Hours report for invoicing: the Dashboard Excel

The Hours report puts the time records of a period into one Excel file, with the person, client, service type and rate, so you can prepare invoicing.

Who sees it

Owner and Technical administration permissions: the hours of the whole team.
Supervisor: only their own hours and those of the people they supervise (their direct reports).
Member (without technical permissions): does not get the button.

Your account must use Tasks and time tracking.

How to download it

In the Dashboard, click Hours report.
Choose From and To (both included, 366 days at most). The Previous month and Current month buttons fill in the dates for you.
If your account has the Invoiced checkbox on tasks, the Invoicing dropdown appears (see below).
Click Generate Excel: an .xlsx file downloads.

You cannot start a second report while one is being generated, and reports are rate limited. If you are told so, wait a minute and try again.

What the Excel contains

Hours: one row per time record, with date, person, profile, client, service type (or project and project type, if you do not use the task catalogue), whether the task is recurring, description, hours, Billable, Invoiced, hourly rate and task. A total of hours closes the sheet.
By client, By person and, without a catalogue, By project and By project type: summaries with total, billable and invoiced hours.
Notices: how many records are included, what was left out and why, the missing data and the rules applied.

Anything your account does not have configured (profiles with a rate, Companies, the "Recurring" checkbox…) simply does not appear: the report never leaves empty columns.

Billable and Invoiced

Billable: "Yes" if the task is not recurring or if its Billable checkbox is ticked. It is what can be invoiced.
Invoiced: "Yes" if the task has the Invoiced checkbox ticked; "No" if it does not; blank if the time record does not belong to any task or the task has no project. It is what has already been invoiced.

Filtering by invoicing

The Invoicing dropdown has three options:

All hours: the full report, with the Invoiced column so you can filter in Excel if you prefer.
Invoiced only: only hours from tasks with the Invoiced checkbox ticked.
Not invoiced only: hours from tasks without the checkbox, including records with no task and tasks with no project (in those cases it cannot be known whether they are invoiced: check those rows before invoicing).

With a filter on, the total and the summaries count only what remains, and the Notices sheet states the filter applied and how many records were left out.

What is not in the report

Timers that are still running and zero-length records (the Notices sheet counts them).
Records from private projects you cannot see.
Tasks created a moment ago that have not synced yet: they will appear in the next report.

One limitation

The Invoiced checkbox is read on tasks that are inside a project or service. A task without a project shows a blank column even if the box is ticked, and the "Not invoiced only" filter includes it. If too many tasks are ticked to read them all, the report comes out without the column or the filter and says so: narrow the period.