Business Reports

This report pertains only to personnel and does not include project expenses. The project expenses report is described in a separate article.

You can find business reports in the section Your Company -> Business Reports.

Business reports contain two basic views

• Workload: Shows how effectively we have utilized hourly capacity. (Based purely on hours).
• Profitability: Displays the profitability of our company from various perspectives. (Unlike Workload, here we deal with finances, not just hours.)

You can switch between these reports using the double-button Workload | Profit.

Business Report - Workload

The business workload report shows us a view of tracked vs. estimated hours.

Estimated hours are those assigned to individuals in projects and should be worked within the selected time range.

You can also filter selected items by clients, activities, and other metrics.

You can change the way of grouping in the view.

For example, we can look at workload by individual Groups or Activities, as seen in the following example.

Business Report - Profitability

We can look at the same data from a financial perspective—switch from Workload to Profit.

You can also customize the view from various perspectives using filters.

For example, we can sort employees by the highest profit in the previous month.

Similarly, we can switch to displaying profitability by individual activities in previous months.

Detailed View of Profitability

Here we see how income was calculated—that is, how many billable hours and what client rate was sold. Also, costs—how many hours were worked, including the sum of the hourly rate and overhead cost.

Business Report - Profitability by Clients

Business Report for Individuals

A similar report for a specific individual can be displayed in the People module. Select a specific person and click on Business Reports. Then views on the Workload, Salary, and Profit of that person are displayed.