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Use Cases

1. Weekly Team Report (Admin)

  • Date Range: This Week

  • Assignees: All Users

  • Aggregation: By Category

  • Purpose: See where team spent time

  • Export: PDF for manager review

2. Monthly Client Billing

  • Date Range: Last Month

  • Projects: Client Project Only

  • Assignees: All Users (admin) or Self (regular user)

  • Aggregation: Detailed List

  • Export: Excel for invoice preparation

3. Personal Time Review

  • Date Range: Last Month

  • Assignees: Self

  • Aggregation: By Category

  • Purpose: Understand personal time allocation

4. Project Health Check

  • Date Range: Last 60 Days

  • Projects: Specific Project

  • Aggregation: By Category

  • Purpose: See if project time is balanced (dev vs testing vs meetings)

  • Export: Excel for trend analysis

5. Quarterly Resource Planning (Admin)

"How is my team spending their time across projects, and are resources properly allocated?"

Report Configuration:

  • Date Range: Custom → Last 60 days (2-month view for trend analysis)

  • Assignees: All Users (entire team)

  • Projects: All (to see complete picture)

  • Aggregation: By Project, then by User

  • Purpose:

    • Identify which projects consume the most team capacity

    • Find overloaded or underutilized team members

    • Plan resource reallocation for next quarter

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