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How to use New Reports

New reports are currently in beta. New documentation and help articles are coming soon. This article is a brief overview on functionality.

Lyssa Parisella avatar
Written by Lyssa Parisella
Updated today

Types of Reports

Runn offers two report types: Project Reports and People Reports. You can customize these reports to meet your specific needs by filtering, grouping, adjusting columns, and setting date ranges. Save custom reports by clicking “Create Report” and assigning a unique name.

To help you get started, we've set up some default presets:

Project Report Presets

  • Project Overview – All your projects, not date-limited.

  • Project Period – KPI reporting at specific points in time.

    Cumulative (rolling totals) and Milestones reports are still available under our classic reports.

People Report Presets

  • People Explorer – Flexible people data that can be grouped by time periods.

  • People Variance – Compare schedules vs. actuals.

  • People Utilization – View utilization levels for individuals, teams, or custom metrics.

  • Completed Timesheets – Quickly see which timesheets are missing.


Understanding Functionality

Views: PLEASE DO NOT USE VIEWS at this time unless the Runn team has implemented this feature for you. There are differences in the filter versions- so the Views may not work accurately.

Tentative Projects: Turn on/off tentative Projects in the report. Control all or specific tentative projects as you do in the Planner

Filtering & Searching: Click the filter button to select from some or multiple options. The filter, a version of our Planner filter, lets you isolate one datapoint, select a few or view all. The search bar lets you isolate people in Project Reports and vice versa.

Columns : These are metrics that can be added to your reports. The columns modal is collapsed- so be sure to click them open to see all options. (Available here )

Date Ranges & Periods: Switch between "Overview" and "Period" views in project reports. Choose the period and date range in both project and people reports.


New Features

Multi-Level Grouping

You can now create hierarchy or nested tables in reports using the grouping option. By default, all details will appear but can be removed. Summary views via grouping and granular break downs can now be used together.

Adding/ Removing Groupings

Click ‘Add Grouping’ and use the arrows to explore options in each category. You can select multiple options, which will be enabled when you click ‘Apply’.

To remove a grouping, click the (X). 'Project' in Project Reports or 'People' in People Reports, can't be removed and will show a lock icon instead.

Please note that some ordering isn't possible for Person fields on Project Reports and vice versa.

Reordering Groupings

Drag the six-dot icon next to the grouping to reorder. Note that projects and people can’t be reordered.

Please note that some ordering isn't possible for Person fields on Project Reports and vice versa.

Custom Reports

Custom Reports are shared and visible on the Reports Tab for all who have access. They will appear after the template reports and include who and when they were created.

Custom reports can be built by Admin and Managers with the right to Manage All Projects and All People, but not any other user types or permission levels. However, all those with access to Reports can view them. (If the columns selected are financial and you do not have those permissions, you will only see what is available)

Note: Remember to use a consistent naming convention across the organization for easier management.

Creating Custom Reports and Saving Changes

When editing a preset or custom report, you'll be prompted to save changes or create a new report. Any changes like changing views, adding a filter, a new metric or grouping will prompt you save or create new. As we you can edit others reports, remember to create a new report with a new name to prevent issues.

Users who can create reports can also edit other's reports. Remember to create a new report to avoid overriding a colleague's custom report.

Editing or Deleting

To rename or delete a report, go to the report dashboard, click the three dots, and select "Edit Name" or "Delete Report." Please note there is no way to get a report back that has been deleted.


Sample Custom Reports

Bench Report

Shows you who has capacity to take on work.

  1. Using the preset Utilization, filter for either default role, a specific skill or a custom field. You can even choose a few options.

  2. Choose the column: Capacity>Remaining Availability.

  3. Choose a Time period.

  4. Sort on Remaining Availabillity to see the ones with the most hours available for the prescribed time period. (Utilization is based on effective capacity - so looking at the remaining hours will give you a better idea of who's on the bench with lots of capacity to take on work.

Revenue By Team

Shows how much revenue each team is driving for a set period

  1. Using the preset Utilization, group by Team

  2. Columns: Financials>Revenue (uncheck Utilization) and click apply.

  3. Choose the date range and time period.

  4. If you wish to only see this for one or two teams, use the filter to select these.

Client Project Breakdown for the Year

Shows you how much profit each client drove in the past year.

  1. Using the Period preset, filter for a specific client or select all.

  2. Add a grouping like "Team" if you want a more detailed breakdown.

  3. Column> Financials>Costs & Profits>Margin.

  4. Check and uncheck "Time" & "Projects" & "Person" to remove preset options.

  5. Set the time period to be Jan 1- Dec 31 2024 and choose the time period Quarter.

You cannot add a person based grouping on top of projects or project based grouping on top of people.

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