Reports
People, roles, hours and the numbers
5 articles · part of Team, time and reports
- Change the report date rangeEvery report view reads one date range, chosen at the top of Reports. It starts on This month.
- Read your reportsReports show money collected, work done, estimates won and hours worked, for a date range you pick. Pick what you need:
- See the records behind a report figureClick or tap a figure to open the records behind it, for the same date range. Reports have no export: open each record from the list.
- What does each report show?Reports have five views: Overview, Financial, Operations, Pipeline and Team. Each figure's exact meaning is in What does each report figure mean?
- Why is a report figure missing?Your role lacks a permission, your team has no pay rates set, or nothing happened in the date range.