Create and manage reports

Create and manage reports

Learn how to create and manage reports that collect data from budgets, people, and time. 

Resource Management reports overview

Analytics & Reports collect data from budgets, people, and time.

Sample reports

Sample Resource Management unconfirmed time entries report

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

Sample Resource Management project budget status report

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

Sample Resource Management hours summary report

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

Sample Resource Management forecast time or fees reports

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

Create reports

Create time and fees reports

Time and 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.

Create a utilization report

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

Create a scheduled hours report

You can export the data into a pivot table to display the scheduled hours per person within a project.

Create a leave report

Leave report shows you all leave incurred (already taken), difference (unplanned and taken leave), and future scheduled (planned on the s

Create a report for incomplete timesheets

You can create reports for unconfirmed and confirmed time.  

Navigate reports

Filter reports by approval status or approver

Use approval-based filters to view time entries based on their associated approver or approval status....

Column inputs and formatting

Learn about the column inputs and formatting when you download reports.

Include today's hours in incurred hours in reports

You can choose if you want your incurred hours and amounts include past days only or past days and today.

Use filters on reports

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

Pivot table report settings

You can export data from Resource Management and use it to create pivot table reports.

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

Unlock a time or expense report

Unlock an approved time report to edit it.

Export reports

Print or save a Resource Management report as a PDF

Resource Management automatically formats your reports so they're print or PDF-friendly.

Save Resource Management reports

Save your reports and go back to them whenever you need to.

Share Resource Management reports

Share reports to keep your team informed about who's working on what and when.

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 E