Reports

Reports

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

In the upper right corner of the report, click Share. Copy and paste the URL from the popup into a message to your team member(s)....

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...

Use Filters on Reports

You can apply filters to narrow the scope of the information in a report....

Export Data from Reports

You can export data from the Reports page for use in invoicing, importing into other tools, or for custom reports using pivot tables in Excel....

Create Time and Fees Reports

Time & Fees Reports show project progress and compares your actual time and fees to scheduled time and fees....

Create an Expense Report

Expense Reports show 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

Reports won't show you scheduled hours per person within a project....

Create and Use Custom Fields

Custom fields allow you to create reports on project or people attributes that don't exist by default in Resource Management....

Create a Leave Report

Go to Analytics. In the top right, and click New Report. On the left sidebar under View, click Time & Fees and select Hours or Days....

About Budget Reports

Budget Reports show 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....