Reporting & Analytics

Analyze your business performance with built-in reports covering finances, project profitability, time tracking, and client performance.

Financial Overview

High-level view of revenue, expenses, and outstanding invoices across your business

Revenue, expenses, profit margins, and cash flow trends

Analyze revenue vs. costs per project to understand which work is most profitable

Revenue vs. costs breakdown, profit margins, and project comparisons

Track hours logged per project, task, and team member with utilization rates

Hours by project, billable vs. non-billable, and team utilization

Analyze revenue and activity per client to identify your most valuable relationships

Revenue by client, payment history, and lifetime value analysis

Basic reports with current month data and category breakdowns.

Full reports with custom date ranges, trend charts, and PDF/Excel export.

Everything in Professional plus team analytics and cross-project comparisons.

Can't find the report you need or have questions about the data? We're here to help.