With insights, you can create a custom report with just a couple of clicks. To start, you can use our predefined reports that cover the following:
- Actual utilization by people
- Average invoiced rate by Client
- Budgets That Need Invocing
- Invoiced revenue by Months
- Payments received this month by Client
- Profitability by Client
- Profitability by months
- Time off usage by People
For the complete list, check the menu Insights in Productive.
Using Example Insights
To generate a report with just one click, select the desired report from the list on the right:
Clicking on the report you want will automatically create it.
Building Your Own Report
Of course, you can build a custom Insights report from scratch. Just click on the "New" button and select which type of data would you like to use.
Data can be extracted from Bookings, Budgets, Capacity & Availability, Companies, Deals, Expenses, Financials, Invoices, Payments, People, Projects, Tasks and Time Entries. Availability will depend on your permission level.
To learn how to customise your report click here.