Work Reports

The Work Reports module lets you send a report of worked hours to a customer for their approval, accessed afterward through the customer portal. Its standout feature is bundling hours from multiple employees into a single report — a team working the same project can be reported to the customer together, rather than one report per person. See Web App: Work Reports for the employee-facing side.

Work Reports is licensed separately, at the business or enterprise tier — the setup fields below stay hidden if your license doesn't cover it. See Licensing if you need to move to a different edition to unlock it.

A project only uses Work Reports for approval when its Project Type has Approval Flow set to Work Report — that setting is what ties the whole module to a given project.

In this section

• Setup — numbering, auto-approval, and report formatting.
• Work Report Contacts — who approves a report and who's notified, configured per customer or per project.
• Monitoring & Troubleshooting — reviewing generated reports, fixing stuck ones, and reading the audit log.