The Report Library has 24 ready-made reports in seven groups. This article explains what each one shows and when to use it, so you can pick the right starting point and then tailor it.
Go to Reports in the left menu. Click a group, or View all, to see its reports, then click View to run one.
Staff reports
Individual Staff Workload Details: one person's workload in detail. Choose the staff member in the sidebar to run it.
Item Staff Allocation (grouped by project): every task with the staff assigned to it, allocated and spent hours, spent %, estimated cost and spend, and cost and charge to date.
Staff Performance: a card for each person showing billable hours against total hours, time tracked against time allocated, days active and number of projects.
Staff Workload Overview: the hours planned for each person on each day, for the next 30 days by default, plus a column of hours already overdue. Use it to spot overload before the week starts.
Project reports
Detailed Projects Status: everything about one project in one document. Choose which sections to include: description, private and shared notes, items, time, invoices, quotes, files and messages.
Summary of Projects: a list of projects with the fields you choose. Group by category, client, manager, priority or staff. Financial fields include Estimate $, Est Cost $, Cost to Date $, Spent $, Profit $, Forecasted Profit $, Margin %, Uninvoiced $ and Invoiced $, so this is the report to use for project margin and work in progress.
Summary of Projects, Items and Time: projects with their tasks and the time logged against them.
Phase report
Summary of Phases: each phase with allocated and spent time, time variance, and cost, charge, invoiced and work in progress fields. Use it to see which phases run over budget.
Item report
Summary of Items: tasks with their allocated, billable and spent time, rates, profit and other fields you choose.
Time reports
Summary of Time Logs (grouped by project): each time entry with its cost and charge rate and value.
Time Spent by Billable Status (Overview) (grouped by client): billable, non-billable and invoiced time, total time, cost to date, charge to date and invoiced amount. Group it by staff to see billable % for each person.
Time Spent by Billable Status (Detailed): the same figures with the individual time entries underneath.
Time Spent by Date Range (grouped by staff): hours logged by each person on each day.
Time Spent by Staff Per Project: each person's hours on each project, day by day.
Financial reports
Invoiced by Date Range (grouped by client): how much you invoiced each client in each month.
Invoiced by Paid Status (Overview): paid and unpaid totals for each client.
Invoiced by Paid Status (Detailed): the same, with each invoice listed.
Quoted by Approved Status (Overview): approved, not approved and pending quote totals for each client. Use it to work out your quote win rate.
Quoted by Approved Status (Detailed): the same, with each quote listed.
Quoted by Date Range (grouped by project): quote values by month.
Summary of Invoices: a list of invoices with fields such as due date, status, paid amount and days overdue.
Summary of Quotes: a list of quotes with status, quoted and valid-to dates, approval and totals.
Client reports
Client Contacts: your client contacts and their details.
Summary of Clients: a list of client companies.
Tailor any report
Use the icons down the right-hand side of a report:
Display: change the grouping, switch time between hours:minutes and decimal, and choose which fields appear. Click a field under Available to add it, or under Selected to remove it.
Filters: narrow the report by dates, staff, client, category, status, tags and more. Click More Filters for the full list.
Report Description: rename the report, add a description, share it with other staff and Save a copy. Saved reports appear under My Reports, where you can star your favourites.
PDF, Excel and Email: export or send the report as it is on screen.
Schedule: email a saved report automatically, weekly, fortnightly, monthly or quarterly, as a PDF or Excel file. See Scheduling Reports.
For a step-by-step walkthrough of building your own report, see Building Customised Reports. If a report shows no data, check its default filters: see Reports With No Data.
Which reports should I run every month?
Our guide 10 reports every agency owner should run monthly explains which reports to run, how to set each one up and what to look for, from project margin and unpaid invoices to next month's workload.