Reporting for bexio

Hours reports straight out of bexio

The time your team records in bexio becomes consistent PDF hours reports for projects, employees and the whole company – simple, fast and clear.

The mReport work report dashboard with the hours donut, the trend by client service, the hours table and the hour budget with its balance and progress bar, built from bexio time

Why mReport

An end to hand-built hours reports

bexio records time very well – but the analysis, and the report the client actually sees, usually stay handwork in Excel. That is exactly where mReport starts: bexio reporting for teams who have to do something with their hours, not only record them. Instead of rebuilding a spreadsheet every month, the bexio hours report is ready immediately – consistent, reusable, and with no copy-paste.

Time is still recorded only in bexio. mReport reads the time entries, measures them against your rules for expected hours, holidays and vacation, and turns them into dashboards and PDF reports. Your data in bexio is left unchanged.

What mReport takes off your hands:

  • Hour balances for projects and employees, calculated for you
  • Consistent, readable PDF reports instead of home-made spreadsheets
  • Vacation, public holidays and expected hours counted correctly
  • Your data in bexio stays unchanged – mReport only ever reads

In 3 steps

How it works

  1. 1

    Connect bexio

    Sign up and connect mReport to your bexio account. The time you have already recorded is available straight away. You need a bexio account with projects and time tracking – available from the bexio Optima plan upwards.

  2. 2

    Configure a report

    Decide once which projects, client services and employees are counted – and under which rules for expected hours, vacation and public holidays.

  3. 3

    Export the report as a PDF

    Pick the period, check the figures on the dashboard and export the finished hours report as a PDF – ready for a client or for your own records.

Your reports

Four reports for the whole picture

mReport is your team's bexio reporting: four reports built on the same bexio hours, each answering the question you happen to have in front of you.

Work reports

The client-ready report per engagement – with an hour budget, the balance left and the effort per client service. Billable, non-billable and internal hours stay cleanly apart.

Project reports

Where a bexio project stands – estimate against booked hours, budget and the hourly rate actually achieved, broken down by work package and by person.

Employee reports

Hours, overtime and undertime, vacation and public holidays per person – with an expected-versus-actual comparison, a calendar heatmap and a multi-year balance. Go to employee reports.

Missing a report type? Write to us

Export

Consistent PDF reports at the touch of a button

Every report follows the same clear layout and exports as a PDF – with your company logo, the recipient, the period, charts and tables. Every hours report out of bexio looks professional and recognisable, whether it goes to a client, to the team or to management.

If you have only been recording time so far and have never analysed it, analysing bexio time tracking is the place to start.

There is nothing to tidy up afterwards: the PDF is a finished document, not a data export that still has to go through Excel or Word. Which plan fits your team is on the pricing page.

Frequently asked questions

Answers to a few common questions.

What is mReport?

mReport is a reporting tool for bexio users. It turns the time you record in bexio into consistent, readable hours reports – for projects, employees and the whole company – and exports them as PDFs.

Do I need a bexio account?

A bexio account is a prerequisite – and one that includes projects and time tracking. Those modules are available from the bexio Optima plan upwards; on smaller plans the underlying data for the reports does not exist. You go on recording in bexio as usual, and mReport does the analysis.

Is my bexio data changed?

Your bexio data is left unchanged. mReport only reads the time entries and calculates the reports from them – nothing is written back.

Which companies is mReport for?

For teams who record their time in bexio and have to make regular sense of it – typically SMEs, agencies, IT service providers and consultancies with several employees and ongoing client projects.

Is mReport a time-tracking tool?

No, and that is deliberate. Recording stays in bexio; mReport is the analysis and reporting layer on top. So there is no double entry, and no second source of data that can drift.

Can I pass the reports on to clients?

The work report is made for exactly that: it exports as a cleanly laid-out PDF and can be handed on as it is – with the hour balance against budget, the effort per client service and an optional disclaimer. The project report is client-ready too, when you want to show where a project stands against its estimate.