Overview
Understanding reports and analytics
Overview
SimplyManage provides comprehensive reporting and analytics to help you understand how time is spent, track project progress, and make data-driven decisions.
Report Types
SimplyManage offers several types of reports:
Time Reports
- Detailed Time - Individual time entries with full details
- Summary - Aggregated time by day, week, or month
- By Project - Time grouped by project
- By Team Member - Time grouped by person
- By Client - Time grouped by client
Utilization Reports
- Team Utilization - Billable vs. non-billable time
- Capacity Planning - Available vs. used hours
- Trends - Utilization over time
Project Reports
- Budget Status - Spent vs. allocated
- Project Progress - Task completion and time spent
- Profitability - Revenue vs. costs
Learn how to generate reports →
Info
Report access depends on your role. Users see their own data, Managers see team data, and Admins see all organization data.
Dashboard Analytics
The main dashboard provides at-a-glance analytics:
- Hours today/this week - Your tracked time
- Active projects - Projects you're working on
- Team activity - Recent team time entries (managers)
- Pending timesheets - Awaiting approval (managers)
Filtering Reports
All reports support flexible filtering:
| Filter | Description |
|---|---|
| Date Range | Specific dates, last week, this month, custom range |
| Project | Single project or multiple projects |
| Team Member | Filter by specific people |
| Client | Filter by client |
| Billable | Billable, non-billable, or all |
Exporting Reports
Export reports in multiple formats:
- PDF - Formatted reports for printing or sharing
- CSV - Raw data for spreadsheet analysis
- Excel - Formatted spreadsheets
Scheduled Reports
Set up automatic report delivery (Admin feature):
- Configure the report and filters
- Click Schedule Report
- Select frequency (daily, weekly, monthly)
- Enter recipient email addresses
- Save the schedule
Weekly Summaries
Schedule a weekly summary report to keep stakeholders informed without manual effort.
Data Visualizations
Reports include visual charts:
- Bar charts - Compare values across categories
- Line charts - Show trends over time
- Pie charts - Display proportions
- Tables - Detailed data views