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Work & delivery

Reports

One place for every report — delivery, time, attendance, people, and finance — with filters and Excel export.

What you can do here

  • Find any report from one catalogue, grouped by area.
  • Filter it down to the period, team, or project you care about.
  • Export most of them to Excel to work on elsewhere.

Finding a report

Open Reports. Pick a category down the side, or type into Filter reports... to find one by name.

/reports
The reports library, grouped by category
ScreenshotThe reports library, grouped by category

You only see reports your access allows, so the catalogue is shorter for some people than others.

What's available

Workflow & Delivery

  • Execution & Pipeline Review
  • Workflow Metrics
  • Tasks Created vs Resolved
  • Aging WIP — work in progress by how long it's been sitting, which is where stuck work shows up
  • Variance (Est vs Actual) — estimates against what it really took

Time & Effort

  • Employee Utilization
  • Project Time
  • Pre-Sales Effort — time logged against leads rather than projects
  • Time Logs Report

Attendance & Leave

  • Attendance Report
  • Monthly Attendance
  • Employee Monthly Summary
  • Leave Summary
  • Leave Balance
  • WFH vs Office Split

People & Hiring

  • Hiring Pipeline
  • Headcount
  • New Joiners / Exits

Financial

  • Payroll Summary
  • Salary History

Platform

  • Help Analytics

Common tasks

Run and export

  1. Open the report.
  2. Set its filters — most take a date range or a month and year, and many also filter by department, project, or person.
  3. Where the report offers it, export to Excel.

Check your own leave balance

Open Leave Balance under Attendance & Leave. It shows what's left per leave type. Managers and HR can widen it to their team.

Your balance is also on the leave page and on your dashboard — the report is the one to use when you want it for several people at once.

Good to know

  • Reports are scoped to your access. A team lead sees their team's rows; HR and leadership see wider. Two people running the same report legitimately get different numbers, and neither is wrong.
  • Time-based reports are built from time logs, so they inherit whatever people actually recorded. A thin-looking utilisation figure is often unfilled timesheets rather than idle staff.
  • Variance (Est vs Actual) depends on estimates being set on tasks in the first place — it's only as useful as the estimating discipline behind it.