Dashboard, activity and reports

The team's week at a glance, everything that happened, and a monthly report per client with a CSV for invoicing.

#Dashboard

The agency's home page:

• Open tickets, Waiting on clients, Done this week and Turnaround (median, filed to done, over 90 days).
• Pipeline by status, and Throughput and hours over the last weeks.
• Team this week: each person's open work and hours.
• Invoicing: billable hours and amounts per client this month.
• Project budgets that are close to or over their hours.
• Client health and the state of your integrations.

#Activity

Every comment, review, status change, new ticket and deliverable across clients in the last 30 days. Filter by kind and by client.

#Reports

Pick a month to see, for each client: tickets filed and completed, turnaround, hours logged, billable hours, and their value at each project's rate.

Export billable hours (CSV) downloads the month's billable time with date, client, project, person, ticket, note, hours, rate, currency and amount: ready for your invoicing tool.

Admins also find the plan and billing here. See Plans and billing.