Elevate Your Business IQ
Leverage the data you’ve collected into real-time reports and capture the state of your firm’s performance.
It’s easy to find, customize or create the reports you want to see.
- Use built-in tools to customize reports.
- View Related Reports to see different built-in field options you may prefer.
- Copy and customize an existing report.
- Create a custom report from scratch, using filters and grouping/search options to refine your metrics reporting.
Project and Staff Performance
See pending project tasks and know staff realization right after timesheet entry.
- View due dates for each task, percent complete, and assigned staffer.
- See staffer hours input divided by billable hours for insight into billable utilization.
- Know which employees entered time within a specific date range.
- Know which employees generate the most revenue and identify those who need coaching.
Manage report permissions, restricting access or sharing reports with User Groups.
- Simplify report viewing permissions by User Groups, like Managers for example.
- Restrict access to reports by client or project, with more filtering options.
- Streamline report distribution by creating report sharing groups.
- See a list of all available reports by specific categories in Report Center.
Exportable File Formats
Share and publish reports in the format you prefer.
- Use Export feature to share, save, and print reports.
- Apply live filtering to a report, and export that view.
- Set page breaks on an exported PDF report using the grouping/setting editor.
- Easy export to Excel, PDF, or Word.