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People Report

Track your team's performance

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated yesterday

For a quick overview of Float reports, check the Reports video guide.

People Report

The People Report provides a detailed view of your team's capacity, utilization, time off, overtime, and—if you're using time tracking features—logged time. It’s ideal for monitoring how effectively your team’s time is being used.

Accessing People Report

To access the People Report:
1. Navigate to the Report page

2. Select People at the top left corner.

People report


People Report configuration options

For each report, you can set:

  • The date range you'd like to cover - Use presets or the calendar picker to select a custom timeframe.

    Date range

  • People type and status you'd like to include - Employees, Contractors, Placeholders, Active, Archive.

    People type and status filter

  • Allocations status - Confirmed, Tentative, Completed

    Allocations filter

  • Time off status - Approved, Tentative, Declined. 

    Time off status filter

  • Data set - On the Starter plan, only the Scheduled report is available. The Pro and Enterprise plans also include the Logged, Logged vs Scheduled, and Past logged + Future Scheduled reports.

    Report type based on data set.
  • Preferred report density - Choose to view your data by days, weeks, or months.

    Report density

Chart report

The bar chart shows your team's total hours, including billable, non-billable, and tentative time. When density is set to Days, hovering over a bar reveals the hours for a specific date. For Weeks or Months, it shows the totals for the corresponding date range. The summary bar at the top displays the overall totals for the entire report period you've selected.

The report bar chart based on density

People Report Data

The People Report summary under the chart includes the following data:

  • Capacity

    The total available working hours for each person, based on their daily work hours and the number of workdays in the selected timeframe. For example, a Monday–Friday week with 8-hour workdays equals 40 hours (5 days x 8 hours). This is then multiplied by the number of visible people in the report.


    📝 Note: Time off, public holidays, and custom holidays are deducted from a person's overall capacity.

  • Scheduled

    The total number of hours assigned (Billable + Non-billable) during the selected period. The percentage reflects how much of the Capacity is scheduled.

  • Billable

    Hours assigned to billable projects, phases, or tasks. The percentage shows how much of the Scheduled time is billable—this represents your team’s utilization.

  • Non-Billable

    Hours assigned to non-billable work. The percentage shows the portion of Scheduled time that is non-billable.

  • Tentative

    Tentative hours scheduled in the selected timeframe (can be included/excluded from the report as needed). The percentage shows the portion of Scheduled time.

  • Unscheduled

    The remaining hours that are available to be scheduled. The percentage is based on the total Capacity.

  • Time Off 

    The total number of time off hours assigned in the time period.

  • Overtime

    Hours assigned beyond a person’s regular capacity. Calculated based on individual work hour settings.

  • Scheduled %, Billable %

    Scheduled percentage of Capacity. It can also be set to display the billable percentage of Capacity or the billable percentage of the Scheduled hours.

Table report

The table report provides further insights into your team's work, and it breaks the data down across the following tabs:

  • People

  • Roles

  • Departments

  • Projects

  • Tasks

  • Time off

  • Time tracking

Table data of the people report.

People

The People tab lists all the people who have scheduled (or logged) work in the selected timeframe. The table shows people, the department they are assigned to, the capacity, schedule hours (split into billable and non-billable), time off, overtime, and the percentage metrics for:
- scheduled % of capacity
- billable % of capacity
- billable % of scheduled.
To have the data split by the project, click an arrow next to the person's name.

People tab on the People table report

Roles

The Roles tab shows people who have scheduled work in the selected timeframe and groups them by role. Other details include capacity, scheduled hours (billable and non-billable), time off, overtime, and scheduled/billed percentage data. To have the data split by person, click an arrow next to the role's name.

Role tab of People report

Department

The Department tab shows people who have scheduled work in the selected timeframe and groups them by department. Other department details include capacity, scheduled hours (billable and non-billable), time off, overtime, and scheduled/billed percentage data. To have the data split by person, click an arrow next to the department's name.


Projects

The Projects tab shows people who have scheduled work in the selected timeframe and groups them by project. Other project details include project code, client, project owner, scheduled hours (billable and non-billable), and billable percentage of the scheduled hours. To have the data split by person, click an arrow next to the project's name.

Projects tab of the people table report.

Tasks

The Tasks tab shows people who have scheduled work in the selected timeframe and groups them by task. It displays the total scheduled hours, split into billable and non-billable, and shows the billable percentage of the scheduled hours. To have the data split by person, click an arrow next to the task's name.

Tasks tab on the People report

Time off

The Time off tab is split into two parts - Time off and Holidays. The Time off section shows the time off types, their balance/allowance, days and hours taken, and the percentage of used time off. To have the data split by person, click an arrow next to the time off type's name.

The Time off tab of the People report.

The Holidays section shows all the public holidays set for the team - displaying days and hours taken. To have the data split by person, click an arrow next to the holiday's name.

Holidays tab in the People report

Time tracking

If your team is on the Pro or Enterprise plan and tracks time, the report also includes the Time tracking. It shows people who logged time in the selected timeframe and sums up the fee (if their rates are set) and the logged hours. To check the details of the logged time, click an arrow next to the person's name. It will show the date when the time was logged, together with the project, client, task, and notes (optional) details.

Time tracking tab on the People report


📝Note: People with edit rights can click on the specific logged time record and edit its details on the report directly.

Editing logged time record on the People report.

Search and filter

You can use the search and filter options to drill into your data. To filter by multiple categories at once, click the + button to add more search criteria.

Filtering the People Report

If your team is using Views, you can apply one of them for quick access to preset filters.

Using Views on the reports.

💡 Here's a tip: Search by the person Me to see only your individual scheduled hours and time off.

Export your data

Depending on your team's plan, you can export a specific data set.

  • On the Starter plan, only the Scheduled report is available.

  • The Pro and Enterprise plans also include the Logged, Logged vs Scheduled, and Past logged + Future Scheduled reports.

Choosing the report type for the export.


To export a report in CSV format, click Export in the top right corner of the page.

Export the report data

You can choose to export the chart data or the table data. The Pro and Enterprise plans also include the time tracking data export.

​Chart data export

The chart data export of the People report includes:

  • Date

  • Capacity hrs

  • Scheduled hrs

  • Scheduled %

  • Scheduled Billable hrs

  • Scheduled Billable %

  • Scheduled Non-billable hrs

  • Scheduled Non-billable %

  • Scheduled Tentative (all) hrs

  • Scheduled Tentative (all) %

  • Unscheduled hrs

  • Logged hrs - on Pro and Enterprise plans

  • Logged % - on Pro and Enterprise plans

  • Logged Billable hrs - on Pro and Enterprise plans

  • Logged Billable % - on Pro and Enterprise plans

  • Logged Non-billable hrs - on Pro and Enterprise plans

  • Logged Non-billable % - on Pro and Enterprise plans

  • Scheduled Overtime hrs

  • Logged Overtime hrs - on Pro and Enterprise plans

  • Time off / Holiday hrs

  • Time off / Holiday days

Table data export

The table data export of the People report includes:

  • Person

  • Roles

  • Department

  • Tags

  • Capacity hrs

  • Client

  • Project

  • Task

  • Time off

  • Holiday

  • Scheduled hrs

  • Scheduled billable hrs

  • Scheduled non-billable hrs

  • Scheduled tentative (all) hrs

  • Logged hrs - on Pro and Enterprise plans

  • Logged billable hrs - on Pro and Enterprise plans

  • Logged non-billable hrs - on Pro and Enterprise plans

  • Scheduled overtime hrs

  • Logged overtime hrs - on Pro and Enterprise plans

  • Unscheduled hrs

  • Time off hrs

  • Time off days

  • Holiday hrs

  • Holiday days

  • Scheduled % of capacity

  • Scheduled billable % of capacity

  • Scheduled billable % of scheduled

  • Logged % of capacity - on Pro and Enterprise plans

  • Logged billable % of capacity - on Pro and Enterprise plans

  • Logged billable % of logged - on Pro and Enterprise plans

Time tracking data export

This option is available only for teams using time tracking (Pro and Enterprise plans). The time tracking data export of the People report includes:

  • Person

  • Role

  • Department

  • Tags

  • Date

  • Client

  • Project

  • Phase

  • Task

  • Logged fee

  • Logged Billable hours

  • Logged Non-billable hours

  • Notes

Additional notes

  • Adding custom fields to the reports is currently not supported.

  • Float rounds to full numbers for percentages and up by two decimal points for currency amounts.

  • For project-specific performance insights, see the Projects Report article. 

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