Reporting & Dashboard
Keep your finger on the pulse of your business. Track client, project, and expense reports from one dashboard.
What You Can Do with Reporting & Dashboard
- Live dashboard: open projects, tasks, expenses
- Client and project-based expense reports
- Team performance analytics
- CSV and PDF export
Frequently Asked Questions
What does the dashboard show?
Open projects, total expenses, completed tasks, upcoming deadlines, and client KPIs appear on the dashboard.
Can I filter reports?
Yes. Filter by date range, client, project, and category.
In what formats can reports be downloaded?
All reports can be downloaded as CSV and PDF.
What does the team performance report include?
Shows completed task count, expense amount, and project contribution per user.
Is the data real-time?
Yes. Dashboard shows live data cached for 2 minutes.