The job of this console
Pick a report, set filters, read, export. If a number is wrong, fix the project, task, or timesheet, then rerun.
Project · Reporting
Reports
Run permission-scoped reports with date/team filters and export result tables.
Tabular reporting workspace for utilization, delivery, and operational exports.
Operational reports
Permission-scoped tables you can export
Reports run permission-scoped operational reports with date/team filters and exportable tables. They read delivery and people sources; they are not a warehouse you type into.
Projects → Operational reports
Route
/project/reports
Project Manager · Finance Manager · Executive · Admin
Seat at the table
Managers and above as persona allows. Contributors use list and timesheet instead.
The working rhythm
Choose report, filter, run, export if needed. Do not screenshot a stale export as the live number.
Moments that bring you here
Weekly ops. A customer status pack. After timesheet lock. When analytics hub is too broad and you need this operational grain.
ⓘ
Scoped to what you may see
Persona and permission filters apply. Export is a snapshot of sources, not a new ledger.
Overview
Reports complements dashboard visuals by returning row-level data for audit, export, and analysis workflows.
Screen layout
Header: REPORT selector, date range, team scope, text filter, run/export actions.
Body: Result table with pagination where applicable.
Header & filters
Filters: Report type · Date range · Team selection · Filter list text
Summary & charts
The Lux summary strip at the top of this screen is collapsible. Expand it to reveal KPI tiles and chart panels; collapse it for a wider register. All charts respect your active filters (SHOW preset, team scope, date range, text search).
Reports use date/team scope — not Apex charts but operational outputs.
◆ Emerald Luxury UI theme · chart data refreshes when filters change
Available reports
Data Dump
ReportEmployee Utilization
ReportMy Utilization
ReportMy Timesheet Data
Report15% Report
ReportEst vs Actual (Deliverables)
ReportEst vs Actual (Activities)
ReportSite Activity
ReportWeekwise Utilization
ReportWeekly PO Estimation
ReportResource Allocation
ReportProject Completion
ReportMain content & actions
Use the Create Report Config panel to save frequently used combinations for weekly or monthly routines.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Report catalogTwelve operational and compliance reports.
- ✓Date range pickerScope all reports by period.
- ✓Team filterLimit report to org units.
- ✓Export formatsCSV/Excel download per report type.
- ✓Est vs actual reportsDeliverable and activity variance analysis.
- ✓Utilization reportsEmployee, my, and weekwise variants.
Before you start
📝
Data Dump sensitivity
Contains operational PII — follow secure transfer policy.
💡
Month close
Run Est vs Actual (Deliverables) + Employee Utilization same date range.
Who uses this screen
Analysts, PMs, and finance exporting operational data — twelve report types including utilization, est vs actual, and resource allocation.
ℹ️
Export and compliance hub
Set date range and team filter once — applies to all report runs on this page.
Key concepts
Report catalog
Twelve cards: Data Dump, Utilization variants, Est vs Actual, PO estimation, etc.
Date range picker
Scopes all report outputs to period.
Team filter
Limit to org units for manager views.
Export formats
CSV/Excel per report — large extracts async on some deployments.
Est vs actual pair
Deliverable-level and activity-level variance reports.
Permissions
| Role | Access on this screen |
|---|---|
| Resource manager | Utilization and allocation reports. |
| Project manager | Est vs Actual, Project Completion. |
| Individual contributor | My Utilization, My Timesheet Data only. |
| Finance / compliance | 15% Report, Data Dump, Weekly PO Estimation. |
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Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| Report catalog grid | Select report type. | See embedded catalog table in guide. |
| Date range | Start/end for extract. | Required before run. |
| Team filter | Org scope. | Optional for personal reports. |
| Run / Generate | Execute report. | May take seconds on large data. |
| Download CSV/Excel | Save output. | Filename includes date stamp. |
| Report description | Purpose and audience per card. | Hover or expand. |
| Schedule (if enabled) | Recurring email. | Admin configured. |
Common mistakes
⚠️
Full company Data Dump casually
PII and performance exposure — scope team and date minimally.
⚠️
Est vs Actual before estimates exist
Meaningless 100% variance — fix deliverables first.
⚠️
Wrong week boundary on utilization
Align date picker with payroll week — check timezone in Settings.
FAQ
Which report for billing?
My Timesheet Data or Data Dump with finance mapping — not Utilization alone.
15% Report?
Org-specific compliance template — see finance for definition.
Can I automate exports?
Scheduled reports if licensed — else manual download.
Report data lag?
Timesheet lock may delay final numbers until HR closes week.
Workflows
- Select report type.
- Set date and team scope.
- Run/View report.
- Download export file.
Tips & best practices
Tip: Reports unavailable to your role are intentionally hidden from the dropdown.
More guidance
💡
Remember
Twelve cards: Data Dump, Utilization variants, Est vs Actual, PO estimation, etc.
ℹ️
Which report for billing?
My Timesheet Data or Data Dump with finance mapping — not Utilization alone.