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Open a report, set the period and export

Find the studio's reports, choose the period they cover, and download the figures as an Excel file.

Who can do this: admins and managersUpdated

Reports show live figures from your studio. Admins and managers can open them by default.

Open a report

  1. Click Reports in the sidebar.
  2. Click a card: Overview, Projects, Team, Finance, Procurement or Revenue & P&L.

Set the period

  1. At the top of the report, click This Week, This Month, This Quarter, This Year or Custom.
  2. For Custom, choose a From date, then a To date.

The figures reload. The period is kept in the page address, so you can bookmark or share the exact view.

Export to Excel

  1. Set the period and any filters.
  2. Click Export.

An Excel file (.xlsx) downloads. Export is on the Projects report, the Hours tab of the Team report, a person's detail page and a phase's time logs.

Good to know

  • This Week runs from Monday to today. This Month and This Quarter run to the end of the month or quarter.
  • Overview and Team open on This Month. Projects, Finance, Procurement and Revenue & P&L open on This Year.
  • Staff costs, cost columns and margins are shown only to admins and managers. In exports, those columns are empty for anyone else.
  • The Projects export includes every project in the period, even if you searched the list.
  • Admins can ask questions about the figures with Report Insights. See Ask Report Insights about a report.
  • See Read the Finance report and Read the Revenue & P&L report.