10,000ft Report Examples

Reports allow you to gain insights on forecasting needs, project budgets and an understanding of who is working on what and when. Here are some examples of reports you can create in your account.

Project Budget Status Example Report

Project Budget Status by Phase

  • View: Time & Fees: Amounts

  • Time Frame: Custom Date Range

  • First Group By: Project

  • Then Group By: Phase Name

  • Show: Project: Project Name / Client: Project Client

Project phase status report

Project-specific reports can be accessed via a quick report link from below the Status on the Project Page.

Client Budget Status

  • View: Budget: Amounts

  • Time Frame: This Year

  • First Group By: Client

  • Then Group By: Project

  • Show: Client: Fulcrum

Budget status for specific client

Project Expense Budget

  • View: Expenses

  • Time Frame: Custom Date Range

  • First Group By: Project

  • Then Group By: Team Member

  • Show: Project: Project Name / Client: Project Client

Project expense report

Project Status

  • View: Budget: Amounts
  • Time Frame: Custom Date Range
  • First Group By: Project
  • Then Group By: Team Member
  • Show: Project: Project Name / Client: Project Client

Project budget status report

Forecast Time or Fees Example Report

Revenue Forecast by Department

  • View: Time & Fees: Amounts & Hours

  • Time Frame: Next 30 Days

  • First Group By: Discipline

  • Then Group By: None

  • Show: Project Type: Confirmed

30 day revenue forecast by department

Revenue Forecast by Client & Project

  • View: Time & Fees: Amounts & Hours
  • Time Frame: Next 30 Days
  • First Group By: Client
  • Then Group By: Project
  • Show: Everything

 30 day forecast of clients and projects

Weekly Forecast

  • View: Time & Fees: Hours

  • Time Frame: This Year

  • First Group By: Week

  • Then Group By: None

  • Show: Entry Type: Future

Forecasted hours per week

Forecasted Hours for People

  • View: Time & Fees: Hours

  • Time Frame: This Year

  • First Group By: Week

  • Then Group By: Team Member

  • Show: Entry Type: Future

Forecasted Availability

Unconfirmed Time Entries Example Report

  • View: Time & Fees: Hours

  • Time Frame: Last Week

  • First Group By: Entry Type

  • Then Group By: Team Member

  • Show: Entry Type: Unconfirmed

 Lat week's unconfirmed time

Hours Summary Example Report

Hours Summary by Department

  • View: Time & Fees: Hours

  • Time Frame: Last Month

  • First Group By: Discipline

  • Then Group By: Team Member

  • Show: Everything

 Hours by department last month

Team Leave Report

  • View: Time & Fees: Hours

  • Time Frame: This Year

  • First Group By: Leave Type

  • Then Group By: Team Member

  • Show: Leave Type: Parental leave, Sick, Vacation, etc

Leave report

Non-Billable Incurred Hours by Department

  • View: Time & Fees: Hours

  • Time Frame: Last Month

  • First Group By: Discipline

  • Then Group By: Team Member

  • Show: Project Type: Internal

Last month's non-billable time by department