{"id":15113,"date":"2021-04-16T14:02:55","date_gmt":"2021-04-16T11:02:55","guid":{"rendered":"https:\/\/everhour.com\/blog\/?p=15113"},"modified":"2023-04-11T17:01:20","modified_gmt":"2023-04-11T14:01:20","slug":"reports-new-filters-and-ui-changes","status":"publish","type":"post","link":"https:\/\/everhour.com\/blog\/reports-new-filters-and-ui-changes\/","title":{"rendered":"Reports: New Filters and UI Changes"},"content":{"rendered":"\n<p>This time we decided to add new filters to our reports and also re-work the UI a little. Let&#8217;s take a look at how it worked out!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">UI Changes<\/h2>\n\n\n\n<p>Previously, each filter has its own tab on the report builder. Now all of them are located under the Filters tab. By default, there are 2 filters \u2014 Projects and Members, but you can add others if necessary:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large\"><a href=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.39.04.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"542\" title=\"reports: new filters and ui changes\" src=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.39.04-1024x542.png\" alt=\"reports: new filters and ui changes\" class=\"wp-image-15114\" srcset=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.39.04-1024x542.png 1024w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.39.04-300x159.png 300w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.39.04-768x406.png 768w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.39.04-1536x813.png 1536w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.39.04.png 1860w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>All the filters that were previously grouped under the Meta tab are now located under separate sections: Projects, Tasks, and Custom Fields. Filters by tags, iterations, and task statuses can be found under the Tasks section:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"497\" src=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-12.29.22-1024x497.png\" alt=\"reports: new filters and ui changes\" class=\"wp-image-15116\" title=\"reports: new filters and ui changes\" srcset=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-12.29.22-1024x497.png 1024w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-12.29.22-300x146.png 300w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-12.29.22-768x373.png 768w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-12.29.22.png 1412w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>As for the Projects filter, you can now exclude certain projects from a report. Also, you can select a certain client or workspace in a filter and all of its projects will be included in a report.<\/p>\n\n\n\n<p><strong>Note<\/strong>: from now on all of the new projects created in this workspace\/ client will be automatically added to the report. Simply refresh your report to see data from a new project.&nbsp;<\/p>\n\n\n\n<p>Additionally, all the report actions are now under the report&#8217;s menu list. Also, there is quick access to report&#8217;s filters, the &#8216;Sort by&#8217; and &#8216;Period&#8217; dropdowns on the right:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"310\" src=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.43.36-1-1024x310.png\" alt=\"reports: new filters and ui changes\" class=\"wp-image-15117\" title=\"reports: new filters and ui changes\" srcset=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.43.36-1-1024x310.png 1024w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.43.36-1-300x91.png 300w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.43.36-1-768x232.png 768w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.43.36-1-1536x465.png 1536w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.43.36-1.png 1890w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">New Filters<\/h2>\n\n\n\n<p>We added a number of new filters to the reports, namely:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Project Status<\/strong>: lets you filter your report by active or archived projects;<\/li><li><strong>Project Billing<\/strong>: here you can filter your reports by the billing type of your projects (<a rel=\"noreferrer noopener\" href=\"https:\/\/everhour.com\/resources\/billable-and-non-billable-hours\" target=\"_blank\">non-billable<\/a>, hourly, <a href=\"https:\/\/everhour.com\/blog\/projects-get-a-fixed-fee-billing-method\/\" target=\"_blank\" rel=\"noreferrer noopener\">fixed fee<\/a>);<\/li><li><strong>Project Budget<\/strong>: filters the report by your projects&#8217; budgets (total project hours, total project fees);<\/li><li><strong>Members<\/strong>: here you can choose the team roles whose data you&#8217;d like to see on reports (admins, supervisors, members, limited members);<\/li><li><strong>Tasks<\/strong>: here you can filter your report by word or word combinations from your tasks&#8217; names, due date, status, and type;<\/li><li><strong>Time<\/strong>: allows you to choose the duration of time entities and the types of time displayed on the reports (billable\/ non-billable, invoiced\/ uninvoiced, greater or less then \u2026 );<\/li><li><strong>Estimate<\/strong>: filters your report by the specified duration of task estimates (greater or less than \u2026 ).<\/li><\/ul>\n\n\n\n<p>We&#8217;d love to know what you think of this update. Please send your feedback at ask@everhour.com<\/p>\n\n\n\n<style type=\"text\/css\">\n\t#everhour-advanced-banner-block_609d2cae67cd1 {\n\ttext-align:left;\n\tbackground-color:#fff5f3;\n\tbackground-position:right bottom;\n\tbackground-repeat:no-repeat;\n\tbackground-size:contain;\n\tbackground-image: url(https:\/\/everhour.com\/blog\/wp-content\/uploads\/2020\/12\/conversion-block-1@2x.png);\n}\n#everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__title {\n\tcolor:#333333;\n\ttext-align:left;\n}\n#everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__subtitle {\n\tcolor:#7c7c7c;\n\ttext-align:left;\n}\n#everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__cta {\n\ttext-align:left;\n}\n#everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__cta .button {\n\tborder-color:#e8585a;\n\tbackground-color:#e8585a;\n\tcolor:#FFFFFF;\n\tbox-shadow:0 3px 10px 0 rgba(238, 92, 87, 0.51), inset 0 3px 20px 0 rgba(238, 92, 87, 0.3);;\n}\n#everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__cta .button:hover, #everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__cta .button:active, #everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__cta .button:active:hover {\n\tbackground-color:rgba(255,255,255,0);\n\tcolor:#e8585a;\n\tbox-shadow:button_hover_shadow;\n}\n#everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__cta .button:active {\n\ttransform:translateY(2px);\n}\n@media (max-width: 480px) {#everhour-advanced-banner-block_609d2cae67cd1 {background-image: initial;}}<\/style>\n\n<div class=\"everhour-advanced-banner-container\">\n\t<div id=\"everhour-advanced-banner-block_609d2cae67cd1\" class=\"everhour-advanced-banner banner-style-horizontal button-style-lash\">\n\t\t<div class=\"everhour-advanced-banner__content\">\n\t\t\t\t\t\t\t<div class=\"everhour-advanced-banner__title\">Always stay on top with Everhour<\/div>\n\t\t\t\t\t\t\t\t\t\t<div class=\"everhour-advanced-banner__subtitle\">Estimate tasks, set budgets, track time, and<br>customize reports, invoices, and audits &#8211; easily and<br>quickly!<\/div>\n\t\t\t\t\t\t\t\t\t\t<div class=\"everhour-advanced-banner__cta\">\n\t\t\t\t\t<a href=\"https:\/\/everhour.com\/tour\" class=\"button button--lg button--solid action-button\" type=\"button\" target=\"_blank\">\n\t\t\t\t\t\tStart time tracking!\t\t\t\t\t<\/a>\n\n\t\t\t\t\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"21\" height=\"42\" viewBox=\"0 0 21 42\"><g fill=\"none\" fill-rule=\"evenodd\"><g fill=\"#e8585a\">\n\t\t\t\t\t\t<path d=\"M210.6 174.792c.347-.21.627.01.936.16 2.852 1.383 5.205 3.413 7.392 5.661.503.517.904 1.096 1.072 1.824.087.377.478.73.018 1.109-.505.415-.922.106-1.316-.187-1.238-.919-2.465-1.852-3.697-2.78-.876-.65-1.73-1.328-2.62-1.957-1.034-.73-2.005-1.461-1.93-2.933.015-.316-.248-.659.145-.897zm1.924-13.103c-.114-.65.046-.87.645-.79 3.098.413 6.23.233 9.334.553 1.429.147 2.838.361 4.07 1.172.369.257.648.59.912.936l.314.418.161.207c.246.306.389.543.17.886-.213.332-.474.575-.923.496-.777-.137-1.555-.281-2.338-.375-3.02-.362-6.049-.672-9.066-1.069-1.503-.197-2.948-.543-3.28-2.434zm11.358-19.193c1.025-.282 1.41.91 2.285 1.01.124.015.026.336-.063.507-.151.292-.468.495-.48.92.335.106.513-.038.696-.166.201-.14.382-.48.657-.235.265.235.122.585-.02.838-.163.287-.389.552-.629.783-.895.866-2.051 1.083-3.221 1.184-3.752.325-7.514.457-11.277.569-1.811.054-1.924-.038-2.602-1.613-.66-1.53-.66-1.531 1.053-1.838.296-.053.595-.09.892-.147 1.402-.268 2.82-.432 4.24-.573l1.706-.165c2.274-.218 4.544-.464 6.763-1.074z\" transform=\"translate(-208 -142)\"\/>\n\t\t\t\t\t\t<\/g><\/g><\/svg>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>This time we decided to add new filters to our reports and also re-work the UI a little. Let&#8217;s take a look at how it worked out! UI Changes Previously, each filter has its own tab on the report builder. Now all of them are located under the Filters tab. By default, there are 2 [&hellip;]<\/p>\n","protected":false},"author":20,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_daextam_enable_autolinks":"1","footnotes":""},"categories":[131],"tags":[143],"class_list":["post-15113","post","type-post","status-publish","format-standard","hentry","category-product-updates","tag-product-update"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Reports: New Filters and UI Changes &#8211; Everhour Blog<\/title>\n<meta name=\"description\" content=\"In this release, we are introducing the updated UI on the reports page and some new filters for your Everhour reports.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/everhour.com\/blog\/reports-new-filters-and-ui-changes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Reports: New Filters and UI Changes &#8211; Everhour Blog\" \/>\n<meta property=\"og:description\" content=\"In this release, we are introducing the updated UI on the reports page and some new filters for your Everhour reports.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/everhour.com\/blog\/reports-new-filters-and-ui-changes\/\" \/>\n<meta property=\"og:site_name\" content=\"Everhour Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/everhour\/\" \/>\n<meta property=\"article:published_time\" content=\"2021-04-16T11:02:55+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-04-11T14:01:20+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.39.04.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1860\" \/>\n\t<meta property=\"og:image:height\" content=\"984\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Dan Nagornov\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@everhour\" \/>\n<meta name=\"twitter:site\" content=\"@everhour\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Dan Nagornov\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/everhour.com\/blog\/reports-new-filters-and-ui-changes\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/everhour.com\/blog\/reports-new-filters-and-ui-changes\/\"},\"author\":{\"name\":\"Dan Nagornov\",\"@id\":\"https:\/\/everhour.com\/blog\/#\/schema\/person\/4e4423765477af97931a747644595a17\"},\"headline\":\"Reports: New Filters and UI Changes\",\"datePublished\":\"2021-04-16T11:02:55+00:00\",\"dateModified\":\"2023-04-11T14:01:20+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/everhour.com\/blog\/reports-new-filters-and-ui-changes\/\"},\"wordCount\":372,\"publisher\":{\"@id\":\"https:\/\/everhour.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/everhour.com\/blog\/reports-new-filters-and-ui-changes\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/04\/Screen-Shot-2021-04-16-at-10.39.04-1024x542.png\",\"keywords\":[\"product-update\"],\"articleSection\":[\"Everhour Updates \ud83d\udce2\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/everhour.com\/blog\/reports-new-filters-and-ui-changes\/\",\"url\":\"https:\/\/everhour.com\/blog\/reports-new-filters-and-ui-changes\/\",\"name\":\"Reports: New Filters and UI Changes &#8211; 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