---
title: Reporting
keywords: reporting, reports, report overview, revenue, hours, average rate, billable ratio, billed revenue, projects, clients, employees, labels, efficiency, write-off, billing percentage, billing, filters, period, time resolution, export
summary: Introduces the Reports section in Manor, lists the available reports (revenue, hours, average rate, billable ratio, billed revenue, projects, clients, employees, labels, efficiency, write-off, billing percentage, and billing), and explains how to open a report, set the period and filters, change the time resolution, and where to export the underlying data.
url: /report
---

# Reporting

## What is Reporting?

The **Reports** section gives you fixed, ready-made views of your firm's numbers — revenue, logged hours, average rates, billing progress, and more. Each report combines one headline figure and a chart over time with a set of breakdown tables, so you can see both the total and where it comes from.

Reporting sits alongside the **Analysis** feature. Analysis lets you slice live data freely; Reports give you a set of prepared views, each focused on one question.

## Available Reports

Open **Reports** in the main navigation and choose a report from the **Overview** page, or pick it directly from the **Reports** submenu.

![Reports overview page showing all available report types](../screenshots/reports-overview.png)

| Report | What it answers |
|---|---|
| [Revenue](revenue.md) | How much revenue was generated, and how it splits between clients and projects |
| [Hours](hours.md) | How many hours were logged, and for which clients, projects, and departments |
| [Average rate](average-rate.md) | How the firm is doing on average rate, and where the best rate is |
| [Billable ratio](billable-ratio.md) | What percentage of logged hours is billable |
| [Billed revenue](billed-revenue.md) | How much revenue was invoiced, and how it splits between clients and projects |
| [Projects](projects.md) | How hours and revenue split between projects |
| [Clients](clients.md) | Which clients have the most hours and revenue, and the average price by client |
| [Employees](employees.md) | How employees log their hours, and how that varies between months |
| [Labels](labels.md) | Hours and revenue by project label, and whether projects have a label |
| [Efficiency](efficiency.md) | Whether hours are logged within the day, the same-day score, and the average age of a time entry |
| [Write-off](write-off.md) | How many hours are written off, and for which clients or projects |
| [Billing percentage](billing-percentages.md) | What percentage of hours is billable, split between projects, clients, and labels |
| [Billing](billing.md) | How billing is progressing, and whether you are billing timely and consistently |

## Running a Report

1. Click **Reports** in the main navigation.
2. Select a report from the **Overview** page or the **Reports** submenu. For example, open **Revenue**.
3. The report opens for the current year. Use the year selector next to the page title to choose a different year, or open **All time**, **Past**, **Future**, or a custom **From**/**To** range, then click **Apply**.
4. Narrow the data with the filter dropdowns at the top of the report. Use **Clear filters** to reset them.
5. Use the **Days**, **Weeks**, **Months**, or **Years** links below the chart to change how the chart groups the data.

![Revenue report with the period selector, filters, and breakdown tables](../screenshots/reports-revenue-report.png)

## Filters

Most reports share the same filter bar. The exact filters depend on the report, but you typically see:

- **Project** — Limit the report to one or more projects
- **Project billing settings** — Filter by how projects are billed
- **Client** — Limit the report to one or more clients or payers
- **User** — Show work by a specific employee
- **Rate** — Filter by billing rate
- **Label** — Filter by project label
- **Firm and department** — Filter to a department
- **Owner** — Filter by project owner
- **Billing status** — Show all, billed, or unbilled work

Use **Clear filters** to reset the filter bar, and **Show more options** / **Show fewer options** to expand or collapse the full set of filters.

## Period and Time Resolution

Each report has a period selector next to its title. The default is the current year, and you can switch to another year, **All time**, **Past**, or **Future**, or set a custom **From**/**To** range.

Below the chart on each report, use the **Days**, **Weeks**, **Months**, and **Years** links to change the chart's time resolution. **Months** is selected by default.

## Exporting Report Data

The Reports pages show charts and summary tables, not raw rows, and they do not have their own Excel export. To work with the underlying numbers in a spreadsheet, export the matching table from the **Data** section instead. See [Exporting Tables to Excel](excel-export.md) for the steps.

## Best Practices

- **Set the period first.** Choose the year or date range before you read the numbers, so you always know what the report covers.
- **Filter before you draw conclusions.** Narrow to the client, project, or department you care about, then compare like with like.
- **Compare the same metric across reports.** Use **Revenue** and **Billed revenue** together to see earned versus invoiced revenue, and **Billable ratio** with **Billing percentage** to separate billable work from billed work.
- **Check the time resolution.** Use **Months** for trends and switch to **Weeks** or **Days** when investigating a specific period.
- **Keep the data clean.** Reports reflect the time entries, billables, and project data that are in Manor, so accurate records give reliable reports.

## Related Documentation

- [Analysis](analysis.md) — Slice live revenue and hours data by any dimension
- [Exporting Tables to Excel](excel-export.md) — Download the underlying records from the Data section
- [Data Management](../data/data-overview.md) — The unified view of all raw records
- [Client Work Reports](../clients/client-work-report.md) — Generate a single work report covering all work and billables across a client's projects
