Standard reports
Four ready-made views of spend, utilization, project burn, and compliance.
Standard reports answer the questions you ask most, with no setup. Each one reads from the time your team already logs, so opening Reports is enough to see where spend, utilization, and compliance are heading. They're on every plan.
What each report shows
Open any card on the Standard Reports tab to drill into the full report.
Spend summary
How much you've approved against what's funded. A bar chart pairs approved spend with remaining funding for each period your work bills against, and the table below breaks out Spend, Funded, and Remaining per Contract Period.
Utilization
How billable your team has been. A line tracks billable utilization across the trailing twelve months, with a tile calling out the current period, so you can see the trend and where it stands today.
Project burn
How fast funding is being consumed. Each funded project gets a card with a progress bar for funding spent, the funded amount, how much of its time window has elapsed, and a pace indicator that flags whether spend is ahead of or behind schedule. For how each period's funding is recorded and tracked, see Funding and burn.
Project burn doesn't take a date range. It always shows each funded project's full period of performance, which keeps its remaining balance and pace accurate.
Timesheet compliance
Whether timesheets land on time. Tiles surface on-time submission, approval, and submission rates, and a donut shows the status mix across recent cycles, so you can spot a slipping team before a period closes.
Need hours by charge code or leave balances?
Those used to be standard reports. They're now custom reports instead: build a chart report on the Charge code hours or Member leave balances feed, or a table report for the raw rows.
Scoping and exporting
Set a report's time window from its own header. Step through periods or years with the arrows, or select Choose date range for an exact span (Project burn is the exception, staying on its full period of performance). Then export to CSV or Excel from the same header. See Reports overview for how each control works.
