Reports

Reports has a tab for each report. What you see depends on your roles: everyone sees their own hours, a team lead their team’s, a project manager their projects’, and HR, Finance, and Management everyone’s. Drafts never count; Approved only narrows to approved hours.

Every table with an Export button downloads as Excel or CSV, or becomes a new spreadsheet in your Google Drive (Enterprise add-on, once your Workspace admin allows it). The export holds exactly the rows the page shows.

Hours

Hours for any period (this month, last month, this quarter, this year, last year, or your own dates), grouped by person, project, client, task, month, or team, then by a second of those. Filters narrow to a person, project, client, or team. The cards on top add up the hours, the billable share, overtime, and how much is approved.

Utilization

Billable hours over available hours, where available is the contract’s hours less public holidays and approved leave. By person, team, or month. It needs View utilization reports (report.utilization.view): team leads, project managers, HR, Finance, and Management have it.

Allocation and the bench

Who is free now and in the next 4, 8, or 12 weeks, from their assignments: on the bench, partly free, fully allocated, or over-allocated. Filter by skills to find, say, who knows React at an advanced level and TypeScript, and is free. A project manager sees the people on their projects, without the names of their other projects.

Margin

Finance add-on. Revenue (approved billable hours × bill rate) minus cost (hours × cost rate), per project, client, or month, in your organization’s currency. Hours billed in another currency are converted at the exchange rates Finance enters for each month on the same page. Hours missing a bill rate, cost rate, or exchange rate are counted apart, never guessed.

The tab needs View margin and finance reports (report.finance.view); revenue also needs View bill rates (rates.bill.view), and cost View salary and cost rates (compensation.view).