🧪Please note: This feature is currently in beta.
The Utilization report allows you to compare how much time your team is spending on billable vs non-billable work, and evaluate individual team member performance.
The Utilization report can be found under Reports > Utilization.
The bottom row of the table displays the totals for each column so that you can quickly get a wholistic view of your firm's work.
The report can be filtered by a specific client, client group(s), and various date ranges using the filters at the top right of the page. Additionally, you can export the displayed data to either an Excel or CSV file for further analysis.
Lastly, Owners can control which roles on the account (e.g. Admin, Member, or Contractor) can view the Utilization report by modifying the settings under Invite Team > User Permissions. By default, only Owners have access to this report.