Reports
Reports answer the two questions agencies ask constantly: who has room to take on more work, and is time actually being tracked?
Reports are permission-gated individually (capacity and timesheet are separate permissions), so the Reports section only appears in the sidebar if your role can see at least one. Retainer health isn't a separate report; it lives on each retainer's page.
Capacity
The capacity report compares estimated outstanding workload against available hours, over a window of one, two, or four weeks.
At the top, company-level cards: total capacity, estimated workload, and utilisation. Below, the same numbers broken down by department and by team member, with colour-coded utilisation bars: green under 80%, amber approaching 100%, red beyond it.
The maths is worth knowing so the report earns trust:
- A person's capacity is their weekly hours, scaled by the agency's utilisation target (default 80%, configurable in agency settings), because nobody does 38 billable hours in a 38-hour week.
- Workload is the sum of estimates on their open tasks, minus time already logged. Tasks without estimates contribute nothing, which is a good reason to estimate.
- Only departments with Tracks capacity enabled are included, so ops or admin teams don't muddy the picture. If someone is in several tracked departments, their hours are split between them.
Time tracking
The time tracking report shows each person's tracked hours against their weekly target, by week or by month, with previous/next navigation. Percentages are colour-coded so under-tracking (which usually means unbilled work, not idle people) stands out.
Click any person to drill into their day-by-day breakdown: tracked versus target for each day of the period. Filter by department or search by name.
Feeding the reports
These reports are only as good as their inputs: estimates on tasks drive capacity, and logged time drives the timesheet. Both improve as habits, not mandates, and the Needs My Input view helps by chasing missing estimates automatically. If your role has access, reporting is also available conversationally: "who has spare capacity next week?" via a connected AI assistant.