Standard Reports
Utilization Report
- Billable hours / total hours by person
- Team averages
- Trends over time
- Benchmark against targets (70-80%)
Project Profitability
- Revenue vs. labor cost per project
- Margin percentages
- Ranking by profitability
- Identifies winners and losers
Client Summary
- Total hours per client
- Revenue generated
- Profitability by client
- Client ranking
Timesheet Status
- Submitted vs. pending
- Approval bottlenecks
- Late submissions
- Missing entries
Budget Variance
- Estimated vs. actual hours
- Over/under budget projects
- Forecasted completion
- Trend analysis
Employee Productivity
- Hours logged per person
- Billable vs. non-billable ratio
- Project allocation
- Overtime patterns
Revenue Forecast
- Unbilled hours × rates
- Projected monthly revenue
- Pipeline analysis
- Cash flow planning
Custom Reports
Filter Dimensions
- Date range
- Client/project
- Team/department
- Billable status
- Tags/categories
- Employee/role
Metrics Available
- Hours (total, billable, non-billable)
- Revenue (billed, projected)
- Costs (labor, overhead)
- Profit/margin
- Utilization rate
- Budget variance
Visualizations
- Bar/column charts
- Line charts (trends)
- Pie charts (breakdowns)
- Tables (detailed data)
- Gauges (KPIs)
- Heat maps (capacity)
Report Scheduling
Automated Delivery
- Daily: Timesheet compliance
- Weekly: Team utilization
- Bi-weekly: Client summaries
- Monthly: Financial close reports
Distribution
- Email PDF attachments
- Slack/Teams notifications
- Dashboard links
- API data feeds
Use Cases
Monday Morning Review
Manager receives weekly team utilization report:
- Identifies underutilized team members
- Reallocates to busy projects
- Balances workload
Month-End Billing
Finance receives unbilled hours report:
- Generates invoices
- Ensures nothing missed
- Forecasts revenue
Quarterly Business Review
Executives review profitability trends:
- Identify most profitable services
- Adjust pricing strategy
- Make hiring decisions
- PDF: Professional presentation
- Excel: Further analysis
- CSV: Data import
- JSON: API integration
- Google Sheets: Collaboration
- Scoro: Advanced analytics
- Productive.io: Real-time dashboards
- BigTime: Enterprise reporting
- Harvest: Simple, clean reports
- Timely: AI-powered insights
Best Practices
- Start Simple: Core reports first
- Schedule Automation: Don't manually run weekly
- Act on Insights: Reports without action waste time
- Customize for Audience: Executives vs. managers need different views
- Review Regularly: Monthly trend analysis
