Reports

Project, task and time reports

See which projects are on track, who has the most open work, and where your team's hours go.

These reports show how your delivery work is going. Open Reports and select a report under Productivity.

The reports

ReportWhat it showsFilters
Project StatusProjects by status, and how many are overdueNone
Task SummaryTasks by status, priority and assigneeDates
Time TrackingHours logged by project and person, and how many are billableDates
Timesheet SummaryTimesheets by status, such as submitted or approvedDates
UtilizationBillable hours against each person's capacityDates

See the Utilization report for how capacity is worked out.

You're done when the report covers the period you are reviewing, such as last week or the month you are about to invoice.

What to do with them

  • Overdue projects or tasks: open them and update the due date, owner or status.
  • One person with far more open tasks: move some work to someone else.
  • Billable time not yet invoiced: add it to the client's next invoice with Import Time Entries. See create an invoice.
  • Timesheets still waiting: approve them before you invoice or pay your team. See timesheets.

To see what projects earn after costs, use Project Profitability.

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