Insight · Reporting & Dashboards

Reports that are already built, and one you build.

The three questions asked every month, plus a builder for the rest.

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Project profitability

Contract value against internal cost and hours logged, per project.

Time

Hours by person, project, or period — billable and non-billable, split out.

Attendance

Presence against expectation, where your organization tracks it.

Or build your own

Time report builder

Choose the range, the grouping, and the people, and keep the result rather than rebuilding it next month.

Any of them can be scheduled, so the monthly pack assembles itself.

Current capabilities

What you can do in Reporting & Dashboards

Executive, departmental, and individual dashboards built from the same underlying data — each one showing exactly what that role is entitled to see, nothing more.

Role-aware dashboard widgets, not one-size-fits-all
Department performance rollups for delivery leadership
Report builder with configurable fields, filters, and saved reports
Module reports, report library, and custom date-range filters
Exports for finance and reporting workflows

Read the workflow guide →

Dashboards

Scoped to the person reading them.

IndividualWhat you own, what's assigned to you, and what's overdue — nothing else.

DepartmentalA head's own department, drawn from the same records their team is working in.

ExecutiveAcross the organization, for the roles whose job it actually is.

Same data, different windows

These aren't three reporting systems. report.view and report.export decide who can see and take a copy; the dashboard just shows the slice that role is entitled to.

Where this connects.

Project Management

Run every engagement from kickoff to closeout in one place.

Time Tracking & Timesheets

Day, week, and month timesheets your team will fill in.

Roles & Permissions

Built for how your organization actually delegates authority.

See Reporting & Dashboards on your own work.

We'll run a live project of yours through it rather than showing a demo tenant.

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