The reports, and which one to open

You have a question. Which report answers it?

The hub sorts reports by what they are built from. The cards below sort them by what you want to know, which is usually the faster way in.

Pick by the question

Is everybody's tracker actually running?Activity. Count the people in it against your headcount before you read any other number. A missing person is a coverage problem, not a performance one.

How much of our time matched no rule?App and website use. The Uncategorized tile is the honesty check on every productive percentage in the product.

What did one person do on one day?Timeline. Sessions, apps, idle gaps and screenshots on one axis. Open it before you act on any exception.

Who booked their day to a task, and who did not?Timesheet detail. Task work against background time, per person per day, against an eight-hour line.

Which project is carrying hours nobody can invoice?Project summary. The non-billable share per project, with the cost behind it.

What does each client owe this period?Monthly client billing. Tenant admins and auditors only. Read the approval warning on that page first.

What does each person cost, and who has no rate?Resource billing. The No default rate tile finds the people being costed at zero.

Is anybody over their hours and heading for burnout?Wellness and Workload Balance. Fixed at the last 30 days. The 10h+ streak column is the strongest signal on it.

Who is ahead this month, and what moved them?Scorecard. A monthly score out of 100 from five pillars. Read the five, not the one.

Who is putting in hours with little to show?Time and Motion. Four quadrants cut by your team's own medians, so half the team is always below each line.

What does last week say, in words?Weekly AI Insights. Written summaries per team. Off until a tenant admin switches it on.

Who can open which

Reports are for managers, tenant admins and auditors.

Two are also open to an employee — Timeline and Timesheet detail — and both narrow to that person’s own rows on the server, not in the interface.

Note

An employee has no Reports link in the sidebar. Those two screens are reachable only by typing the address. If you want people to see their own day, send them the link.

Monthly client billing is narrower still: tenant admins and auditors only. A manager cannot open it.

The three billing reports disappear entirely in a workspace that counts productivity rather than tasks.

Four facts that apply to all of them

There is no team filter anywhere

Not on one of the eleven. Every report is a whole-workspace endpoint. Where a report has an employee picker, use it one person at a time — and read the small print, because on Wellness and App and website use the picker narrows the list while the tiles above it stay whole-workspace.

Export means CSV, and only on six screens

Every export button sends a CSV request and moves you to the Exports screen. Excel and PDF exist only on that screen. Five reports have no export at all — Timeline, Scorecard, Wellness, Time and Motion and Insights. There is no report type behind them either, so the Exports screen cannot produce them.

Four reports ignore your date range

Wellness is fixed at the last 30 days. Scorecard and Time and Motion work in whole calendar months. Timeline is one day at a time. Only the other six take a date range.

Read the unclassified figure first

It is the Uncategorized tile on App and website use. A large one means every productivity number in the product is arguable, including the Scorecard built on top of it.

Two limits that are easy to hit

A period cannot exceed 366 days

Ask for more and the server refuses with “Period exceeds 366-day maximum.” A full year is fine. Two is not.

Report days are cut at UTC midnight

The Default timezone on Workspace settings moves the Timeline and the daily bar charts. It does not move the period boundary on the tabular reports — those start and end at UTC midnight whatever the setting says.

It matters where your working day straddles UTC midnight. For India, Australia or the US west coast, a figure for “yesterday” is not the local yesterday.

A sensible order

1. Activity — is everybody tracking? Compare the people count against your headcount. Fix coverage before anything else.

2. App and website use — how much is unclassified? Under 10% is healthy. Above 25% and the productive share is not worth arguing about.

3. Wellness — is anybody in trouble? This one is about people, and it does not wait for the other two to be right.

4. Project summary or Billing — did the money land where you think it did?

5. Scorecard and Time and Motion, last.

Steps 4 and 5 are built on 1 and 2. Reading them first is how a bad number gets into a conversation you cannot take back.

Next: Activity · App and website use