Reports FAQ

Pick a template to get a head start, then adjust it. Templates are available to Managers and Owners.

How can I create an overtime report?

Use the Team Utilization template, which has a Timesheets overtime column. Open Reports, click +, choose Team Utilization and click Create from template. The report has a table with booking time, availability, timesheet time, vacations, utilization and Timesheets overtime for each person, plus a bar chart of utilization per person. Move or remove columns, and add custom values and calculations, with the table's metrics menu.

How can I check the utilization of each team member?

Use the same Team Utilization template. The Bookings utilization % column shows booked time divided by available time for the period you choose. For a quick view of the current week, see Evaluate team utilization.

How do I quickly see who is assigned to a project and for how much time?

Use the Projects & Team overview template. Open Reports, click +, choose Projects & Team overview and click Create from template. The tables list projects and people with their booking time and timesheet time. To see people first, open the grouping panel of a table and drag People above Projects.

How can I track a project budget?

Use the Revenue Forecast template. Open Reports, click +, choose Revenue Forecast and click Create from template. It compares the budget of your projects with hourly rates and the project total budget to show profit. You can remove columns and add custom values and calculations.

Where can I learn more about customizing a report?

In two articles: Customize your reports for metrics, filters, grouping and chart settings, and Create, save and share reports for sharing.