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
Average Open Task Budgeted Hours
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
Completed Task Analysis
Daily Task Capacity
Insights: Weekly Task Capacity
Insights: Monthly Task Capacity
Annual Task Capacity
Insights: Open Subtask Count
Insights: Remaining Subtask Budgeted Hours
Average Open Subtask Budgeted Hours
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
Daily Subtask Capacity
Insights: Weekly Subtask Capacity
Insights: Monthly Subtask Capacity
Annual Subtask Capacity
Team Member Production Analysis Dashboard
Reports on Productivity
Average Billed Rate (YTD)
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
Average Billed Rate (last year)
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)
Production Analysis (last year)
Current Week Daily Staff Utilization
Insights: Weekly Staff Utilization
Insights: Monthly Staff Utilization
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