Reports

Navigating reports

The Reports section lets you easily view utilization rates, understand how much capacity you have, and really drill down into the numbers. The Resources report is displayed by default. To switch between repo...

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Capacity planning

Identify areas where demand outstrips availability by sorting the resource list by the Waiting List column. With this enhanced visibility, you can identify areas where you need to take corrective action, e.g., ...

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Filtering reports

Need to run a utilization report on just one department? Or on one location? Filters work in conjunction with custom fields to help you to focus on specific groups of resources. You’ll know filters have been ap...

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Using date ranges in reports

The default date range is for the current week. Click This Week to choose other date ranges from the drop down menu, or enter your own by selecting Custom. Use the arrow buttons to the right of the date select...

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Using the downloaded reports

If you like crunching your numbers in a spreadsheet, you can do that by downloading your reports in XLSX/CSV format. When you download your reports, we’ll also send you 3 CSV files of raw data. Make sure you’ve...

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