Navigating: Reports

Navigate through your Reports and get a detailed breakdown of your team members capacity, utilization, profitability, and more.

Navigating Reports

Screen Shot 2019-06-12 at 8.47.09 AM

Starting from the left:

  1. Report Type Drop Down: Click to select to view/ organize reports based on; Projects, People, Business, Portfolio or All.
  2. List or Portfolio View: click to switch in between list or portfolio view per your preference.
  3. Search: Click to search for specific reports.
  4. New Report Button: Click to create a brand new report. - 2019-05-20T143005.242


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