Reports & Estimates
You can simply click on the hours in the reports and a pop-up of detailed tasks, people, and hours will be displayed. See screenshot:
From the Reports home screen, click on “Total Hours.” This will list all hours broken down by all people and tasks for the given time period.
Yes, you can export out a CSV spreadsheet (which can be opened by Excel) with an additional column which will have these values to assist you in your reporting. To turn this feature on, go to Manage > Account Settings, click on Edit preferences and change option for Export round-off.
Just go ahead and print from your browser (File > Print). Harvest reports are specially formatted so that the print-outs look as good as they appear on screen.
Yes, Harvest exports your data as Timer IIF files. You’ll first need to set up Harvest for QuickBooks export, and you’ll then see the button to export to QuickBooks on Reports.
This is unfortunately a bug with Microsoft Excel, and their poor support of UTF-8. To go around the problem, please follow these steps:
- After downloading the export, change the .csv extension to a .txt extension. For example, save it as “report.txt”.
- In Excel, Open File > Filetypes: Text files: .prn, .txt,*. csv and open your report.txt file.
- Check the “delimited” radio button, if you see the option.
- In the list of character encoding options, select 65001: Unicode (UTF-8).
The other option is to use OpenOffice or Google Spreadsheets (both are free).
Assuming a project is already set up with estimates by task hours:
- Browse to Reports > Estimates
- Click on the project in question
- You should see a visual report of your tasks hours against estimates.
Here’s a screenshot what the estimate report should look like:
If you do not see this, it’s most likely that the estimates are not set up correctly. To set up estimates for the project: under Manage > Projects, on a project’s page select the option Estimate by tasks and put in estimated hours for each tasks.