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Productivity reports help teams understand delivery and workload.

Use these reports during weekly delivery review, billing preparation, and timesheet approval. They help separate work that is planned, in progress, completed, billable, or waiting on review.

Open Productivity Reports

Open Reports.
Choose Productivity.
Select a productivity report.
Use report buttons to switch between project, task, time, and timesheet views.

Available Productivity Reports

Project status.
Task summary.
Time tracking.
Timesheet summary.

Use project status when you need portfolio health. Use task summary when you need execution and completion detail. Use time tracking when hours affect billing or capacity planning. Use timesheet summary when managers need approval or submission status.

Prepare Source Data

Productivity reports are only as accurate as the projects, tasks, time entries, and timesheets behind them. Before a leadership review or billing handoff, clean up overdue tasks, unassigned work, missing due dates, incorrect project links, and time entries without useful descriptions.

Ask project owners to update active project status before the report is shared. If status is stale, the report can show precise numbers while still telling the wrong operational story.

Delivery Review Questions

Use productivity reports to answer practical questions:

Which projects are active, blocked, or overdue?
Which task owners have the most open work?
Which projects have high non-billable time?
Which timesheets are missing or pending approval?
Which completed work is ready for billing or customer update?

Use Productivity Reports For

Project progress
Task completion
Team workload
Time tracking
Billable and non-billable time

Read the Data

Project and task reports are useful for delivery health. Time tracking reports show hours by project and can include billable hours. Timesheet reports show timesheet status distribution, which helps managers find missing or pending approvals.

Filter Productivity Reports

Use date filters for weekly delivery reviews, monthly billing checks, and timesheet review periods. Use day, week, or month grouping on reports that show time-series movement.

Keep the same date range when comparing periods. Changing filters between reviews can make workload, hours, or completion rates look different even when the underlying team behavior did not change.

For billing review, match the report period to the invoice period. For payroll or timesheet review, match the period to the internal approval cycle.

Review Workflow

Set the period you are reviewing.
Check summary cards for totals.
Open chart view to spot trends.
Switch to table view for the exact projects, tasks, or time rows.
Export only after filters and totals look right.

Before sharing a report, open a few source projects, tasks, or time entries from the table. Correct stale statuses, wrong assignees, missing project links, and unclear time descriptions before the report is used for decisions.

Compare Reports

Use productivity reports together instead of relying on one chart. A project can look healthy in task completion while still carrying too much unbilled time, or show strong time activity while important tasks remain blocked.

When numbers do not agree, open the source rows first. Common causes include closed tasks with open dependencies, time logged to the wrong project, archived projects still included by filters, and timesheets that are pending approval.

Troubleshooting

If hours look low, confirm teammates logged time to the correct project, task, and date.

If workload looks wrong, check closed tasks, archived projects, filters, and assignee changes.

If timesheet totals do not match payroll review, compare approved, pending, and rejected timesheets before exporting.

If the same issue appears every week, update the team process, task templates, or time-entry rules rather than correcting reports manually each time.

Before escalating a report issue, open one source project, task, or time entry and confirm its status, assignee, date, billable flag, and project link.

Productivity Reports