For a quick overview of Float reports, check the Reports video guide.
Projects Report
The Projects Report provides a comprehensive overview of all your projects. It helps you monitor project performance, budget usage, and utilization rates and—if your team uses time tracking—compare planned hours against actual logged time.
Accessing the Projects Report
To access the Projects Report:
1. Navigate to the Report page
2. Select Projects in the top left corner of the page.
Projects Report configuration options
For each report, you can select:
The date range you'd like to cover - Use presets or the calendar picker to select a custom timeframe.
People type and status you'd like to include - Employees, Contractors, Placeholders, Active, Archive.
Time off status - Approved, Tentative or Declined.
In the top right corner of the page, open the display options menu to review the report mode and chart display options.
Report mode - On the Starter plan, only the Scheduled report is available. The Pro and Enterprise plans also include the Logged, Logged vs Scheduled, and Past logged + Future Scheduled reports.
Chart display - Toggle to hide or display the chart using the hide chart toggle. Select to view your chart data by days, weeks, or months.
📝Note: You may see the charts hidden by default on the Projects and People report pages. Turning the hide chart toggle to off will display the charts on those reports.
Chart report
When hide chart is toggled off, the bar chart shows your team's total hours, including billable, non-billable, and tentative time. When density is set to Days, hovering over a bar reveals the hours for a specific date. For Weeks or Months, it shows the totals for the corresponding date range.
Summary data
The report summary data is displayed directly below the chart. Switch between the hours and finance tabs to see the totals for each. On the hours tab, you’ll see the total billable, non-billable, and tentative time for the report you’re viewing. On the finance tab, you’ll see revenue, costs, expense costs and margin. The finance summary data is available on the Scheduled, Logged and Past logged vs Future scheduled views. Learn more on how Float calculates revenue here.
Table report
The table report provides further insights into your team's work. It breaks the data down across projects and clients.
Projects
The Projects tab lists all your team's projects in the selected timeframe and includes the following details:
Project name
Project code
Client
Project Owner
Budget
Scheduled
Logged - available on Pro and Enterprise plans
Total scheduled % of budget
Total logged % of budget - available on Pro and Enterprise plans
Billable expenses - available on Pro and Enterprise plans
Scheduled cost
Revenue
To have the data split by phase, click an arrow next to the project's name.
Clients
The Clients tab lists all your team's projects in the selected timeframe and groups them by client. The table data includes
Client name
Budget per client
Scheduled data (fee and hours)
Logged data (fee and hours) - available on Pro and Enterprise plans
Total scheduled % of budget
Total logged % of budget - available on Pro and Enterprise plans
To have the data split by project, click an arrow next to the client's name.
Expenses
The Expenses tab lists all project expenses in the selected timeframe and groups them by billable and non-billable. The table data includes:
Expense name
Associated project
Total cost (actual expense amount)
Markup (only shown for Time & materials budgets)
Total billable (billable cost + markup, if applicable)
To view the underlying project for each expense, click the arrow next to the expense name. Totals are displayed at the bottom of each section (Billable and Non-billable).
Search and filter
You can use the search and filter options to drill into your data. To filter by multiple categories at once, click the + button to add more search criteria.
If your team is using Views, you can apply one of them for quick access to preset filters.
Single Project Report
To see the full picture of an individual project, click on the project name in the table or use the Project is filter. It will open the Single Project Report.
Export your data
Depending on your team's plan, you can export a specific data set.
On the Starter plan, only the Scheduled report is available.
The Pro and Enterprise plans also include the Logged, Logged vs Scheduled, and Past logged + Future Scheduled reports.
To export a report in CSV format, click the export icon in the top right corner of the page. You can choose to export the chart data, the table data or expenses data.
Chart data export
The chart data export of the Projects report includes:
Date
Scheduled hrs
Scheduled Billable hrs
Scheduled Billable %
Scheduled Non-billable hrs
Scheduled Non-billable %
Scheduled Tentative (all) hrs
Scheduled Tentative (all) %
Logged hrs - on Pro and Enterprise plans
Logged Billable hrs - on Pro and Enterprise plans
Logged Billable % - on Pro and Enterprise plans
Logged Non-billable hrs - on Pro and Enterprise plans
Logged Non-billable % - on Pro and Enterprise plans
Table data export
The table data export of the Projects report includes:
Project
Project code
Client
Tags
Phase
Budget fee
Budget hrs
Scheduled fee
Scheduled cost
Scheduled hrs
Logged fee - on Pro and Enterprise plans
Logged cost - on Pro and Enterprise plans
Logged hrs - on Pro and Enterprise plans
Budget used % (Total Scheduled)
Budget used % (Total Logged) - on Pro and Enterprise plans
Billable expenses - on Pro and Enterprise plans
Fixed fee revenue
Additional notes
Projects with no scheduled or logged time will not appear in your Projects report.
Adding custom fields to the reports is currently not supported.
Float rounds to full numbers for percentages and up by two decimal points for currency amounts.
The People/Projects toggle in the top left corner of the Report page shows the count of currently active people/projects.
The project count in the table view shows all projects (both active and archived) within the report's selected time frame.
You can filter active/archived projects on the Report using the Project status is filter.
For the CSV export files, you can review the CSV formatting standards here.
For team-specific performance insights, check the People Report.