Reports

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

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.

Read the Execution & Pipeline Review

This is the one report worth describing on its own, because it's the weekly "where is everything" page rather than a table of numbers.

It has two tabs, with the same five columns in each — Name, Status, Owner, Progress remarks, Updated:

• Ongoing projects — every project still running, which means Active, In Progress and Maintenance. A project on hold, completed or cancelled isn't here.
• Presales leads — the deals still being worked, headlined by the deal, with the company underneath. A lead nobody has given a title to falls back to showing the company name.

Progress remarks comes from one place and one place only: the latest published update on the project's Updates tab. Not notes, not comments, not a task description. When a cell is empty it now tells you which of the three reasons it is:

• No update published yet — nobody has written one.
• An update by … is still a draft — it names who wrote it. Publishing it fills the cell.
• An update by … is scheduled and not published yet — one is written and waiting for its date.

That distinction is the point of the column: an empty cell used to be silent about whether the work was untracked or the update was simply sitting unpublished.

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.