyone, really

Reports answer what was done for a client. Statistics answer how the team is doing: per person, per week and per month, against the hours their schedule expects.

  • Utilisation per person, with the billable share
  • Leave credited, taken and planned, per person and per year
  • Sick days, how often, how long, and the longest spell
  • Filter on people, clients, projects and any period, with inactive members included or not

Your name on it

Reports under your own name

On the Enterprise plan the PDF carries your organisation name and web address instead of ours, so the report you send a client looks like it came from you. Because it did.

Invoiced is a moment, not a label

When you mark hours as invoiced, Ergosy records who did it and when, and locks those entries. It is the moment the month becomes final. Everything after that is a new month, not a correction to the last one.

Questions

Frequently asked

Can I send a report straight to a client?
Yes. The PDF is laid out to forward as it is, and the spreadsheet keeps every row for your bookkeeper.
Does a report show money as well as hours?
Yes, wherever an hourly rate is set. Revenue is calculated per entry while you work, so it never has to be reconstructed.
What happens when I mark hours as invoiced?
They are locked with a timestamp and the name of whoever did it, so what you billed cannot quietly change afterwards.
Can I see how busy each person is?
Yes. The statistics page shows utilisation per person per week and month against their work schedule, the billable share, and leave and sick days over the year, in charts you can filter.
Can the PDF carry our own name?
On the Enterprise plan, yes. The report then shows your organisation name and web address instead of ours.

Start tracking time your team will actually keep up

Set up your first project in under five minutes. No card, no sales call, nothing to install.