> For the complete documentation index, see [llms.txt](https://help.agencydesk.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.agencydesk.io/admin/reports.md). # Reports ​​Use reports and dashboards to monitor workload, performance, efficiency, revenue trends, and profitability across your agency. Reports in Agencydesk draw live from Job Costing, scheduling, time tracking, and invoicing across the platform. Since Agencydesk is built exclusively for agencies, the reports are shaped around the metrics that matter to agency operations: workload distribution across departments, Account Executive performance, billable utilisation, forecasting, and profitability at Job and User level. This is the natural payoff of running your full agency workflow inside one integrated system. The insights come out because the data was connected on the way in. Available reports: ## Active Jobs Report A current view of active Jobs, their time progress and documents. Filter by Account Manager, Category, Tags and Search; compare original-currency Client balances with the overall Total Billable in the account currency. {% 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) Using the Active Jobs Report ## Work Distribution Report Compare Task estimates with tracked work on open, active Jobs in Hours, charge-out Value, or labour Cost. Financial modes depend on your access. {% hint style="success" %} Useful for reviewing Task budgets and overruns before following up on the contributing Jobs. Read the detailed guide for examples and the meaning of assumed costs. {% endhint %} #### By Department Compare Billable and Non-Billable Tracked, Remaining, and Overrun figures across departments such as Design, Development, Content, and Strategy. #### By Job Category Shows which services (e.g. Retainers, Websites, Creative, Strategy, Campaigns) are driving work volume. #### By Client & By Account Executive Review each Client’s or Account Executive’s Task budget. Use the Client table to select Clients, sort the figures, and open contributing Jobs. #### By Due Month Group Task figures by due month, using Job dates when a Task due date is missing. These are Task budget figures, rather than hours logged within each calendar month. See [Using Work Distribution](/admin/reports/work-distribution.md) for Hours, Value, Cost, Job breakdowns, and printing each section. ## Billed vs Unbilled Report Compare estimated billable Task value with issued billing on open, active Jobs. This report was previously called Forecasting. Includes: * Estimated, Billed, and Unbilled values * Breakdowns by Department, Client, Category, Account Executive, and due month * A sortable Client Billing table and contributing-Job breakdowns * Print / Save as PDF for each section {% hint style="success" %} Useful for reviewing remaining billing balances and finding the Jobs that need follow-up. [Using Billed vs Unbilled](/admin/reports/forecasting.md). {% endhint %} Business Units appear as separate Client rows in Work Distribution and Billed vs Unbilled, with the parent Client beneath the name. The parent’s own row covers Jobs without a Business Unit. Select the relevant unit rows when reviewing the whole Client relationship. ## User Time Recon Report Compare estimated and reported tracked billable and non-billable Task time by person and month. Select people by Department, inspect Task/meeting detail, and export the selected period to Excel. Financial figures use estimated Task value where available. See [Using User Time Recon](/admin/reports/user-time-recon.md) for the picker, chart meanings, Totals & Performance and Excel steps. Both Time Recon downloads offer **By department** or **One list** layouts. User Time Recon can also include performance scores for the Account Owner / Super User when that data is available. Financial measures remain billable-only. For daily and weekly booked-versus-tracked totals, use **Resources > Timesheets** and its Excel export instead. Choose a period of up to three months and the people to include in that export popup. ## Manager Time Recon Report Review billable and non-billable Task time on each Account Manager’s Jobs, with manager selection, month detail and Excel export. This view does not include the user-only Working Hrs line or Totals & Performance cards. * Compare estimated and tracked Task time across each book * Inspect contributing Jobs and Tasks * Export manager period totals to Excel {% hint style="info" %} Useful for reviewing scope and overrun patterns across accounts. [Using Manager Time Recon](/admin/reports/manager-time-recon.md). {% endhint %} ## Financial Summary Report Review monthly invoiced revenue in the account currency, excluding the report’s tax label. Compare completed months and the current month so far across all or selected Account Managers. It allows you to: * Set overall and individual monthly targets * Read Revenue trend or Revenue vs costs * Inspect Monthly values for exact figures * Print both views for an individual or combined card See [Using Financial Summary](/admin/reports/financial-summary.md) for the filters, targets, supplier-cost meanings and printing steps. ## Milestones Report Monitor upcoming, overdue and completed Milestones across Jobs. Choose a date view, Client, Department and Account Managers; search the list, expand Group Tasks, and open the Job timeline for follow-up. * Remembered date views and filters * Print the filtered list with expanded Group Tasks * Export filtered Milestones and Group Tasks to Excel See [Using Milestones](/admin/reports/milestones.md) for the step-by-step guide. ## Multi-Job Recon Report Review selected Jobs together in [Multi-Job Recon](/admin/reports/multi-job-recon.md). Choose Client / Business Unit, Category or date scope; inspect Job breakdowns in home currency, reopen a report link, and print all available breakdowns or export to Excel. Read the summary’s Estimated / Billed basis and the role-dependent sections in the detailed guide. The single-Job Recon and Multi-Job Recon guides explain per-person labour costs and the shared staff-cost eye for the Account Owner / Super User. The eye affects screen, print and Excel; it does not change anyone’s role or access. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. 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