Client reports

A client report is the file you send someone outside your workspace to show what their money bought. It is entry-level: one row per thing that happened, not a summary, so the client can check any line against their own records.

Getting one

1. Open a project and select any hours figure, or go to Reports → Detailed.
2. Narrow it to the client, project and date range you are reporting on.
3. Select Client report.

The file downloads as CSV, named for the project and the range — for example Development Monthly Retainer-2026-08-01-to-2026-08-31.csv — so a folder of them stays navigable.

What is in it

Eight columns, in this order:

Column	What it holds
Date	The day the work was logged against
Project Code	The project's code, if it has one
Task	The task, or No task
Notes	Whatever the person typed
Hours	Decimal hours, as a number
First Name
Last Name
External Reference URL	The linked ticket, where there is one

The last row is a TOTAL, marked in the Task column so it cannot be mistaken for an entry. It is summed from the underlying seconds rather than from the rounded figures above it, so it agrees with itself: twenty entries of seven and a half minutes total 2.50, not 2.60.

Hours stay numeric. The column is written unquoted so a spreadsheet treats it as a number and can sum it, rather than as text.

Two entries on the same day, same task, same person stay two rows. Merging them would make the report impossible to check against anything.

An entry with no task, no code or no ticket is still an entry. It is kept with those cells empty, because dropping it would silently change the total.

First and last name

The report has separate first and last name columns, and Time Trakkr will not guess them. Where the two parts are stored, they are used. Where only a full name is known, the whole name goes in First Name and Last Name is left empty.

That is deliberate. No rule about spaces turns "Pedro Lucas Teixeira Pinho" into the right two halves, and a document going to a client is the worst possible place to invent somebody's surname. Whole and visibly incomplete beats confidently wrong.

To fill the parts in, open a person under Team, set First name and Last name, and select Update info. People brought in from a Harvest import already have them, because Harvest stores the parts too.

Notes are safe to open

A note beginning =, +, - or @ is a formula as far as a spreadsheet is concerned. Notes are neutralized on export so they arrive as the text somebody typed, not as something the client's spreadsheet runs. Commas, quotes and line breaks inside a note survive intact.

Plain numbers are exempt, which is what keeps the Hours column summable.

The task summary export is still there

Export on a project gives the older summary — Task, Billable, Hours, Cost — one row per task. It answers a different question and has not been replaced.

Who can export what

The detailed report scopes members to their own entries, and the export follows whatever is on screen. A link naming somebody else is narrowed by the server regardless of what it asks for, so a member cannot widen a client report by editing a URL. Money columns stay managers-only, as everywhere else — see roles and permissions.

Asking the assistant

The assistant can list the same entries with detailed_time — "show me every entry on Acme in August" — including the notes and the ticket. It cannot produce the CSV itself; use the Client report button for the file.