All Reports

The Referrals report shows jobs with a Referred From source recorded against them, including the referral source, client, job details and project fee estimate. Use the report to review where projects have come from, identify referral sources and see the value of jobs associated with each source.

Review fees earned from referred jobs, grouped by the person or organisation recorded as the Referred From source. The report shows jobs and fees billed during the selected period and can include referral comments.

The Productivity Analysis report compares employee hours recorded with hours billed, helping you understand billing performance and how much of your team's recorded time is ultimately recovered through invoicing. View billable, non-billable and non-productive hours, compare billing within the selected period with hours billed at any date, and identify potential delays in billing or outstanding WIP.