Running Reports
By Thomas Cannon
December 20, 2021
0:00 / 4:09
Introduction
Cannon00:00

Hey there, this is Cannon and I'm going to show you a few things about running reports in Noko. Just like logging time. You can run a report from anywhere in Noko by clicking the green "Run Report" tab on top of any screen.

Picking the report dates
Cannon00:14

Once the tab is open, you can pick your top level filters and run the report. Today, I need to put together a quarterly report for our latest production. I can use the handy presets at the top of the tab to pick last quarter, but I could also pick my own dates if I need to. Now I can click the blue "Run It" arrow and voila!

Filtering a report
Cannon00:37

You can see the total time logged in the graphs below, including per project and hashtag breakdowns as well as billable versus unbillable time. Scroll down a little bit further and you can see all the time entries logged for this quarter. By default, Noko shows you everything logged for a time period. This is a great jumping off point, but I want to filter it a bit more.

On the Projects pie chart, I can click the green report links to filter the report, to show all the time logged for that project in this quarter. And you can see that the pie chart changed to show who logged time for this project.

However, I know that our production time is actually logged in three separate projects: "Pre Production", "Production", and "Post Production".

I can always click the back arrow in my browser to go back to my quarterly report. But I'm actually going to scroll to the top of the page to add the other projects to my report. You can see that I'm still running a report for the last quarter and that the production project has been automatically added. I'll click on the Projects, field and type in "Production". Then use my arrow keys to pick the other production projects. Once I click the blue "Run It" button, I've got a report for all three production projects.

Grouping and Subtotaling Reports
Cannon01:53

In addition to the top-level filters, Noko allows you to group a report and filter it down even further.

You have your entry type filters, which are great for focusing on time that hasn't been approved or invoiced yet, or for checking in on a contractor's work.

Below the report graphs, you have grouping options for the report's entries.

By default, Noko shows a full report, which includes: who logged each entry, the full description, the project the entry was logged for, and the date and hours for the entry.

The production report I'm putting together doesn't need to be that granular, since I'm sharing it with a client.

In this case, I'm going to total the entries by month and not subtotal by each person. Now I've got a report that shows the time logged for each project per month, separated by their billable status. It's ready to share with the rest of the team!

Sharing a Report
Cannon02:49

You can easily share a report internally with the rest of your team using the report's URL.

Or click any of the download buttons to get a version of the report as a PDF, Excel, and so on, and share that.

You can also easily print a report: just press Control+P if you're on Windows or Command+P if you're on a Mac; and print directly from your browser, no need to download a PDF.

For complex reports. You can also click the pink "Save" button at the top of the report and Noko will have it ready for you whenever you click on the "Reports" in the left sidebar.

When you need to share a report externally, you can click the pink "Share" button. You can preview the report or stop sharing it at any time.

Since I grouped the entries to not include each person's total, the client won't be able to see who logged the time. They won't be able to make any changes, and they can download PDF and Excel copies of the report, so they don't have to bug you for them!

Now that I know the report only has the data I want to show to the client. I can copy the share link and send it to them.