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Single Project Report

View reports related to specific projects in Float

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated this week

The Single Project Report displays a detailed overview of specific projects in Float. With this report, you can:

  • Visualize report data for an entire project or project to date

  • Monitor the project and phase budgets

  • Drill down on each project phase

  • Track logged hours if your team uses time tracking

Single Project Report

In the Projects view of the Report page, use the project filter to filter the report for a specific project. Select the date range, people, allocations, time off to show, and the display view.

The summary bar below the chart shows the aggregate totals for your selected date range.

Report timeframe

By default, you’ll see a report for the entire project. To change the timeframe for your report, use the calendar or date range shortcut to quickly switch to a project-to-date view or select another date range.

Select the date range for the project in view

Report view

You can switch between a line chart and a bar chart view by clicking on the chart view toggle in the top right-hand corner of the report.

Select between a bar chart and a line chart

  • Line chart

This is a timeline view based on a line chart. Hovering over the line chart shows the numbers for the particular date range. Track changes over time and see the differences in your data depending on the selected report view (e.g., Logged vs. Scheduled will display a line chart showing the difference between your logged and scheduled time on the project relative to the total project budget as it progresses).

Line chart on single project report.
  • Bar chart

The bar chart displays your team’s scheduled hours (including billable, non-billable, and tentative hours) for the specific project. Hovering over the chart will reveal the numbers for that particular date range.

Bar chart data on single project report.

Table data

In the table, you’ll find a detailed breakdown of your project data. By switching between tabs in the table, you’ll get more details on project phases, tasks, team, and time tracking data for the selected project. You can also sort by each column in the table as needed by clicking the column heading.

Table data details.

Phases

To view the summary for each project phase, open the Phase tab in the table. This tab will only appear if you’ve added phases to the project. If you set both billable and non-billable phases, the view will be split so you can review the details of both types. 

Tasks

The Tasks tab in the table shows a summary of the project's tasks. If you set both billable and non-billable tasks, the view will split so you can review the details of both types.

Single project report tasks.

People

Check the Team tab in the table to view a summary of each team member's data for the project.

Project's team report.

Time Tracking

If your team uses time tracking features, you can drill down on the data per project team member on the Time Tracking tab in the table. You can view the fee, logged hours, and their corresponding tasks and project phases.

Time tracking data in the single project report.

Filtering and saving a View

Filtering lets you drill down into your report data. You can also save your filtered report as a View for easy access. 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—to aggregate them, click the + add button to expand the search options.

Filter the single project report

Export your data

To export a Single Project Report, click the Export option at the top right corner. You have three options to choose from: export chart data, export table data, and export time tracking data.

Report export options.

Export chart data

This export shows the total hours and percentage of scheduled and logged data for a given date. The data includes the total for tentative, billable, and non-billable tasks.

Export chart data

Export table data

This export shows the total breakdown of the report based on the individual tasks per person on the project.

Export table data

Export time tracking data

This export shows the logged hours per date for each person on the project during the selected timeframe. This option is only available if your team uses time-tracking features.


Additional notes

  • Float rounds to full numbers for percentages and up by two decimal points for currency amounts.

  • Adding custom fields to the reports is currently not supported.

  • Check the Projects Report article for details on viewing reports for multiple projects and the People Report article to learn about your team's report data.

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