Reports and Dashboards

Reports and Dashboards

Reports Overview

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...

View Hours Incurred from Today in Report

If hours your team is tracking today do not impact Incurred hours and amounts in reports, this is likely because your account’s incurred period is set...

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: Unconfi...

Save and Share Reports

Once you have created a report you can share it with people on your team. In the upper right corner of the reports you will see a Share button....

Report Examples

Reports allow you to gain insights on forecasting needs, project budgets and an understanding of who is working on what and when....

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:...

Hours Summary Example Report

Hours Summary by Department View: Time & Fees: Hours Time Frame: Last Month First Group By: Discipline Then Group By: Team Mem...

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...

Filter Data in Reports

Filtering a report allows you to just show specific items in a data set, like data for just one project or just one discipline....

Export Data from Reports

You can export information out of your account from the Reports page. On the upper right corner in Reports, there is an Export link....

Create Time and Fees Reports

Time + Fees Reports show project progress and compares your actuals to what was scheduled....

Create an Expense Report

Expense Reports shows non-labor related project costs. For example, costs incurred when hiring outside vendors, ordering prototypes, or travel costs....

Create a Utilization Report

Utilization Reports show billing efficiency for a person, department, or the organization within a defined time frame....

Create a Scheduled Hours Report

There is not a way to see scheduled hours per person within a project in the reports....

Create a Probability of Winning Report

Enable Custom Fields Create a Custom Field in Account Settings > Project Custom Fields....

Create a Leave Report

Navigate to the Analytics tab and click New Report Run a Time & Fees report (you can choose if you want to show the data in hours or days) ...

Create a Budget Report

Project Budget Reports provide an overview of how much time or money has been incurred on a project and how much remains....

Calculate Utilization by Project

To see utilization by project, filter the utilization report to only show utilization for a particular project or project type....