Runn’s flexible reporting provides clear visibility into your organization's data, meeting the evolving needs of your stakeholders.
Who can access Reports?
Check out Reports: Permissions to learn more.
Key Features
Ready-to-use Preset Reports and fully customizable Custom Reports
Flexible time ranges and display units (hours or FTEs)
Powerful filtering, search, and grouping capabilities
Support for phases and workstreams related metrics
Customizable tables (reorder, lock, and sort columns)
Exportable to CSV or Excel
🎥 Watch video tutorials here.
How to find the reports I need?
Click "Reports" from the top horizontal menu to access the Reports Center.
Choose between the Presets and the Custom Reports tab to look for the report you need
Sort by Column Headers
You can sort the list of reports in either ascending or descending order based on:
Name - Name of the report
Type - People or Project-based report
Created by - the person who created the report
Last Updated - date, time and by whom the report was last updated
Click on the column headers to sort:
Search by keyword
If you know the name, type, or the name of the report creator of the preset or custom report, click on the magnifying glass icon on the top right to enter the keyword and search:
Preset Reports
These presets are pre-loaded with specific metrics and information to provide a good starting point.
Preset Reports are organized into four categories:
Report Category | Description |
People | Insights into capacity, utilization, costs, and financial contribution |
Projects | Insights into project performance, financials, and delivery efficiency |
Hiring & Resource Requests | Monitor hiring, resourcing demand, and upcoming capacity gaps |
Data Governance | Identify data inconsistencies to strengthen reporting accuracy |
Click on the links above to learn more about each category.
You cannot save any report customization that overrides the presets. If you make any changes to the presets, you'll be prompted to create a new report because
Custom Reports
These are reports created by users in your account. They are visible and editable by all users with access to Reports Center.
Starting from a Preset Report, any Manager and Admin users can customize it and create shared custom reports that are useful for your organization.
Read more on Custom Reports.
Reports Customization Features
Whether you are viewing a preset or a custom report created by others, you can always customize the reports to suit your needs.
Views
Similar to the Planners, you can apply Views set up for your Runn account to reports to view a pre-filtered list of projects or people.
Project Reports are filtered based on the Project filters set up in the view
People Reports are filtered based on the People filters set up in the view
At the moment, the following filters are not supported:
Project Reports:
People & Placeholder filters
People Custom Fields filters
People Reports:
Project filters
Project Custom Fields filters
As a result, applying Views created based on the above filters is not supported. The results might not be displayed as expected.
Tentative Toggle
Using the same toggle as in the Planners, you can turn on all tentative projects or select specific ones to see how the totals are affected.
For example, toggle the tentative projects to see how this affects the projected overall revenue for all projects.
Filter
Using the same filter as our Planner, isolate information more clearly.
At the moment, the following filters are not supported in Reports:
Project Reports:
People & Placeholder filters
People Custom Fields filters
People Reports:
Project filters
Project Custom Fields filters
Search
Type a Person's Name or a Project's Name in the search bar to quickly find a person or a project.
Searching by other keywords is not supported at the moment.
Display
Change the effort unit from Hours to FTE (This cannot be saved). For the Project Overview Report, only Hours are available as the effort unit.
To view metrics with decimals, toggle on decimal points for Hours and Financial metrics; two decimal places will be displayed.
Note that Time is displayed as decimals, rather than minutes. For example, 5.5 would be 5 hours 30 minutes, not 5 hours 50 minutes.
Multi-Level Grouping
Add multi-level grouping for deeper analysis.
Learn more about multi-level grouping in reports here.
Columns
Select what information to be displayed in this report.
Learn more about using columns in reports here.
Time Period
A time period will be applied when you open a report. Click on the time period setting at the top right corner to change the selected time period to view the relevant metrics.
Overview
Only available in Project Reports for displaying metrics for the entire duration of the report.
Date Range
Show metrics for a specified date range. You can use this to get annual or even multi-year totals.
Period
Show metrics by day, week, month, or quarter in reports.
To save your customization settings, create a new custom report. Note that the report will be visible to all users with access to the Reports Center.
Learn more about best practices in creating Custom Reports.
Export a Report
You can export reports in CSV or Excel. You can also choose to export the summary row (the highest level of data in groupings) or the breakdown (the lowest level of data in groupings ) in your report.
If you have a multi-level grouping report, you cannot export metrics for all levels. Either remove the higher-level or lower-level groupings until the level you want to export is at the highest or lowest level.