Finance & billing
Analytics & reporting
Track operations, workload, and payroll with the analytics dashboard and CSV exports.
For: Manager or finance
Walkthrough video
Analytics & reporting walkthrough
A short product video or annotated screenshot showing this from the user's point of view.
How it works
Follow these steps to get it set up and working.
- 1Open Analytics to see grouped dashboards — jobs, scheduling, workload, and more.
- 2Set a date range to focus on a week, a month, or a custom period.
- 3Check work-assignment fairness and utilization to spot overloaded or idle members and resources.
- 4Export payroll, leave, or audit data as CSV to hand off to finance or an external system.
What this connects to
The records and settings involved behind the scenes.
- Jobs & schedule
- Completed and scheduled work is the raw material for utilization and workload metrics.
- Payroll & leave
- Reviewed hours and approved leave feed the finance-facing views and exports.
- Exports
- CSV exports cover payroll, leave, and the audit log for handoff to finance or reporting tools.
Outcome
What you get
Managers and finance get the operational picture without waiting for a manual export.