The Reports Dashboard
The Reports dashboard is the first thing you see when you open Reports. It answers the big questions at a glance: how much came in, what’s still owed, and how the work is going.
Don’t see Reports? You need permission to view reports. On a Team plan, ask your workspace owner.
Revenue
Section titled “Revenue”| Card | What it shows |
|---|---|
| Monthly Revenue | One month at a time. Use the arrows to move between months, or click This Month to jump back. |
| Year-to-Date Revenue | Everything this year so far. |
Both cards go by each Invoice’s date, not the day it was paid. Each card shows:
- Net Collected: Invoices dated in that period that are fully paid, minus any refunds.
- Pending Revenue: the full total of every other Invoice dated in that period. That includes drafts and Invoices that are only partly paid.
- Refunds: money you’ve refunded on those Invoices.
- Total Invoices: how many Invoices are dated in that period.
Project and Task Progress
Section titled “Project and Task Progress”Pick a date range on each card to see how the work is going.
- Project Completions: your Completion Rate, how many Projects were Completed, and a Status Distribution showing how many Projects are in each status.
- Task Completions: Tasks Completed, the completion Rate, how many are Overdue, and Completed by Priority.
Projects With Balance
Section titled “Projects With Balance”Every Project with money still to collect: work you haven’t invoiced yet, or Invoices that haven’t been paid. Each row shows:
| Column | What it shows |
|---|---|
| Project & Client | The Project and who it’s for. |
| Unbilled | Work you haven’t invoiced yet, and how many Tasks and expenses that covers. |
| Awaiting Payment | Invoiced but not paid yet. |
| Total Balance | Both added up. |
Total Outstanding at the bottom adds up every row. Click a column heading to sort by it.
Switch the view:
- All: both kinds.
- Invoiced: only unpaid Invoices.
- Non-Invoiced: only work you haven’t billed yet.
Act on a Project
Section titled “Act on a Project”Click the … button at the end of a row:
- Generate Invoice starts an Invoice for the Project’s unbilled work. It’s greyed out if there’s nothing to bill.
- View Project Invoices opens the Project’s Invoices. See A Project’s Invoices.
- View Project Details opens the Project.
Rounded or Raw Hours
Section titled “Rounded or Raw Hours”If your workspace rounds time, you’ll also see Rounded and Raw. Rounded shows hours the way they’ll be billed. Raw shows the exact time tracked.
Monthly Summary
Section titled “Monthly Summary”A snapshot of one month. Use the arrows to change months.
| Card | What it shows |
|---|---|
| Time Tracking | Total Hours, Billable Hours and Non-Billable hours. |
| Budget Overview | Total Budget and Total Spent across Projects with a budget, and Utilization as a percent. Also flags Projects that are over budget or have no budget. |
| Invoice Status | Total Invoices, and how many are Paid, Pending and Overdue. |
Past Months
Section titled “Past Months”Want the full picture for a month that’s over? Open the Monthly Summaries tab in Reports and click a month.
Want More Detail?
Section titled “Want More Detail?”Build your own report with exactly the filters you need. See Custom Reports.