Tracking Clients and Projects in the Reporting Dashboard

Need a bird’s-eye view of how your clients and projects are performing? We’ve got you covered! The new Client & Projects tab in the Reporting Dashboard gives you a clean, detailed snapshot of time, money, cost, or profit across your entire client portfolio—all in one place. It’s perfect for resource planning, client management, and business strategy, with no extra setup needed.

Looking for even more flexibility? You can still build fully custom reports using our Custom Reporting templates too!

You’ll find the new Clients & Projects tab inside the Reports area of Timely. It’s a brand-new view built right into the Reporting Dashboard—no extra configuration or setup needed.

Just head to Reports from the main menu, and you’ll see Client & Projects listed as one of the available tabs. Selecting it will open a table view where you can explore totals for each client and project across your selected date range.

The table then shows totals for logged time, money, costs, or profit, depending on your metric selection. Clients are listed first and can be expanded to view underlying projects. Projects are nested by default to keep things organized and easy to scan.

While the Clients & Projects tab is designed to be simple, a few small tweaks can help you get even more value out of it.

1️⃣ First, remember that you can use the date picker to define the range you want to review—whether that’s a specific month, quarter, or even a custom date range.
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Your table will automatically adjust between daily, weekly, or monthly views depending on what you choose in the Options menu:
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2️⃣ Second, you can filter which clients appear in the table. This is especially useful if you’re managing a large portfolio and want to focus on a few key accounts. Filtering by client helps you zoom in on what’s most important without distraction.

🏁 Finally, when reviewing your metrics, keep in mind that the table focuses on total values, high-level summaries for each selected period. You can choose from the following metrics to display at any one time:

Can I export the Clients & Projects table?
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Not yet! This view is designed to give you a high-level overview of your Clients and Projects. If you need more detailed options, including the ability to export your data, you’ll want to create a custom report template instead.
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​How can I filter by users or tags?
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This particular view is laser focused on the high level Clients and Projects data, you'll want to deep dive into a reporting template for those additional options and details.

What happens if a project has no time logged during the selected period?
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Projects and Clients with no logged time are automatically hidden to keep your view clean and focused. Additionally, if you have a Client with no assigned Projects, it will likewise be hidden.