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Work Insights Report
Work Insights Report

Track how effective your team is at getting work done with the new work insights report

Amanda Aparicio avatar
Written by Amanda Aparicio
Updated today

In this report, you can view insights like:

  • # of completed projects

  • % of projects completed on time

  • Average days to complete projects

  • # of work overdue

  • Compare open vs closed projects by team member

  • Compare open vs completed projects on a client-by-client basis

  • The # of projects in each tag/status

You can access this report under the Workflow Tab here.

There are a couple of notable features about this report:

  • The filters at the top allow you to drill down into the data so that you can answer specific questions about your firm's work

  • Clicking on the boxes for "Projects Completed", "Projects Completed on Time", and "Projects Overdue" will show you which specific projects are contributing to the displayed count

  • The value for "Average Days to Complete Project" is calculated by taking the average of the days between the Start Date and the Closed Date of a project. If no Start Date value was set, then the Created Date is used instead.

  • All graphs display the top 15 items so that you can quickly view which staff members and clients are contributing the most to your firm's project count as well as what tags are located on the majority of projects

  • The "View All" option on each graph gives you the ability to view the full breakdown of your staff, clients, and tags

  • Lastly, the "Team Performance" and "Client Performance" charts are color-coded -- all projects that are on time or completed are green whereas overdue projects are red

Please note that only Owners and Admins have access to this report.

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