Harvest reports
and dashboards
Bring your Harvest data into Filament. Create dashboards, build reports and explore your questions in plain English.
Your Harvest data, connected.
Harvest tracks time entries and project budgets, but understanding which clients are most profitable or how billable utilization affects cash flow requires connecting to your invoicing and accounting tools.
Filament links your Harvest data to platforms like Xero and your CRM, turning questions about project profitability, resource allocation, and revenue forecasting into instant business intelligence.
Data we sync
Time EntriesExample fields: User id, Project id
Track billable and non-billable hours with user_id, project_id, task_id, hours, billable_rate, and notes for detailed utilization analysis.
user_idproject_idtask_idhoursbillable_rateis_billablespent_date
ProjectsExample fields: Client id, Budget
Analyze project performance with budget, budget_by, is_billable, bill_by, hourly_rate, cost_budget, and fee for profitability tracking.
client_idbudgetbudget_byis_billablebill_byhourly_ratecost_budget
ClientsExample fields: Name, Currency
Track client relationships with name, currency, address, and is_active to analyze revenue concentration and client profitability patterns.
namecurrencyis_activeaddress
InvoicesExample fields: Client id, Amount
Monitor cash flow with amount, due_amount, tax, tax2, discount, state, issue_date, due_date, and payment_term for revenue forecasting.
client_idamountdue_amountstateissue_datedue_datepaid_date
TasksExample fields: Name, Billable by default
Understand work breakdown with name, billable_by_default, default_hourly_rate, and is_active to see which task types drive revenue.
namebillable_by_defaultdefault_hourly_rateis_active
User AssignmentsExample fields: User id, Project id
Track resource allocation with user_id, project_id, is_project_manager, hourly_rate, and budget to optimize team utilization across projects.
user_idproject_idis_project_managerhourly_ratebudget
ExpensesExample fields: Project id, Expense category id
Analyze project costs with project_id, expense_category_id, total_cost, units, receipt, and notes to calculate true project margins.
project_idexpense_category_idtotal_costunitsis_billablespent_date
EstimatesExample fields: Client id, Amount
Compare quoted work to actuals with amount, tax, tax2, discount, state, issue_date, and accepted_at for proposal accuracy analysis.
client_idamountstateissue_dateaccepted_at
Harvest works well with
Xero
Connect Harvest time entries with Xero invoices and expenses to see true project profitability, comparing billable hours against actual costs and payment timing.
Salesforce
Connect Harvest project data with Salesforce opportunities to analyze how sales pipeline affects resource allocation and which deal types require the most delivery hours.
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whole picture.
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Your questions, answered.
How do I connect Harvest?
This connection uses Fivetran.
You need an active Harvest account that can create personal access tokens. Filament manages the destination for you.
- Sign in at Harvest ID and open Developers.
- Under Personal access tokens, select Create new personal access token. Name it, create it and copy the token.
- Open Apps in Filament and add Harvest.
- Paste the token, select Save & Test, then return to Filament and complete setup.
How far back does Filament sync Harvest data?
Filament syncs your complete Harvest history, including all time entries, projects, invoices, and expenses from day one. This lets you analyze year-over-year trends, compare project profitability across years, and build a kpi dashboard tracking long-term utilization patterns.
Can I connect multiple Harvest accounts to Filament?
Yes. Agencies and consultancies managing multiple Harvest accounts can connect each one separately to Filament. This lets you analyze billable utilization across all clients or compare project profitability between different business units in a single reporting dashboard.
Does Filament track changes to Harvest time entries and invoices?
Filament syncs updates to your Harvest data regularly, capturing edits to time entries, invoice payments, and project budgets. You can ask questions about current billable rates, outstanding invoice amounts, or this month's utilization without manually refreshing data.
Can I see which projects are over budget or behind schedule?
Yes. Filament compares actual hours logged and expenses incurred against project budgets and estimates. Ask about projects exceeding their cost budget, clients with the highest budget variance, or which task types consistently run over estimate for better business analytics.
Which Harvest KPIs can I track?
Billable time share: billable hours divided by total tracked hours. Budget usage: tracked hours or costs compared with the project’s corresponding budget. Project margin: recorded revenue less recorded costs; missing rates or expenses make this incomplete.