> ## Documentation Index
> Fetch the complete documentation index at: https://docs.worksynk.app/llms.txt
> Use this file to discover all available pages before exploring further.
# 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
**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.
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.
Nothing is calculated until you press **Run report**. Change a filter and
press **Update** to re-run without leaving the page.
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:
What completed, week by week.
Who is carrying what, and where work is concentrated.
Work blocked by other work, and what it's waiting on.
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](/sla-management).
## Reports that go to clients
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.
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.