Reports overview

Reports live under Reports in the left sidebar. Each report has its own filters, and reports can be exported to Excel for further analysis.

What each report shows

Report	What it shows
Time Report	Time totals by employee or client across a period
Time Entries Report	Every individual time entry, with filtering by date, employee, client, client group, service, and job or description search
Billing Report	Billing by client, employee, or service, combining invoices and time logs
Aged Receivables Report	Outstanding invoices by age: current, 30, 60, and 90+ days, grouped by client, employee, or service
Realization Report	Billable versus billed amounts, write-offs, and billing efficiency by job, client, or employee
Revenue Insights	Revenue trends, period-over-period growth, and concentration risk across clients, services, and team members
Capacity Report	Team workload for the coming weeks, including projected recurring jobs, plus logged hours against each member’s weekly capacity

Looking for unbilled time? WIP is not a report; it lives in the left sidebar under Billing, where you can review unbilled time and turn it into invoices.

Who can open each report

• Time Report and Time Entries Report: any team member with report access
• Aged Receivables Report: users who manage billing
• Billing Report, Realization Report, Revenue Insights, and Capacity Report: workspace owners and admins

The Realization Report, Revenue Insights, and Capacity Report are included on the Pro plan. On other plans they appear in the list with an Upgrade link; see pricing for what each plan includes.

Exporting

Reports export to Excel, so you can build your own analysis or share numbers outside Tidyflow. Client, contact, job, invoice, and time log lists have their own Excel exports as well.