Reports

Note: The exact set of reports available to your firm may vary. Your firm’s administrator can configure which reports are available and these may grow over time.

Reports give you a read-only view of how your firm is performing. They’re organized by category and cover everything from project health to team utilization.

How reports work

Reports are read-only — you view the data but don’t edit it here. The Reports area lists every report, grouped by category, with its name and a short description. A search box across the top narrows the list as you type, once you’ve entered at least two letters, matching on both the name and the description, so a word like “margin” finds a report even when its name doesn’t contain it. Click Open on the one you want, fill in the inputs it asks for (all of them are required; hover the info icon beside an input to see exactly what it filters), and click Run. A table of results appears that you can sort and export.

The Reports area listing reports grouped by category, with an Open button beside each one

See Run and export a report for step-by-step instructions.

Every report has its own web address that names it, like /dashboard/reports/accounts_receivable_aging. Bookmark it or send it to a colleague and it opens the same report for them — subject to their own permissions.

Report categories

Projects

Reports that track project status and progress.

Report	What it tells you
Budget vs. Actual Hours	Compares planned hours to hours actually logged on each project
Phase Schedule Slippage	Identifies phases that are running behind their planned dates

Financials

Reports on the financial health of your projects and proposals.

Report	What it tells you
Project Profitability	True margin per project: what you’ve invoiced (less credits) against labor cost at each person’s pay rate and sub-consultant/vendor bill cost (less vendor credits), with the contracted fee and what’s been collected alongside
Project Billing Summary	Per project: contracted fee, invoiced, credits, collected, outstanding, and the percent billed and collected
Work-in-Progress (Unbilled)	Projects where the work done is worth more than what you’ve invoiced — billable work you haven’t billed yet. A billing-error credit puts its amount back as unbilled
Revenue & Collections by Month	Amount invoiced (less credits) versus amount collected (less refunds) for each month in a range
Client Revenue Ranking	Each client by total invoiced (less credits), collected (less refunds), and still outstanding
Sub-consultant & Vendor Spend	Each payee by total billed (less their credits), paid, and outstanding. Two payees with the same name are listed separately
Accounts Receivable Aging	Outstanding client invoices after payments and credits, with days past due and an aging bucket. Unused credit shows as a negative row
Accounts Payable Aging	Bills you owe after payments and credits, with days past due and an aging bucket. Unused vendor credit shows as a negative row
Payments Received	Every client payment received in a date range
Payments Made	Every bill payment your firm made in a date range
Billable Ratio per Project	How much of the last 90 days’ task time is billable
Cost vs. Revenue Contribution	Each team member’s theoretical billable value versus their labor cost
Backlog by Project	Contracted fee not yet invoiced on each project still in flight. A billing-error credit puts its amount back to be billed
Proposal Pipeline	Value and status of proposals currently in progress

Team

Reports on staff activity, utilization, and capacity.

Report	What it tells you
Team Roster & Tenure	A current list of team members with their start dates and tenure
Employee Utilization	How much of each person’s time is being used on projects
Workload & Capacity	Whether team members are over- or under-allocated
Manager Team Rollup	A summary of each manager’s team members and their activity

Schedule

Reports on timing and deadlines.

Report	What it tells you
Phase Schedule Slippage	Phases running behind schedule

Risk

Reports that flag potential problems.

Report	What it tells you
Overdue & Unassigned Tasks	Tasks past their due date or with nobody assigned
Stalled / At-Risk Projects	Projects in a stalled or at-risk state
Stale Draft Invoices	Invoices left in draft too long — billable work that hasn’t been sent to the client
Phase Fee Distribution Check	Flags phases where the fee allocation looks unusual

Exporting

Every report can be exported. Once it has run, an Export CSV button appears at the top right of the results table and downloads the rows as a CSV file named after the report — ready to open in a spreadsheet.