Reports and Data Exports

Voltasis provides built-in reports for time tracking, project profitability, and team activity. You can filter, customize, and export reports as PDF or CSV.

Access reports

1. Go to Reports in the sidebar.
2. Select a report type:
   • Time Report — Hours tracked by project, team member, or date.
   • Project Report — Budget utilization, profitability, and progress.
   • Invoice Report — Invoice totals, payment status, and aging.
   • Expense Report — Expenses by category, project, or team member.

Filter reports

Every report supports filters:

• Date range — Specify the reporting period.
• Projects — Include specific projects or all.
• Team members — Filter by one or more people.
• Clients — Filter by client (Pro plan).
• Tags — Filter by tags on time entries.
• Billable status — Billable, non-billable, or both.

Group and sort

Group report data by:

• Project
• Team member
• Client
• Date (day, week, month)
• Tag

Click column headers to sort in ascending or descending order.

Export reports

1. Apply your desired filters and grouping.
2. Click Export at the top right.
3. Choose the format:
   • PDF — Formatted report suitable for sharing with clients or management.
   • CSV — Raw data for spreadsheet analysis.
4. The file downloads to your device.

Tip: Schedule recurring report reviews — weekly for time reports, monthly for project profitability — to catch issues early.

Data visibility

The data you see in reports depends on your role:

• Employees/Contractors — Only your own data.
• Managers — Your data plus your team's data.
• Admins — All organizational data.