Reporting
Reporting feature of Kimai
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Access to the reporting section has every user with the view_reporting
permission.
Each user can configure a personal default reporting screen (since Kimai 1.14) in their user preferences (default: Weekly view for one user
).
Reports show the rounded data, which is used throughout Kimai (e.g. in invoice and exports as well). In previous versions, this was different.
The following permissions are generally relevant for all reporting views:
view_reporting
- to be able to see the report menuview_other_timesheet
- for choosing usersview_other_reporting
- for seeing reports with other usersview_all_data
- see all user (otherwise team member)
If the current user owns the view_other_timesheet
permission the displayed username will be replaced by a user select box.
The available users to choose from are either all (if the user owns the permission view_all_data
) or all his team member (if he is a team leader).
Plugins can ship their own reports, the following list contains the reports shipped in default installations.
Single user
Weekly view for one user
Displays the working times for a week for one user.
You can change the displayed calendar week and (if the user owns the view_other_timesheet
permissions) the user to display the report for.
- Required permission:
view_reporting
Monthly view for one user
Displays a full month of working times for one user.
You can change the displayed month and (if the user owns the view_other_timesheet
permissions) the user to display the report for.
- Required permission:
view_reporting
Yearly view for one user
Displays a full year of working times for one user.
You can change the displayed year and (if the user owns the view_other_timesheet
permissions) the user to display the report for.
- Required permission:
view_reporting
List of users
Weekly view for all users
Displays a full week of working times for all users (that you have access to, see “Permissions”).
You can change the displayed week.
- Required permission:
view_reporting
andview_other_timesheet
andview_other_reporting
Monthly view for all users
Displays a full month of working times for all users (that you have access to, see “Permissions”).
You can change the displayed month.
- Required permission:
view_reporting
andview_other_timesheet
andview_other_reporting
Yearly view for all users
Displays a full year of working times for all users (that you have access to, see “Permissions”).
This report switches from calendar year to financial year, in case your company has configured a financial year.
You can change the displayed year.
- Required permission:
view_reporting
andview_other_timesheet
andview_other_reporting
Projects
Project overview
Display a reporting of all projects (you have access to) which summed up times and money, budget and time-budget progress bars, links to invoice and export screen.
You can change the customer to filter the project list and decide to include projects without budgets and projects without recorded times.
- Required permission:
view_reporting
andbudget_project
Project details
Shows all kind of reports for the selected project and sums up the times grouped by various characteristics.
- Required permission:
view_reporting
anddetails_project
Monthly report
Display a summary of all projects that are (or were) visible and active for the selected month.
You can change the month which is used to filter the projects.
The displayed values are shown for the selected month:
- monthly budget shows the progressbar of logged time for the selected month
- projects with a regular (full-time) budget show the state for the end of the selected month (so you can see the budget history)
- working hours and revenue are shown for the selected month
-
the billable percentage is calculated from the values of the selected month
- Required permission:
view_reporting
andbudget_project
Inactive projects
Display a reporting of all inactive projects, layout is the same as the Project overview
report.
You can change the date that is used to filter inactive projects (date since last timesheet was recorded).
- Required permission:
view_reporting
andbudget_project
Customers
Projects by month, activity and user
- Required permission:
view_reporting
andcustomer_reporting