Reports

Reports run across every project you can see, not one at a time. Find them under Reports.

Time log

Everything logged, filtered by date range, client and person. Split by billable / internal / non-billable, so you can see chargeable work separately from your own overheads and from work you chose not to charge for.

Defaults to this month.

Workload

Open tasks per person, broken down by status, with an overdue count. Sorted by most loaded first. People with nothing open still appear, at the bottom — "who has capacity" is as useful a question as "who's drowning".

Paused projects are excluded: a deliberately on-hold project shouldn't make someone look busy.

Budget

Every project with its pricing model, fee or rate, hours logged, cost so far and expenses. Projects with no pricing set are marked rather than shown as zero.

Hidden from viewers, like all commercial data.

Pipeline

Your sales picture: open pipeline by stage, win rate, why deals were lost, forecast by expected close month, average won deal size and average days to win.

Two definitions worth knowing:

• Win rate counts only decided deals. Including open ones would make a healthy, growing pipeline read as failure, since everything starts undecided.
• Average deal size uses won deals only. Averaging in lost or speculative values measures optimism, not revenue.

Where there's nothing decided yet, win rate shows as no data rather than 0% — "0%" reads as "we never win anything", which is a different and much worse claim.

Trends

Everything else here is a snapshot of now. This one is the question you actually ask on a Monday: is it getting better or worse?

Month by month, over the last 6, 12 or 24:

• Hours logged, split billable / internal / not billable. The split is the interesting part — more hours with a shrinking billable share is a worse month, not a busier one.
• Billed and received, on the same scale. The gap between them is your payment terms in practice, as opposed to on paper.
• Effective hourly rate — what you billed divided by the billable hours behind it. The number that tells a fixed-fee shop whether it's quoting well.
• Work won, with win rate, using the same definitions as the Pipeline report.

Two things it deliberately won't do:

• It won't invent months. The chart starts at your earliest real activity, so an empty column always means a quiet month rather than a month before you were here.
• It won't show a zero it can't stand behind. An effective rate with no billable hours behind it shows as a dash, not £0/hr — the question has no answer, and answering it anyway would be a lie about a month you may have taken off.

AI usage

Tokens and approximate cost per project and per operation, if you use AI. Costs are shown in US dollars because that's how providers price, whatever your own currency.

Activity

What happened over a date window, across everything — status changes, comments, time logged, files, completed checklist items — with presets for the last 24 hours, 7 days or this month. Each project also has its own activity log.

A note on emptiness

Reports need work to report on. On a new account they'll say so and point you at creating a project rather than showing empty charts.