Running a report for a date range
The reports page covers everything to date, so use the built-in periods or export to CSV for any other range.
What the reports page covers
The Reports page has no date picker. It covers every job on the account, and each job across its whole life, from the first hour logged to the last receipt. For job costing that is usually what you want, because a job that runs from March to July does not have a useful March-only margin.
If you are after a calendar period rather than a job total, the built-in period filters below or a CSV export will get you there. There is no way to set a custom start and end date on the reports screen itself.
The periods already built in
- Timesheets: All, Pending, and This week filter chips
- Receipts: All, Needs job, and This month filter chips
- Payroll: a This week and All unpaid toggle in the top bar
- Dashboard: hours this week, and materials spend this month
These are enough for the weekly rhythm most contractors run on. Check hours on Monday, check receipts at month end, and run payroll off This week.
How the week is counted
This week runs from Monday through today. A shift on the Sunday before belongs to the previous week and will not appear, which matters if your crew worked the weekend.
This month means the current calendar month, matched on the receipt date where there is one. A receipt dated the 31st of last month does not show under This month, even if it was captured on the 1st.
For any other range, export
- Click Settings in the sidebar, then open Export Data.
- Click Export CSV next to Timesheets or Receipts.
- Open the file in Excel, Numbers, or Google Sheets.
- Sort or filter on the date column to the range you need.
The export is not date-limited, so you get everything and cut it down in the spreadsheet. For a quarter, a tax year, or a single week that has already passed, this is the reliable route.