As we have moved to the new reporting system, in September 2021 we have deprecated old reports that were available from the Reports tab in the main navigation.

All reports from there can be found in the Insights Library under the Insights tab.

Go to Insights > From Library, search for your report, or browse by categories.

Note: All the insights in the Library can be edited and saved. We suggest you save insights that you frequently use.

List of old Reports and where to find them

Report

Where to find it

Profitability

Profitability category

We have deprecated the Profitability report, but you can find all associated data in the series of insights in the Insights Library under the Profitability category.

Alternatively, you can create your own profitability report that looks the same as the old one. More on that in the following heading.

Time

Time report

New Time report is available in the Insights library under the People and Operations categories.

Sales

Sales category

We have deprecated the Sales report, and similar reports are now available in the Insights Library under the Sales category.

Time off

Time off booked by Person

The same report is available in the Insights library under the name Time off booked by Person.

How to create the old Profitability report from Insights Library?

The old Profitability report can be created from scratch by choosing the Financials source and adding fields and filters as shown in the screenshot.

Be sure to add the following fields:

Worked Time, Billable Time, Cost, Margin, Recognized Revenue, Recognized Profits, Scheduled Revenue, and Invoiced.

Also, make sure that the following filters are turned on:

Project type = Client

Group = By Company

Future / Past = Past

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