Reports and Dashboards
Monitor performance, utilization, billing, leakage, and delivery health.
Reports and Dashboards
Reports and dashboards help teams monitor delivery, financials, utilization, and operational performance.
Navigation
- Reports: /reports
- New report: /reports/new
- Dashboards: /dashboards
- Analytics: /analytics
- Leakage Radar: /economics/leakage
Open Reports from the main sidebar. This is separate from the home Dashboard.
Reports
/reports groups system and custom reports. Common areas include:
- Foundational and portfolio.
- Agile.
- Time.
- Financial.
- Service desk.
- Custom reports.
A report viewer can show a table, pivot, or chart. You can filter by date and team, compare periods, export, schedule delivery, set metric alerts, and capture a baseline.
Exports include CSV, PDF, and XLSX.
Build a Report
- Open /reports/new.
- Choose a data source.
- Pick structure, filters, and visualization.
- Add a name and save.
- Open the report to run it, schedule it, or capture a baseline.
Dashboards
Custom dashboards live at /dashboards. Visibility can be personal, team, or organization. You can start from a template.
| Widget | Use it for |
|---|---|
| Card | Track a single metric. |
| Chart | Compare values over time or groups. |
| Table | Review detailed rows. |
| Section | Group widgets with a heading. |
Analytics
/analytics is a command center with tabs for Overview, Projects, Team, Agile, and Clients.
Use it for portfolio attention, margin, and workload views that are not a single saved report.
Access depends on financial reporting permissions.
Leakage Radar
/economics/leakage highlights revenue that has not been billed yet:
- Unbilled time.
- Unbilled expenses.
- Uninvoiced milestones.
- Support overage.
Age buckets are 0–30, 31–60, 61–90, and 90+ days.
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.
Schedule a Report
- Open the report.
- Add a schedule for daily, weekly, or monthly email.
- Confirm recipients and save.
Capture a Baseline
- Open the report.
- Use Capture baseline.
- Compare planned, baseline, and actual later on the same report.
Review Leakage
- Open Leakage Radar.
- Review unbilled time, expenses, milestones, and support overage.
- Open the underlying records and invoice what is eligible.