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.
Plan availability
The Projects report is available on all Float plans:
The Starter plan includes the Scheduled report only and provides a summary of scheduled hours for the selected timeframe.
The Pro and Enterprise plans also include the Logged, Logged vs Scheduled, and Past logged + Future Scheduled reports, as well as financial insights into revenue, costs, expenses, and margin.
Projects Report configuration options
For each report, you can select which data you want to focus on.
Date range
Choose a date range for your report using either one of the pre-set options or the custom calendar picker.
Default filters
People type and status you'd like to include - Employees, Contractors, Placeholders, Active, Archive.
Time off status - Approved, Tentative or Declined.
Report mode
In the top right corner of the page, select the 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 options
Use the Hide chart toggle under Display options to show or hide the chart. When the chart is visible, you can view its 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 off will display the charts on those reports.
Search and filter
You can use the main 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 to quickly access saved filters.
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 the chart display 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.
Teams on the Starter plan see only the scheduled hours summary, split by total billable, non-billable, and tentative.
For teams on Pro and Enterprise plans, the summary data for the Scheduled, Logged, and Past logged + Future scheduled reports includes two tabs, Hours and Finance. Switch between them to see the totals for each:
In the Hours tab, you'll see the scheduled hours summary, split by total billable, non-billable, and tentative.
The summary data for the Logged vs scheduled provides a comparison of scheduled and logged hours only (billable, non-billable, and tentative).
Table report
The table report provides further insights into your team's work. It breaks down the data by project and client.
Projects
The Projects tab lists all your team's projects in the selected timeframe and includes the following details:
Scheduled | Logged | Past logged + Future scheduled | Logged vs Scheduled |
Project name | Project name | Project name | Project name |
Project code | Project code | Project code | Project code |
Client | Client | Client | Client |
Stage | Stage | Stage | Stage |
Owner | Owner | Owner | Owner |
Budget | Budget | Budget | Budget |
Scheduled % of budget | Logged % of budget | Scheduled % / Logged % of budget | Scheduled % / Logged % of budget |
Scheduled | Logged | Future scheduled | Scheduled |
Billable expenses (on Pro and Enterprise plans only) | Billable expenses | Past logged | Logged |
Scheduled costs | Logged costs | Billable expenses |
|
Revenue (on Pro and Enterprise plans only) | Revenue | Projected costs |
|
|
| Revenue |
|
To split the data by phase, click the 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 the following details:
Scheduled | Logged | Past logged + Future scheduled | Logged vs Scheduled |
Client | Client | Client | Client |
Budget | Budget | Budget | Budget |
Scheduled | Logged | Future scheduled | Scheduled |
Scheduled % of budget | Logged % of budget | Past logged | Logged |
|
| Scheduled % / Logged % of budget | Scheduled % / Logged % of budget |
To split the data by project, click the arrow next to the client's name.
Expenses
The Expenses tab is visible only to teams on the Pro and Enterprise plans. It lists all project expenses for the selected timeframe and groups them into billable and non-billable. For all the report types, the table data includes the following details:
Expense name
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).
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, you can only export the Scheduled data.
With the Pro and Enterprise plans, you can also export the Logged, Logged vs Scheduled, and Past logged + Future Scheduled data, as well as the expenses data.
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 the expenses data (when on Pro or Enterprise).
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 reports is not currently 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.