Reports & Analytics Documentation Plan
Overview
Data-driven insights for better business decisions across time, finance, projects, teams, and clients.
Documentation Structure Plan
1. Time & Productivity Reports
- Detailed analysis of team productivity and project profitability
2. Financial Analytics
- Revenue trends, client profitability, and expense analysis
3. Project Performance
- Track project completion rates, budget adherence, and timeline analysis
4. Team Performance
- Individual and team productivity metrics with comparative analysis
5. Client Reports
- Professional reports for clients showing work progress and time investment
6. [Removed]
// Custom Dashboards section removed (feature not available)
7. PM Report
- Project Management focused summary report
8. Automated Email Reports
- Daily and weekly work summaries delivered to your inbox
- Personal and team productivity reports
- Progress tracking towards weekly targets
- Customizable notification preferences
Related Features
AI Business Assistant: For instant insights using natural language queries, see the dedicated AI Business Assistant section. Ask questions like "How many hours did my team work last week?" and get immediate answers without building reports.
Analyze work time across projects, team members, clients, and tasks over any date range. View interactive charts, detailed tables, and totals to understand productivity and profitability.
Understand your business performance with clear totals for what you spent internally and what you billed to clients, plus quick access to uninvoiced amounts.
Evaluate how projects are progressing using time, cost (Spent), and billed metrics. Compare projects over any period, or drill into a single project’s report.
Measure individual and team productivity over any date range. Compare members by time worked, and (when permitted) review Spent and Billed to understand contribution and cost.
Give your clients transparent visibility into work progress and time investment through the Client Portal.
A focused view for leadership to review Project Managers and their managed projects over a chosen date range.
Receive daily and weekly work summaries automatically delivered to your inbox. Stay informed about your productivity and team performance without logging into the platform.