Filtering

The filter bar at the top of the Reports page lets you narrow down every section — stat cards, charts, breakdowns, and the records list all respond to the same filters.

Available filters

| Filter | Description | Availability | |--------|-------------|--------------| | Date range | Start and end date for the report period | Always | | Team | Scope to a single team (auto-selects that team's members and projects) | Owners of team workspaces with teams | | Members | Select one or more workspace members | Owners of team workspaces with 2+ members | | Clients | Select one or more clients (auto-selects that client's projects) | When clients exist | | Projects | Select one or more projects | Always | | Tags | Select one or more tags | Always | | Billable | All, Billable only, or Non-billable only | Always |

Using filters

1. Click a filter pill to open its dropdown.
2. Search or scroll to find the items you want.
3. Check one or more items (or select a single option for Billable and Team).
4. Click outside the dropdown to close it. The report updates immediately.

Tip

Selecting a team automatically pre-selects that team's members and projects. Selecting a client automatically pre-selects that client's projects. You can then further narrow down within those selections.

Clearing filters

When any filter is active, a small X button appears to the right of the filter pills. Click it to reset all filters at once, keeping only the current date range.

How filters interact

All filters are combined with AND logic:

• Selecting projects A and B shows entries belonging to either A or B.
• Adding a "Billable" filter further restricts to only billable (or non-billable) entries within those projects.
• Adding a tag filter further restricts to entries that have at least one of the selected tags.

The stat cards, charts, breakdowns, and records list all reflect the combined filter state.