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 period.
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
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 data point, select a few or view all. The search bar lets you isolate projects and people in both project and people reports
Please note that the following filters are not available at the moment:
Project Reports:
People & Placeholders Filters
People Custom Fields
Saved Filters
People Reports:
Project Filters (in People Reports)
Project Custom Fields
Saved Filters
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. You can check out the Reports Metrics Glossary to learn more.
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 a hierarchy or nested tables in reports using the grouping option. By default, both projects and people will be on (as if the Detailed switch is on in the previous reports. Summary views via grouping and granular breakdowns 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.
Reordering Groupings
Drag the six-dot icon next to the grouping to reorder. Note that projects and people can’t be reordered.
You cannot add a person-based property grouping on top of projects or project-based property grouping on top of people.
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. 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 to save or create a new report. As 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
It shows you who has the capacity to take on work.
Using the preset Utilization, filter for either a default role, a specific skill or a custom field. You can even choose a few options.
Choose the column: Capacity>Remaining Availability.
Choose a Time period.
Sort on Remaining Availability 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
Using the preset Utilization, group by Team
Columns: Financials>Revenue (uncheck Utilization) and click apply.
Choose the date range and time period.
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.
Using the Period preset, filter for a specific client or select all.
Add a grouping like "Team" for a more detailed breakdown.
Column> Financials>Costs & Profits>Margin.
Check and uncheck "Time" & "Projects" & "Person" to remove preset options.
Set the time period to be Jan 1- Dec 31 2024 and choose the time period Quarter.