The Reports page provides you with the numbers behind your team. Monitor your team’s utilization, track overtime and time off, and compare your billable hours as a percentage of your total working hours.
Clicking on the Reports page reveals a chart indicating your team’s availability and billable and non-billable allocations. You can switch the chart view between day, week, or month.
Overtime is highlighted so you can quickly see who’s running hot and what hours need to be reallocated.
To change the date range (the default is 12 weeks), click the calendar icon.
The dashboard features a number of helpful calculations listed below your team's chart:
Available Hrs: The total working hours per day multiplied by the number of working days for each person in the time period. For example, during a work week that is Mon-Fri, 8 hours a day, the available hours will be: 5 x 8 = 40 hrs. This number is then multiplied by the number of viewable people.
Scheduled Hrs: The total number of task hours assigned in the time period (Billable hours + Non-billable hours). The percentage figure is correlated to the Available Hrs.
Billable: The number of assigned task hours from billable projects in that period. The percentage is related to the Scheduled Hrs. This is your team's utilization.
Non-Billable: The number of assigned task hours from non-billable projects in that time period. The percentage is correlated to the Scheduled Hrs.
Unscheduled Hrs: The number of hours available to be scheduled. The percentage is correlated to the Available Hrs.
Overtime Hrs: The total number of hours of overtime assigned in the time period.
Here are some of the reports you can run by typing in the search field:
- People (Active, Archived)
- Task Names
- People Status (Full-time, Part-time, Staff, Contractor)
- People Tags
You can also combine these searches together to report down to specific details about your team's allocation.