Reports Analytics
What reports and analytics are available?
Corcava provides comprehensive reporting including: time and productivity reports with team analysis, financial analytics showing revenue and expenses, project performance metrics tracking completion and budgets, team performance reports with individual metrics, client reports for transparency, and custom dashboards with key KPIs. All reports can be exported to Excel.
Can I export data to Excel?
Yes! All reports can be exported to Excel with one click. This includes time tracking data, financial reports, project metrics, team performance reports, and more. Excel exports allow you to perform additional analysis, share data with stakeholders, and archive reports.
What information is shown on the dashboard?
The Corcava dashboard provides an at-a-glance view of your business with metric cards, interactive charts, financial summaries including revenue and outstanding payments, project health indicators, team productivity metrics, upcoming deadlines, warnings for missing bill rates, and real-time data with async loading for performance.
Are there reports specifically for project managers?
Yes! Corcava includes comprehensive project manager reports with enhanced analytics for tracking team performance, project profitability analysis, resource allocation insights, and PM-specific metrics. These reports help project managers make data-driven decisions and identify bottlenecks.
Can team members receive automated daily reports?
Yes, Corcava sends automated daily performance summaries to team members. The reports are timezone-aware so everyone receives them at the right local time. They show what was accomplished, what's in progress, and where help is needed - all compiled automatically without manual work.
How do I track team activity and productivity?
The team activity insights feature shows how your team is spending time over the last 30 days. You can identify productivity patterns, spot bottlenecks, track who's working on what, monitor utilization patterns, and make data-driven decisions about resource allocation.
Does Corcava provide business growth analytics?
Yes, Corcava includes growth analytics to track your business expansion. You can monitor sign-up funnel performance, see where users drop off in conversion, optimize your customer acquisition, and understand how customers find and adopt your services.
How do I monitor project health?
The dashboard shows project health indicators including budget adherence, timeline analysis, completion rates, warnings for issues like missing bill rates, and real-time project status. Project performance reports provide detailed analysis of individual project health and profitability.
Does Corcava have an AI assistant?
Yes! Corcava includes an AI-powered business assistant that answers questions about your data in plain English. Ask questions like 'How many hours did my team work last week?' or 'Which project was most profitable this month?' and get instant answers. The AI understands natural language, recognizes team member names, and works with your time tracking, financial, and project data. Available to organization managers and administrators to protect sensitive business information.
Who can use the AI Business Assistant?
The AI Business Assistant is available to Organization Managers and Super Admins. This restriction ensures sensitive business data like financial metrics, team productivity, and client billing information remains protected and accessible only to authorized decision-makers.
Is my data safe when using the AI assistant?
Yes, your data is secure. The AI assistant processes queries in real-time using your current data and doesn't store your business information. All queries respect your team permissions and data isolation. While OpenAI processes the queries to provide intelligent responses, your business data is not retained by OpenAI. Conversations are private to each user and not shared with other team members.
What can I ask the AI Business Assistant?
You can ask the AI assistant about time tracking (hours worked by team or project), project profitability (revenue, costs, profit margins), client billing (unbilled time, total revenue), and financial comparisons. Use natural language like 'Show me time tracked for Project X last week' or 'Which team member was most active yesterday?' The AI understands date expressions like 'last week' and 'this month' and recognizes team member names even if you use first names or nicknames.
Does Corcava send automated work summary emails?
Yes! You can receive daily and weekly email summaries automatically. Daily reports show yesterday's work with project and task breakdowns, sent every morning at 1:00 AM. Weekly reports arrive every Monday with a complete recap of the previous week (Monday-Sunday). Both include progress bars towards your weekly target if you have one set. All reports can be enabled or disabled individually in your notification settings.
What's included in the daily work summary email?
The daily work summary email shows your total hours worked yesterday, a breakdown by project and task, your top projects and tasks by time spent, and your weekly progress if you have a target set. The email is only sent if you tracked time yesterday, so you won't receive blank reports. Managers receive team versions showing the entire team's activity.
What's in the weekly work summary email?
The weekly work summary covers Monday through Sunday and includes your total hours for the week, complete breakdowns by project and task, your final weekly progress percentage if you have a target, and week-over-week comparisons. It's sent every Monday morning at 2:00 AM, but only if you tracked time during that week. Perfect for weekly reviews and planning the upcoming week.
Can managers receive team-wide email reports?
Yes! Team owners and organization managers automatically receive daily and weekly team reports. The daily team summary shows yesterday's team activity with progress bars for members who have targets. The weekly team summary includes a complete week recap and lists team members who didn't meet their weekly targets. These reports help you start each day and week informed about team productivity.
Can I turn off the automated email reports?
Yes! All email reports can be individually enabled or disabled in Settings → Notification Settings. You can choose to receive only daily reports, only weekly reports, both, or neither. Team managers can independently control their personal reports and team reports. All reports are enabled by default but you have complete control over which emails you receive.
When are the automated email reports sent?
Daily user reports are sent at 1:15 AM, daily team reports at 1:00 AM, weekly user reports at 2:00 AM on Mondays, and weekly team reports at 1:30 AM on Mondays. All times are based on your team's timezone. Reports are delivered early so they're in your inbox when you start work. Reports are only sent if time was actually tracked during the period covered.
