Reports Overview

Applies to

Resource Management

Analytics and Reports collect data from budgets, people, and time, and allow you to group and filter that data into reports that help answer questions like:

  • Was my project profitable?
  • Where and why did we go over budget?
  • How would we run this project differently next time?

Use Analytics & Reports to make more informed decisions for your company.

You can create and save frequently-used reports to quickly see what’s going on in your account. Access your saved reports from your Personal Page or the Analytics Page.

 Analytics Page

Analytics

The Analytics displays an overview of active projects with color-coded project bars and forecasted budgets. this page also displays who is available in the next two weeks.

The Analytics page lists saved reports, accessible to those with the appropriate access level.

Reports

To create a new report, click New Report on the Analytics page.

A report has four components:

  • Report View: Select the data you want to view. Choose between Time + Fees, Budgets, Utilization or Expenses.

  • Time Frame: Choose from preset time frames or set a custom date range.

  • Group By: How you want to group your data. For example, you can group data by team member, project, or client. You can set a secondary grouping as well. For example, you can first group the data by project and then group by team member to see who is working on which projects and how much they are allocated.

  • Show: Choose what data to display. By default, Resource Management shows all data for all projects. You can choose to only include information from one project or one team member.

Once you have made your selections, click Run Report.

Depending on your account’s incurred period, report data can include past days and today, or past days only (making “today” considered “future scheduled” time).

The reports section works like a PivotTable in Excel. Group and filter the data as needed using pivots.

Report Types

There are four types of reports:

Select a report type under the “View” section of the left column.

Reports menu

Reports allow you to drill into details about specific people, departments, or day-to-day details on time or fees on a project.

Learn how you can get the data you need in reports, and how you can export that data to create your own reports outside our tool:

Managing Large Reports

Reports with very large amounts of data can take several minutes to process. Verify the view, date range, grouping, and filters are set correctly before running the report; this will remove unnecessary calculations and improve overall performance. If you attempt to load too many large reports in quick succession, you may encounter a Several large reports processing warning.

In some instances, if the report requested has too much data (millions of time entry records) and will take more than 5 minutes to process and load, you may encounter a Report is too big to load warning. If you encounter this warning, you will need to reduce the scope of the report and retry. 

If you don’t want to reduce the scope of your report, you can receive the data via email. 

Click Request Underlying Data to receive a link to a Comma Separated Value (CSV) file containing the complete dataset. It may take up to 24 hours to receive the CSV download link email, depending on report scope and system load.

Request Underlying Data is not available for utilization reports.

To limit the scope of your report, do one or more of the following:

  • Select a shorter date range. Select one of the shorter predefined date ranges (such as last 30 days) or choose a custom date range that more accurately reflects the dates you are interested in.
  • Use filters to limit included projects. Select a specific project, client, project type (such as confirmed or tentative), or other property that defines the set of projects you are interested in.
  • Use filters to limit people in the report. Select a specific discipline or role or location.