The Problem
Fourfront was already capturing time spent per task in Notion, but they did not have a reliable monthly overview.
They needed reporting that answers, at a glance:
- How many hours were spent this month per client (e.g., December to date).
- How many hours were spent this month per employee, using the Assignee field.
The Solution
I built a clean reporting layer on top of their existing setup so they can see employee time totals per month (and client totals per month) without changing how the team logs time.
Key outcomes delivered:
- Monthly totals per client, driven from tasks completed within the month.
- Monthly totals per employee, based on the Assignee property.
- A clear set of reporting views so the team can review “this month” performance quickly.
The Process
- Audited the existing tracking setup
- Confirmed time was logged at the task level (one task per time entry).
- Confirmed every task is linked to a client.
- Confirmed the Assignee field represents the employee whose time should be attributed.
- Standardized the reporting logic for monthly totals
- Used the task Done Date as the reference date to attribute hours to the correct month.
- Ensured only completed work is counted in the month totals.
- Built monthly reports per client and per employee
- Created calculated reporting views that aggregate total hours by month using advanced Notion Formulas.
- Structured the views so it is easy to answer questions like “Client X total hours in December” and “Employee Y total hours in December.”
- Delivery + walkthrough
- Recorded a short walkthrough video to show how the monthly reports work and how to use them day to day.
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