Executive reports

The Executive Reports page displays a carefully selected set of reports chosen from the financials, project, resource, sales, and service desk areas. This report set provides most of the key business data you need to track your business progress.

The Executive Reports page is available from Reports > Executive to users with access to the Admin, Contracts, or Reports modules.

Click a link to view details for a specific report.

Financial

Invoice totals by organization

Posted detail

Pre-posting detail

Profit summary by organization

Profit summary by contract

Projects

Overdue project summary

Pending and overdue project tasks

Project financials

Project hours & financials by phase or task

Resource

Resource productivity

Resource utilization

Sales

Opportunity detail

Service Desk

Closed Ticket Performance

Pending and Overdue Tickets

SLA performance by SLA

SLA performance by ticket

 
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