You can filter information:
– by date (when these tasks were invoiced)
– by tasks (choose only tasks which should be included in this report)
– by invoice status (reports can only include tasks’ data related to invoices with specific status – learn more about invoice statuses from here: Invoice statuses). 

You can also export the report to PDF, CSV or Excel formats by clicking the ‘Export as’ button or print it by clicking the ‘Print’ button.

Note: This report is based strictly on data from active and archived invoices. Deleted invoices data isn’t included.

Time format

By default, the time format is displayed with a colon (for example 03:15), but it can be shown in a decimal format (for instance 3.25) after checking the box “Time format is decimal” and clicking “Update”.

Note: we don’t just replace the colon with a decimal separator, we also convert standard time format into a decimal number format. So that 3:15=3.25 hrs. or 5:30=5.5 hrs. etc. It can be helpful if you export this report as CSV or Excel – and use different formulas to calculate the information.

The Item Sales Report table consists of the following 10 columns:

– Clients    The client who purchased this item (the item is on the invoice created for this client)
– Invoice# The invoice that includes this item (if you click on the link, you’ll go directly to this invoice’s preview)
– Date        The date when the item was sold (when the invoice was created)
– Quantity How many units of this item were sold
– Cost         How much this item costs (information from the Item page: Sales -> Products List -> My Items -> click on item name)
– Unit price   The item’s price as it appears on the invoice
– Discount     The item discount that was applied to the invoice
– Sales            Quantity * Unit Price – Discount = Sales
– Margin         Sales – (Quantity *Cost) = Margin
– Margin (%)  (Margin/Sales)*100% = Margin (%)

Here you can also filter information as it follows:
– by date (when these items were invoiced),
– by items (choose only items which should be included in the report)
– by invoice status (reports can only include items’ data related to invoices with specific status – more about invoice statuses read here Invoice statuses)

You can export this report to PDF , CSV or Excel formats by clicking the ‘Export as’ button or print it with a click on ‘Print’ button.

Note: This report takes data only from active and archived invoices. Deleted invoice data isn’t included.

For any questions, don’t hesitate to contact us.

Timesheet Details is a detailed report of your team’s timesheets and logged hours. At any point, you can easily narrow it down and group data by:
– team members;
– clients;
– projects;
– tasks (you can’t filter for groups, subtasks only)

Note: If you choose to group by projects, then project numbers will also be displayed near project names:

With this handy reporting tool, you are able to view total hours logged by one team member or only the hours spent on a specific project or task or working for a particular client. It’s your choice how you filter information so you get the exact information you need.
Just go to Reporting  -> Time-tracking Reports -> Timesheet Details to start customizing your own timesheet report.

Here you can sort timesheet details by date – from newest to oldest or vice versa – just by clicking “Date” on the table header.

You can also filter information from projects, team members, type of hours (billed, unbilled, non-billable), tasks, specific client and date ranges.

You can also sort by your “Asana Teams” if you use the integration from zistemo and asana.

Note: by default, the Timesheet Details report shows all timesheets related to active and archived projects. But you can filter information and see only the active projects’ timesheets – just check ‘Show only active projects’:

For those interested in simplifying the “Timesheet” data overview, we’ve added handy extra filters, such as: “Details”, “Summary”, “Start-End Time” and “Detailed Summary”. Use them to hide/unhide details in a “Timesheet Details” report and see only the total hours for projects.

Here is the “Details” view:
This is the “Summary” (view), by staff members:

The “Start/End Time” view (similar to “Details” view, but it also includes the start/end times of staff members’ work logs):

“Detailed Summary” shows you for each task project and section name. As opposite to the summary view the detailed summary does not group tasks by its name. The detailed summary view works best when grouping the report by task.

The “sections” view:

Print this report or export it (to PDF, Excel or CSV) by simply clicking the related button, and you’re all set.

Note: If you export the Report as Excel or CSV we add an additional column if the hours are approved or not 

Time format

By default, the time format is displayed with a colon (for example 03:15), but it can be shown in a decimal format (for instance 3.25) after checking the box “Time format is decimal” and clicking “Update”.

Note: we don’t just replace the column with a decimal separator, we also convert standard time format into a decimal number format. So that 3:15=3.25h or 5:30=5.5h etc. It can be helpful if you export this report as CSV or Excel – and use different formulas to calculate the information.

Please note that if you using decimal time format there may be unavoidable rounding issues. So, in the report could be more less/more time than really was tracked. For 100% precise reporting please use time format

Links in Timesheet Details report: edit hours on Timesheet Report

If you need to edit some hours, you can do it straight in the Timesheet Report.
Just click on the Hours amount you want to change:

And edit timesheet:

Important: You can edit hours only if their status is unbilled/not billable. If they are billed (already featured on an invoice), hours are not editable and they’re also disabled for editing in this report.

Time Rounding Featured in Time-Tracking Reports

If you enabled time rounding on projects, you can set to view the rounded hours in a report.
By default, this time-tracking report shows the logged time, but if you mark the checkbox “Show rounded hours”, then the report will display the rounded time.

‘Print values’ in Timesheet Details Report

In this report, you can also see the cost of tasks. Just mark the checkbox ‘Print values’:

It’s the number of hours multiplied by the hourly rate (you can see and change this rate on the Project page; as it depends on the project billing method, please read more details here).

Filter by Active Projects

By default, this report shows the information about all active and archived projects. But in the Projects filter, you can choose the specific projects which you want to see in the report. You can also select “All active projects” and in this case, the archived projects will be hidden.

Let us know if you have any questions.

Task Summary is a report about hours spent on particular task by a particular team member. All data is grouped by tasks. Just go to Reporting  -> Time-tracking Reports -> Task Summary to start customizing your own report.

Here you can filter information by date range, projects, team members, hours type, and tasks.

For instance, if you’re interested to see who worked on the task “Flyer design” in the past month, you pick “Flyer design” from the “Tasks” drop-down list, select the first and last day of the month, click on the green “Update” button and that’s it.
Note: if you choose some projects, the “Tasks list” will only have the tasks which are related to those projects.

You can print this report or even export (to PDF, Excel or CSV) with a simple click on the related button.

Note: The Task Summary report is available for Account Owner’s, Admins’ and Team Leaders’ profiles.

Time format

By default, the time format is displayed with a colon (for example 03:15), but it can be shown in a decimal format (for instance 3.25) after checking the box “Time format is decimal” and clicking “Update”.

Note: we don’t just replace the colon with a decimal separator, we also convert standard time format into a decimal number format. So that 3:15=3.25 hrs. or 5:30=5.5 hrs. etc. It can be helpful if you export this report as CSV or Excel – and use different formulas to calculate the information.

Filter by Active Projects

By default, this report shows the tasks related to all active and archived projects. But in the Projects filter, you can choose some specific projects, for instance, you can pick “All active projects” and you will see tasks which are related only to your active projects, while the archived projects’ tasks will be hidden.

With User Summary, you get to see in an instant:
– which tasks were assigned to a certain staff member and on which projects;
– how many hours they worked on a given project;
– the actual number of hours your team member spent working on a certain task.

To access User Summary, simply go to Reporting  -> Time-tracking Reports ->User Summary and pick a team member from the drop-down list.

Here you can filter information by team members and by date ranges.

If you want to print this report or export it (to PDF, Excel or CSV), you just have to click the related button.
Easy peasy, isn’t it?

Time format

By default, the time format is displayed with a colon (for example 03:15), but it can be shown in a decimal format (for instance 3.25) after checking the box “Time format is decimal” and clicking “Update”.

Note: we don’t just replace the colon with a decimal separator, we also convert standard time format into a decimal number format. So that 3:15=3.25 hrs. or 5:30=5.5 hrs. etc. It can be helpful if you export this report as CSV or Excel – and use different formulas to calculate the information.

Time Rounding featured in Time-Tracking Reports

If you enabled time rounding on projects (more here), you can set to view the rounded hours in a report. By default, this report shows the logged time, but if you mark the checkbox “Show rounded hours”,  then the report will display the rounded time.

• the revenue generated by each client;
• where your business comes from;
• which clients bring more money;
• your most valuable collaborators.

Data is grouped per clients and per months. Just go to Reporting  -> Client Reports -> Revenue by Client to get your own customized reports.

Here you can easily get more specific insights and filter data by:

• total billed amounts per client
• years
• clients
• collected amounts
• outstanding amounts.

The net revenue amount show not only the net value of the invoices (without tax) but also it does not show expenses (but the fee). So, net revenue = profit – expenses +fee.

If you want to print the report or export to PDF, Excel or CSV – just click the specific button, and it’s done.

•  the health of your business;
• identify habitual late payers.

Just go to Reporting  -> Client Reports -> Accounts Aging to get your own customized reports. Here you can review:

• all unpaid customer invoices;
• invoices that are 1 to 30 days old;
• invoices that are 31 to 60 days old;
• invoices that are 61 to 90 days old.

So you will always know how much each of your clients owes you and how long they haven’t paid for. Already paid amounts are excluded in this report.

You can also print or export (as PDF, Excel or CSV) this report by clicking the related button: “Export as” or “Print”.

Please note that on this report it calculates invoice total – payment total. On the dashboard widget Invoices it calculates by invoice due date. That’s why the number may differ

The zistemo Payments Collected is a quick and handy reporting tool which helps freelancers, startups and small businesses. Use the ‘Payments Collected’ to see how much money you have received from your clients.

Where can I find the ‘Payments Collected’?

You can easily access it by going to: ‘Reporting’ -> ‘Accounting Reports’ and choose ‘‘Payments Collected’.
Here you can customize, filter and organize data in many ways, for instance, you can group information by invoices, clients, payment methods, date or amount – just click on this green parameter in the table header.

You can also filter information by date range, clients and payment methods.

If you want to print this report – simply do it by clicking the ‘Print’ button or export it to PDF, CSV or Excel file by clicking ‘Export as’.

zistemo Payments Collected helps you:

• Monitor and analyze received payments;
• Save time and skip the manual creation of payments collected reports;
• Organize budget information;
• Automate payments reporting;
• Gain quick access to business intelligence & enterprise-wide data reporting;
• Significantly reduce the risk of error throughout the reporting process.

The zistemo Expense Report is a quick and handy reporting tool which helps freelancers, startups and small businesses. Use the ‘Expense Report’ to track your business spending.

Using the Expense Report?

You can easily access it by going to ‘Reporting’, then click on ‘Accounting Reports’ and choose ‘Expense Report’.
Here you can customize, filter and organize the data in many ways, for instance, you can group the information by an expense category, a vendor, an author of the expense, a client or a project (if you have assigned specific expenses to the clients or the projects)

You can filter for expenses by author – the person who claims the expense

If you only want to see the expenses related to some projects, simply pick these specific projects from the special filter:

If you’re interested in viewing the expenses with some statuses – unbilled, billed, non-billable, paid, partial – just pick the statuses yourself from the advanced filter, as shown below:

Also, you can filter for specific currencies:

As well as you can switch to see the amount of taxes in the total expense amount – just mark the ‘Print Taxes’ checkbox:

You can review the expense report in your base currency only:

You can filter data by the Reimbursement (more about expense reimbursement here):

Furthermore, if you want to:
– print this report – just click the ‘Print’ button;
– export it to a PDF, a CSV or an Excel file, simply click the ‘Export as’ button.

The zistemo Expense Report helps you:
– Monitor and analyze spending;
– Automate expense reporting;
– Organize useful budget information;
– Access business intelligence & enterprise-wide data reporting;
– Save the time used to manually create expense reports yourself;
– Significantly reduces the risk of error throughout the reporting process.

Expense Categories Numbers in Expense Report

In the Expense Report, the expense category number appears next to each Category name.

For your convenience and to make it easier for your accountant we’ve added an ‘expense category number’ column to your Excel report. So now you have it all organized:

These are DATEV expense numbers that you can find in Purchases -> Expense Categories.

Very Important: If your company is in Germany, the Expense Categories will have SKR03 or SKR04 numbers:

You can choose SKR03 or SKR04 in the Company Profile Settings:

Therefore these numbers will be displayed in the Expense Report for German companies.

At first, you will get an overview of all invoices and expenses. Furthermore, you can add multiple filters, including:

*Date range – you can pick a predefined one (such as today, this week, this month, this quarter, this year/yesterday, the previous week, previous month, the previous quarter, previous year) or you can custom your own date range;
*Clients – all clients or just a specific client of your choice;
*Invoice status – either all invoices or invoices with a precise status such as a draft, sent, viewed, disputed, paid, overdue, partial;
*Projects;
*Expense status (billed, unbilled, non-billable).

Within seconds, you’ll get a clear financial overview based on your invoices and expenses which will help you make better business decisions.