# Reports

## What reports or dashboards are available?

Agencydesk includes a complete reporting suite designed for agency operations. Each report draws from real-time Job Costing, scheduling, time tracking, and invoicing data—giving Account Executives, Managers, and Owners clear visibility into performance and profitability.

Available reports include:

## Active Jobs Report

A real-time operational view showing all active Jobs by an Account Executive.

{% hint style="success" %}
Flag risks or overruns early. Ideal for daily stand-ups, AE check-ins, and workload planning.
{% endhint %}

Includes:

* Estimated vs tracked hours
* Billable amounts
* Job progress
* Due dates
* Line-item status (Issued, Active, Activated)

<a href="reports/active-jobs-report" class="button primary">Using the Active Jobs Report</a>

<figure><img src="https://1157247567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7D6eF196PUKFr153UEk%2Fuploads%2FDxoDzZBzrsDsoibcFvcu%2FAD_Reports_Active%20Jobs.png?alt=media&#x26;token=f35e3bc4-27a3-457e-912b-02447c072fb0" alt=""><figcaption></figcaption></figure>

## Work Distribution Report

<figure><img src="https://1157247567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7D6eF196PUKFr153UEk%2Fuploads%2F5ZS5TWkCE1PH4LC6BUdY%2FAD_Reports_Work%20Distribution_1.png?alt=media&#x26;token=d9cd602a-324e-44c7-82d1-798a1243a8ed" alt=""><figcaption></figcaption></figure>

A multi-section report showing exactly where active hours are concentrated across the business.

{% hint style="success" %}
Perfect for identifying hiring needs, departmental pressure points, and sales opportunities.
{% endhint %}

#### By Department

Shows billed vs unbilled hours across Creative, Development, Content, Strategy, PM, Social Media, Data, etc.

#### By Job Category

Shows which services (e.g. Retainers, Websites, Creative, Strategy, Campaigns) are driving work volume.

#### By Account Executive & By Team Member

Tracks workload distribution per AE, and total assigned hours per team member, highlighting capacity or overload.

#### By Month

A month-by-month timeline of billed vs unbilled hours, revealing operational peaks and slow periods.

<a href="reports/work-distribution-report" class="button primary">Using the Work Distribution Report</a>

## Forecasting Report

<figure><img src="https://1157247567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7D6eF196PUKFr153UEk%2Fuploads%2F9Hub98QP9P5GW1A3eOKk%2FAD_Reports_Forecasting.png?alt=media&#x26;token=d9a1f873-dd79-4725-8321-af2ab766b1e5" alt=""><figcaption></figcaption></figure>

A financial forecasting dashboard showing upcoming revenue based on the due dates of active Jobs.

Includes:

* Total receivables by Job due date
* Billed vs unbilled values
* Receivables by client
* Month-by-month revenue pipeline

{% hint style="success" %}
Useful for financial planning, revenue predictability, and cash-flow management.
{% endhint %}

## User Time Recon Report

<figure><img src="https://1157247567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7D6eF196PUKFr153UEk%2Fuploads%2FSc1y7nVuavd1dp4hld2j%2FAD_Reports_User%20Time%20Recon.png?alt=media&#x26;token=486312f3-6d5d-4d5a-baa7-109bea4dc0bb" alt=""><figcaption></figcaption></figure>

Shows each user’s time efficiency and adherence based on completed tasks. Filter by user or department. The graph timeframe can be set to 3 months, 6 months, 12 months, 18 months, or 24 months.

<a href="reports/user-time-recon-report" class="button primary">Using the User Time Recon Report</a>

## Manager Time Recon Report

<figure><img src="https://1157247567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7D6eF196PUKFr153UEk%2Fuploads%2FzZWGoyp8bLjlOZgkgTwj%2FAD_Reports_Manager%20Time%20Recon.png?alt=media&#x26;token=ce0fb628-ba01-41e3-b567-6840541236a0" alt=""><figcaption></figcaption></figure>

Similar to [User Time Recon](#user-time-recon-report), but grouped by **Account Executive**, revealing performance trends in:

* Estimated vs actual performance
* Overrun patterns
* Job delivery behaviour

{% hint style="success" %}
Great for coaching AEs or understanding which accounts need intervention.
{% endhint %}

## Financial Summary Report

<figure><img src="https://1157247567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7D6eF196PUKFr153UEk%2Fuploads%2FZXkDpPbZi4dnqWGLlbWO%2FAD_Reports_Financial%20Summary.png?alt=media&#x26;token=b5ea1a1c-0721-4582-bd39-225b92c7532b" alt=""><figcaption></figcaption></figure>

The Financial Summary report provides a visual overview of revenue performance over time.

It allows you to:

* Track total revenue trends
* Compare revenue against a monthly target
* Analyse performance by Account Manager
* Include or exclude supplier costs
* Customise chart display settings

<a href="reports/financial-summary-report" class="button primary">Using the Financial Summary Report</a>


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