For a quick overview, check the Reporting in Float video guide.
The Projects report offers an overview of all your projects in Float. You can monitor your utilization and budgets, track your logged hours (if your team uses time tracking), and see your project totals at the client level.
To access the Projects Report, click the Report tab and select Projects in the top left corner of the page.
For each report, you can set the date range you'd like to cover, people, allocations and time off you'd like to include, the preferred view (days, weeks, months), and the set of data (Scheduled, Logged, Logged vs Scheduled, Past logged + Future Scheduled).
All of your team's scheduled hours (billable, non-billable, tentative) are displayed in the bar chart. Hovering over the chart reveals the numbers for a particular date. The summary bar shows the aggregate totals for the date range you've selected.
Progress meters display the status of your individual project budgets.
📝Note: If you are using time tracking, the table data can be sorted not only by the total scheduled percentage of a budget but also by the total logged percentage of a budget.
To see the full budget picture for an individual project, click on the project name in the table to show the Single Project Report. This is also where you can select to visualize the data in a bar or a line chart.
The client tab of the Projects reports lets you see your scheduled, logged, and budget totals at the client level.
Search and filter
Filtering lets you drill down into your report data. Select from one of your Views, apply a new filter, or type directly into the search field to filter the report data.
You can filter by multiple categories simultaneously by selecting the + button to expand the search.
💡 Here's a tip: Search by the person Me to see only your individual task hours and time off.
Export your data
To export a report in CSV format, click Export in the top right corner of the page. Depending on your team's plan, you can choose to export a specific set of data (Scheduled, Logged, Logged vs Scheduled, Past logged + Future Scheduled), and the details you want to get (chart or table data).
Chart data
The chart data export of the Projects report includes:
Date
Schedules hrs
Scheduled Billable hrs
Scheduled Billable %
Scheduled Non-billable hrs
Scheduled Non-billable %
Scheduled Tentative (all) hrs
Scheduled Tentative (all) %
Logged hrs
Logged Billable hrs
Logged Billable %
Logged Non-billable hrs
Logged Non-billable %
Table data
The table data export of the Projects report includes:
Project
Client
Tags
Phase
Budget fee
Budget hrs
Scheduled fee
Scheduled hrs
Logged fee
Logged hrs
Budget used % (Total Scheduled)
Budget used % (Total Logged)
Additional notes
Float rounds to full numbers for percentages and up by two decimal points for currency amounts.
Customizing the reports fields is currently not supported.
Projects with no scheduled or logged time will not appear in your Projects report.
To see how your team is performing, check the People Report.