Reports Overview

Reports give you a detailed view of how time is being spent across your organization. Access them from the sidebar by selecting Reports.

Available Reports

There are four pages under the Reports menu, each answering a different kind of question; which of them you see depends on whether Project Manager is on and on your role.

Summary Report

A breakdown of all logged time entries for a chosen date range. You can group the data by user, project, or category, apply filters, and switch between a summarized view with charts and a flat list of individual entries. Summary Reports also support saving and loading named report configurations. See the Summary Reports page for full details.

Progress Report

A delivery-focused report built around your Project Manager tasks. It tracks metrics such as scope burned, throughput, velocity, lead time, estimation accuracy, and momentum across projects. It also includes project summaries, capacity breakdowns, and a full task ledger. See Progress Reports for full details.

Delivery Report

A day-by-day view of the work that finished in the period. Each finished task sits on the day of its last entry, with the hours logged against its estimate. The report also shows the time that went to no task, the hours logged while tasks were still in backlog, and how much of the period's time landed on finished work. Like the Progress Report, it needs Project Manager turned on for your organization. See Delivery Reports for full details.

Custom Reports

Your own report, assembled from the catalogue of Report Cards on Intelligence Reports. You build it under Custom in the Reports menu: name it, choose the projects and the date range, and pick the Report Cards in the order you want them. A custom report is not shown in the app: Share copies a link that opens it as an intelligence report, which anyone can read in a browser without signing in. See Custom Reports for full details and Building a Custom Report for the walk.

Common Controls

The Summary, Progress and Delivery reports each have a date range picker in the toolbar; change the range to reload the report for that period. A custom report's date range is part of the report itself and is set in the Report Builder.

All three have filter buttons for narrowing the data by people, projects, clients and tags, plus filters of their own described on their pages. Use Clear Filters to reset them.

Each of the three has an Export Report button for downloading the report data or printing it. A custom report is shared as a link instead; see Printing and Export.