Reports and Dashboards
Monitor performance, utilization, billing, and delivery health.
Reports and Dashboards
Reports and dashboards help teams monitor delivery, financials, utilization, and operational performance.
Navigation
- Reports: /reports
- Dashboards: /dashboards
Dashboards
Dashboards show visual summaries and key metrics. They may include widgets for:
- Project performance.
- Open and overdue work.
- Utilization.
- Revenue and billing.
- Time tracking.
- Expenses.
- Approvals.
Dashboard Widget Types
| Widget | Use it for |
|---|---|
| KPI | Track a single important metric. |
| Trend | Compare performance over time. |
| Table | Review detailed records or exceptions. |
| Breakdown | Compare grouped values such as status, account, or team. |
Reports
Reports provide deeper analysis and exports. Access depends on permissions.
Common report areas include:
- Project performance.
- Financial reporting.
- Utilization.
- Time tracking.
- Custom reports.
Common Filters
Reports commonly support filters such as date range, account, project, team, owner, status, billable state, approval state, and module type.
Common Workflows
Review Performance
- Open Reports or Dashboards.
- Select the relevant report.
- Apply filters such as date range, project, account, or team.
- Review trends and exceptions.
- Export if needed.
Build a Custom View
Use filters, grouping, sorting, and columns to create a reusable view when available.
AI Copilot Tips
Try asking:
- "Show project health by status."
- "Why did logged hours change this month?"
- "Summarize invoice aging."
- "Which team members are most utilized?"