Reports

Where the hours went, who’s over capacity, what’s unbilled, and what to tell the client.

Reports live under Reports, with project-level views on each project’s own Reports tab.

How reports work

1. Pick a report

   Reports opens as a catalogue grouped by subject — team, time, work items, financial, executive. It only lists reports you have access to, so anything you can see, you can run.

2. Set the filters

   Most reports take a date range. Some don’t — workload always scores the last seven days, and the executive summary is a snapshot of right now — so those show no period filter rather than one that does nothing.

3. Run it

   Nothing is calculated until you press Run report. Change a filter and press Update to re-run without leaving the page.

4. Read it, then export it

   Headline figures sit above the table. Export CSV downloads exactly the rows and columns you’re looking at, including which view you chose.

Summary and detail

Totals tell you how much. They can’t tell you which ones. Reports that can show their working have a Summary / Detail switch:

Report	Summary	Detail
Time logged	Hours per project	Every entry — date, person, project, work item, hours, billable, notes
Work items	Count per status	Every item — code, title, project, status, priority, assignee, due date
Utilisation	Hours and capacity per person	Each person’s hours split per project
Workload	A score per person	Each factor behind that score, with its severity
Profitability	Cost and margin per project	Every timer priced individually — cost, value, and margin per entry
Executive summary	The eight projects most at risk	Every active project

Expanding a row

In Utilisation → Detail, click any row to see the work items behind that person’s hours on that project — hours, billable split, how many separate sessions, and when each was last worked on.

A detail table returns up to 1,000 rows. If a report hits that limit it says so — narrow the date range to see the rest.

Unbilled time has no switch — it is already one row per entry, so a detail view would return the identical table.

The catalogue

Team

Report	Answers
Utilisation	Tracked hours against capacity, per person — who is stretched and who has room
Workload and load balance	Who is carrying too much, scored from open work, overdue items, and hours

Time

Report	Answers
Time logged	Where the hours went, by project and by person

Work items

Report	Answers
Work item breakdown	How work is spread across statuses and priorities

Financial

Report	Answers
Profitability	Cost against value, per project and client
Unbilled time	Billable hours worked but never invoiced

Executive

Report	Answers
Executive summary	Every active project on one line, with delivery confidence

Financial reports depend on the Budgets module and on rates being set for your people. Workload and the executive summary depend on Analytics. All four are visible to owners and admins only.

Overview dashboard

The previous combined view — delivery, time, and money charts on one page — is still available as Overview dashboard, linked from the bottom of the catalogue. Use it when you want the whole picture at once rather than one question answered.

It’s also where these currently live:

Throughput over time

What completed, week by week.

By assignee

Who is carrying what, and where work is concentrated.

Blocker radar

Work blocked by other work, and what it’s waiting on.

Delivery confidence

A score per project from real signals — overdue work, blockers, and movement — captured daily so you can see it trending, not just today.

Client invoice

Client invoice builds unbilled time for one client over a date range, ready to review before you bill it. It keeps its own page because it ends in an invoice rather than an export.

SLA compliance

Where SLA Management is on, each project’s Reports tab shows response and resolution breach rates, open breaches, and average resolution time. See SLA Management.

Reports that go to clients

AI client reporter

Drafts a status report from what actually happened — work completed, what’s next, and risks — for you to review and edit before anything is sent. It never sends on its own.

Executive summary PDF

A higher-level rollup across projects, exportable as a PDF.

AI-drafted reports are a first draft, not a send-and-forget. They’re built from your data, but read them before they reach a client.

Your daily digest

Separate from reports, the digest emails you what changed since yesterday — overdue work assigned to you, timers left running, budget thresholds, and delivery risk on projects you run. Set your delivery time under Settings → Preferences. A quiet day still sends a short “all caught up” note, so a missing digest means something is wrong rather than nothing happening.