Insights Report Recipes
Find individual recipes with use cases, tips & tricks, and definition
98 articles
Billing Dashboard
Learn how to configure dashboards for billing and revenue
Insights: Billed Revenue
Insights: Billable Revenue
Insights: Billed Time Entry Hours
Insights: YTD Billed Revenue
Insights: YTD Billable Revenue
Insights: Weekly Billed Revenue
Insights: Invoices Sent Monthly
Insights: YOY Monthly Billed Revenue
Insights: Invoice Detail Report
Insights: Monthly Revenue by Service Item
Insights: Weekly Revenue by Service Item
Insights: Revenue & Billed Hours by Service Item
Insights: Total Revenue
Insights: Client Count
Insights: Revenue per Client
Insights: Monthly Revenue by Client
Insights: Revenue by Client by Service Item
Insights: Revenue & Billed Hours by Client
Insights: Monthly Billed Hours & Revenue by Team Member
Insights: Unbilled Hours & Revenue by Team Member
Insights: Weekly Billed Hours & Revenue by Team Member
Insights: Aged Receivables Summary
Insights: Aged Receivables Detail
Super WIP Dashboard
Learn about the Super WIP report and how to leverage it.
Insights: Unbilled Hours
Unbilled Revenue
WIP - By Client
Monthly Unbilled Hours & Unbilled Revenue by Time Entry Start Date
WIP Time Entries Table
WIP Aging by Client
WIP - By Service Item
Unbilled Hours & Unbilled Revenue by Service Item
WIP Aging by Service Item
WIP - By Team Member
Unbilled Hours & Unbilled Revenue by Team Member
Unbilled Hours by Team Member
Unbilled Revenue by Team Member
WIP Aging by Team Member
Capacity
Review a number of reports that give you varied insights into Capacity
Open Task Count
Remaining Task Budgeted Hours
Average Open Task Budgeted Hours
Average Open Task Logged Hours
Open Tasks Due Next 30 Days
Open Task Count by Due Date
Open Task Budgeted vs Logged Hours
Remaining Budgeted Hours & Open Task Count by Task Assignee
Open Task Count by Due Date
Open Task Count by Due Date; Future Dates
Completed Task Analysis
Daily Task Capacity
Weekly Task Capacity
Monthly Task Capacity
Annual Task Capacity
Open Subtask Count
Remaining Subtask Budgeted Hours
Average Open Subtask Budgeted Hours
Average Open Subtask Logged Hours
Open Subtasks Due Next 30 Days
Open Subtask Count by Subtask Assignee
Open Subtask Count by Due Date
Open Subtask Count by Due Date; across last 30 Days
Daily Subtask Capacity
Weekly Subtask Capacity
Monthly Subtask Capacity
Annual Subtask Capacity
Team Member Production Analysis Dashboard
Reports on Productivity
Average Billed Rate (YTD)
Billed Revenue by Team Member
Team Member Productivity
Monthly Revenue by Team Member
Monthly Hours by Team Member
Monthly WIP Hours & WIP Revenue by Team Member
Production Analysis
Average Billed Rate (last year)
Billed Revenue by Team Member (last year)
Team Member Productivity (last year)
Monthly Revenue by Team Member (last year)
Monthly Hours by Team Member (last year)
Monthly WIP Hours & WIP Revenue by Team Member (last year)
Production Analysis (last year)
Current Week Daily Staff Utilization
Weekly Staff Utilization
Monthly Staff Utilization
Annual Staff Utilization
Service Item Analysis Dashboard
Item centric reporting
YTD Monthly Revenue by Service Item
YTD Service Item Realization Report
YTD Client Count by Billed Service
YTD Service Item Billed Rate
YTD Revenue & Billed Hours by Service Item
YTD Monthly Revenue by Service Item
YTD Monthly Service Item Billed Hours & Rate
YTD Total Revenue vs Revenue Billed from Time Entry
Client Dashboard
Learn how to configure Client Dashboards in Insights
Insights: Active Clients
Insights: Active Business Clients
Insights: Active Individual Clients
Insights: Prospects
Insights: Client Count by State
Insights: Client Count by Client Age
Insights: Clients Created Monthly
Insights: YOY Clients Created Monthly