Insights Report Recipes
Find individual recipes with use cases, tips & tricks, and definition
157 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
- Insights: Unbilled Revenue
- WIP - By Client
- Insights: Monthly Unbilled Hours & Unbilled Revenue by Time Entry Start Date
- WIP Time Entries Table
- WIP Aging by Client
- WIP - By Service Item
- Insights: Unbilled Hours & Unbilled Revenue by Service Item
- WIP Aging by Service Item
- WIP - By Team Member
- Insights: Unbilled Hours & Unbilled Revenue by Team Member
- Insights: Unbilled Hours by Team Member
- Insights: Unbilled Revenue by Team Member
- WIP Aging by Team Member
Capacity
Review a number of reports that give you varied insights into Capacity
- Insights: Open Task Count
- Insights: Remaining Task Budgeted Hours
- Insights: Average Open Task Budgeted Hours
- Insights: Average Open Task Logged Hours
- Insights: Open Tasks Due Next 30 Days
- Insights: Open Task Count by Weekly Due Date
- Insights: Open Task Budgeted vs Logged Hours
- Insights: Remaining Budgeted Hours & Open Task Count by Task Assignee
- Insights: Open Task Count by Daily Due Date
- Insights: Open Task Count by Due Date; Future Dates
- Insights: Completed Task Analysis
- Insights: Daily Task Capacity
- Insights: Weekly Task Capacity
- Insights: Monthly Task Capacity
- Insights: Annual Task Capacity
- Insights: Open Subtask Count
- Insights: Remaining Subtask Budgeted Hours
- Insights: Average Open Subtask Budgeted Hours
- Insights: Average Open Subtask Logged Hours
- Insights: Open Subtasks Due Next 30 Days
- Insights: Open Subtask Count by Subtask Assignee
- Insights: Open Subtask Count by Due Date
- Insights: Open Subtask Count by Due Date; across last 30 Days
- Insights: Daily Subtask Capacity
- Insights: Weekly Subtask Capacity
- Insights: Monthly Subtask Capacity
- Insights: Annual Subtask Capacity
Team Member Production Analysis Dashboard
Reports on Productivity
- Insights: Average Billed Rate (YTD)
- Insights: Billed Revenue by Team Member
- Insights: Team Member Productivity
- Insights: Monthly Revenue by Team Member
- Insights: Monthly Hours by Team Member
- Insights: Monthly WIP Hours & WIP Revenue by Team Member
- Insights: Production Analysis
- Insights: Average Billed Rate (last year)
- Insights: Billed Revenue by Team Member (last year)
- Insights: Team Member Productivity (last year)
- Monthly Revenue by Team Member (last year)
- Monthly Hours by Team Member (last year)
- Insights: Monthly WIP Hours & WIP Revenue by Team Member (last year)
- Insights: Production Analysis (last year)
- Insights: Current Week Daily Staff Utilization
- Insights: Weekly Staff Utilization
- Insights: Monthly Staff Utilization
- Insights: Annual Staff Utilization
Service Item Analysis Dashboard
Item centric reporting
- Insights: YTD Monthly Revenue by Service Item
- Insights: YTD Service Item Realization Report
- Insights: YTD Client Count by Billed Service
- Insights: YTD Service Item Billed Rate
- Insights: YTD Revenue & Billed Hours by Service Item
- Insights: YTD Monthly Service Item Billed Hours & Rate
- Insights: YTD Total Revenue vs Revenue Billed from Time Entry
Insights Task Dashboard Recipes
Learn how to create task dashboard reports in Insights
- Insights: Open Tasks
- Insights: Overdue Tasks
- Insights: Completed Tasks
- Insights: Percentage Complete
- Insights: Tasks Completed Monthly
- Insights: Tasks Completed Monthly YOY
- Insights: Tasks Created Monthly
- Insights: Open Task by Status
- Insights: Task by Assignee and Status
- Insights: Open Task Count by Task Assignee
Insights Time Dashboard Recipes
Learn how to build Time Dashboard recipes
- Insights: Total Hours
- Insights: Billable Hours
- Insights: Billed Hours
- Insights: Billable Time Percentage
- Insights: Monthly Hours by Team Member
- Insights: Weekly Hours
- Insights: Billable Hours by Team Member
- Insights: Hours by Team Member
- Insights: Average Time Entry Duration by Team Member
- Insights: Daily Hours by Team Member
- Insights: Budget vs Actual
- Insights: Weekly Hours by Service Item
- Insights: Monthly Hours by Service Item
- Insights: Total Hours by Service Item Name
- Insights: Average Time Entry Duration by Service Item
- Insights: Team Member Hours by Service Item
- Insights: Hours by Service Item
- Insights: Daily Hours by Service Item
- Insights: Hours by Client
- Insights: Monthly Hours by Client
- Insights: Client Hours by Team Member
- Insights: Client Hours by Service Item
- Insights: Billable & Billed Hours by Team Member
- Insights: Billable & Billed Hours by Client
- Insights: Billable & Billed Hours by Service Item
- Insights: Monthly Hours by Team Member
- Insights: Weekly Hours
- Insights: Weekly Billable Hours
- Insights: Daily Billed Hours by Team Member
- Insights: Daily Billed Hours by Service Item
- Insights: Hours by Billed Month
Subtask Dashboard
Learn to create Subtask Dashboards in Insights
- Insights: Open Subtasks
- Insights: Overdue Subtasks
- Insights: Completed Subtasks
- Insights: Percentage Complete
- Insights: Subtasks Completed Monthly
- Insights: Subtasks Completed Monthly YOY
- Insights: Subtasks Created Monthly
- Insights: Open Subtask by Status
- Insights: Subtasks by Assignee and Status
- Insights: Open Subtask Count by Assignee
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
- Insights: Client Count by Client Tag
- Insights: Client Count by Client Owner
- Insights: Client Count by Occupation
- Insights: Client Count by Monthly Birthday