Reports

Reports pulls together data from every other Suite area into ready-made views, so you can see how the business is doing without exporting spreadsheets and building your own charts.

What it does

Instead of digging through Deals, Projects, HR, and Finance individually, Reports gives you pre-built summaries for the numbers you check most often: sales performance, project time, team attendance and leave, and financial health.

Key screens

Sales Report — deal volume and value over time, useful for seeing how your pipeline is trending.

Deal Report — a closer look at individual deals: stage, value, and how long they've sat in the pipeline.

Task Report — task completion by project, assignee, or status, showing where work is on track or falling behind.

Time Log Report — hours logged across projects and tasks, broken down by employee.

Weekly Timesheet — a report view of submitted timesheets, useful for a quick payroll or billing sanity check.

Attendance Report — clock-in/out patterns, late arrivals, and absences across the team.

Leave Report — leave taken and remaining by employee and leave type.

Finance Report — overall financial position: invoiced, collected, and outstanding.

Income Vs Expense — a side-by-side view of money coming in against money going out over a chosen period.

Expense Report — a breakdown of logged expenses by category or date range.

Step by step: common tasks

Check how sales are trending this month

1. Go to Reports, then Sales Report.
2. Set the date range you want to compare.
3. Review deal volume and value against previous periods.

See if a project is running over on hours

1. Go to Reports, then Time Log Report.
2. Filter to the project in question.
3. Compare logged hours against the project's budgeted time.

Review team attendance for payroll

1. Go to Reports, then Attendance Report.
2. Select the pay period.
3. Cross-check against Payroll before running it.

Understand overall cash position

1. Go to Reports, then Income Vs Expense.
2. Pick the period (month, quarter).
3. Review the gap between what came in and what went out, then drill into Finance Report for invoice-level detail.

Tips

• Check Sales Report and Deal Report together. Volume alone can hide deals stalling in one particular stage.
• Run Time Log Report before invoicing a client on actuals, so you bill for exactly what was logged.
• Pull Leave Report at the start of each quarter so managers can plan around upcoming time off.
• Use Income Vs Expense as your first stop before a monthly finance review. It tells you where to look deeper.