Core Feature

Reports & Analytics
for Freelancers

Most freelancers are flying blind. They know how much they invoiced last month but not how many hours that took, which clients are actually profitable, or whether the business is growing. Builtomate's Reports pull your time, income, and expenses together into clear dashboards that show you the numbers that matter.

Free plan included · No setup required · Cancel anytime

The Problem

Sound familiar?

Most freelancers deal with these frustrations every week. Reports & Analytics in Builtomate fixes all three.

No idea which clients or projects generate the most revenue — versus which ones consume the most of your time

Income feels unpredictable — some months are great and you can't identify what you did differently to repeat it

You're putting in more hours but not earning more — and have no data to show you exactly where your time is going

Capabilities

What's inside

Every tool you need for reports & analytics, without the learning curve.

Revenue Dashboard

See total revenue by month, quarter, or year. Compare periods side-by-side and spot growth trends. Filter by client or project to see exactly where your income is coming from.

Time Reports

See hours logged by project, client, or team member. Identify your most time-intensive clients and compare against what they pay — the single most powerful insight for raising your rates intelligently.

Profit & Loss View

Combine your revenue and expenses in one view to see true business profit. Know your margins per project and per period — not just gross revenue. Run a real business, not just a billing operation.

Workflow

How it works

Get up and running in minutes. No training needed.

1

Track everything

Log time, create invoices, and record expenses as you work. Reports are only as good as the data feeding them — Builtomate makes the inputs effortless.

2

Open reports

Navigate to Reports from your sidebar. Pick a date range — last month, last quarter, custom. Filter by client or project if you want to drill in.

3

Make better decisions

See which clients are your best, where your hours are going, and whether your rates cover your costs. Use the data to raise rates, drop bad-fit clients, and grow intentionally.

Reports & AnalyticsExport CSVRevenue (MTD)$9,200↑ 18%Hours Logged148hAvg $62/hrNet Profit (est.)$7,350After $1,850 expensesRevenue by MonthSepOctNovDecJanFebTop client: Acme Corp · $4,100 · 58h · Best marginWorst ROI: BrandCo · $1,200 · 42h · Consider repricing

Built into Builtomate — no extra app, no integrations needed

Getting Started

Tips for getting the most out of Reports & Analytics

Practical advice from freelancers who use Builtomate every day.

1

Check your revenue report at the start of every month — not just total income, but hours-per-dollar by client. This one metric will show you exactly who to prioritize and who to reprice.

2

Run a quarterly profit review: revenue minus expenses. If you're grossing $8k but spending $2k on tools, travel, and subcontractors, you need to know your $6k net to make smart pricing decisions.

3

Use the time report to find your most time-intensive projects. If your hourly rate on Project A is half of Project B, that's data for your next rate conversation.

4

Filter the revenue report by client before your annual rate review — clients who account for 40%+ of revenue give you leverage; clients who are both high-revenue and low-hours are your VIPs.

5

Export a year-end report before January 31 and send it to your accountant. It takes 2 minutes and saves hours of reconciliation.

360°
business view
Revenue, time, and expenses in one dashboard
Any
date range
Filter reports by month, quarter, year, or custom range
Export
to CSV
Every report exportable for your accountant or records

FAQ

Common questions about Reports & Analytics

Reports pull from your time entries, invoices, and expenses. You get revenue by period (month/quarter/year), hours logged by project and client, expense breakdowns by category, and a combined profit view. All data is filtered to your workspace — no cross-account data.
Yes. You can filter any report by client, project, or date range. This lets you see exactly how much a specific client has paid you vs how many hours they've taken — the core insight for smart rate-setting.
Yes. Every report can be exported as a CSV with one click. Share with your accountant, import into a spreadsheet, or archive for your records. The export includes all the columns shown in the report view.
Core reports — revenue, time, and expenses — are available on the free plan. Advanced analytics and extended date-range comparisons may require Pro. All the data you need to make smart business decisions is accessible on the free plan.

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While you're here

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Free plan included · No setup · Cancel anytime