Reports and invoices

Review tracked work, then follow it through billing

ZMorning's Overview dashboard turns tracked time, tasks, contract hours, and billing rates into practical summaries. Invoices are created automatically from eligible tracked work after an employee's configured billing period closes, so managers can review the result instead of rebuilding it by hand.

Where are reports in ZMorning?

Use Overview for reporting. It contains date, employee, and project filters; billing and time totals; productivity and task summaries; project-hour charts; and an employee comparison table. The manager view also provides Invoices for reviewing automatically generated billing records.

Choose the right place for the question

Overview

Understand work and performance

  • Review tracked hours and estimated earnings or bill.
  • Compare productivity with assigned weekly contract hours.
  • Read task status, project-hour trends, and employee summaries.
  • Change the date range and the available employee or project filters.

Invoices

Review completed billing periods

  • Check the latest automatic invoice run and its result.
  • Filter records by billing-period dates and status.
  • Search by employee, update status and payment method, or download a PDF.

Know what each view can access

Manager view, shown as Client in ZMorning

Review the linked team and invoices

Overview can show all linked employees or one selected employee. The employee selector is available here, and the Invoices page is restricted to this view.

Employee view, shown as Employee in ZMorning

Review your own reporting data

Overview is limited to the signed-in employee's records for the selected employer. There is no team employee selector, and the manager's Invoices page is not available.

Understand what the Overview filters change

Date range
Limits tracked-time calculations and project-hour charts to the selected dates. It also supplies the range used for productivity capacity.
Employee
In the manager view, shown as Client in ZMorning, limits tracked time, billing, productivity, tasks, charts, and the employee table to one linked employee.
Project
Limits the visible project-hour series and task figures. It does not currently limit the headline tracked-time, billing, or productivity figures.

Read the figures using their real inputs

Tracked hours

Each stored ten-minute slot contributes ten minutes, including automatically tracked and manually added time.

Productivity

Tracked time is compared with weekly contract hours over the selected date range. It is not a keyboard or mouse activity score.

Earnings or bill

Tracked duration is valued with the applicable employee hourly-rate history. Weekly contract hours do not create or cap billable time.

Follow tracked work into an invoice

  1. Set the employee's billing details

    In the manager view, shown as Client in ZMorning, confirm the hourly rate, currency symbol, and configured billing cycle for the employee.

  2. Record eligible time

    Desktop and manual ten-minute slots contribute to billing for that employee and employer, even when a slot has no task.

  3. Let the billing period close

    ZMorning checks automatically every 24 hours and creates a Pending invoice when a completed period contains uninvoiced tracked work.

  4. Review and maintain the record

    Open Invoices to confirm the employee, period, hours, rate, amount, and currency, then update its status and payment method as needed.

Account for history limits

Free plan

Work with recent history

Overview is limited to the latest 14 days. Invoices shows and allows management of the latest five invoice records.

ZMorning Pro

Review longer history

Use longer Overview date ranges, the full invoice history available to the account, and invoice comparisons with the preceding equivalent period.

Pro

Reports & Invoices guides

Start with Overview filters, then use the focused guides to interpret results and understand automatic billing.

1 View and Filter Reports Use Overview's date, employee, and project filters without assuming that every figure follows the same scope. 2 Understand Time and Activity Reports Read tracked hours, earnings or bill, productivity, tasks, project trends, and employee comparisons accurately. 3 Review and Manage Work Invoices Understand automatic invoice creation, then filter, search, update, and download available invoice records. 4 Understand Invoice Amounts and Billing Cycles See how ten-minute slots, rate history, billing cycles, currency symbols, and period coverage produce invoice totals.

Reporting and billing are ready when

  • The selected date, employee, and project scopes are understood before figures are compared.
  • Productivity is read as tracked time against contract capacity, not as input activity or work quality.
  • Each employee has the intended hourly rate, currency symbol, and billing cycle.
  • Tracked slots appear under the correct employee and employer before the billing period closes.
  • Pending invoices are reviewed before their status and payment method are changed.