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
Preset Reports to get you started
Creating custom reports for the organization
Flexible in time periods
Flexible in display units (hours and FTEs)
Better filtering & searching options
Nested Grouping tables
Various metrics available
Phase & workstream reporting
Reorder / lock / sort by Columns
Export data to CSV or Excel format
Graphics/ Data Visualization (under Insights)
Overview
Click "Reports" from the top horizontal menu. The menu includes all Preset Reports, as well as any custom reports you have created. By default, the Preset Reports (created by Runn.io) are above all shared custom reports.
To locate a report in the reports menu page, you can:
Enter the report name in the search box
Click on the column headers to sort the list by ascending or descending order
🎥 Watch video tutorials here.
Getting Started
A good way to start is to begin by asking a few key questions:
What data am I trying to analyze?
Is this for a specific time period?
Why do I need this specific data?
Examples
As a leader, I want to compare utilization levels by team for the next quarter to see if we should reallocate work or consider adding contractors.
As a leader, I want to see all the revenue generated by each client for the next year to determine if we need to take on more work to meet our business goals.
The answers will help you determine which preset to start with and what additional columns you may want to add.
Example 1: Team utilization report for the past quarter
Check out how to set up a team utilization report \here.
Example 2: Revenue report by client for a custom date range
Check out how to set up a revenue report here.
Preset Reports
These presets have the fields & metrics (called Columns) preselected to give a good starting point. If you make any changes, you'll be prompted to create a new report, as you cannot save any report customization over presets.
Project Report
Project Overview Report
Your project metrics for the entire duration of your projects, not date-limited.
Useful for:
Review the overall effort/financial information of your projects.
Learn more about the Project Overview Report here.
Project Period Report
KPI reporting at specific points in time.
Useful for:
Diving down into project data or financials, including phase & workstream reporting for a set period of time.
Learn more about the Project Period Report here.
Project Cumulative Report
A report that shows a cumulative / running / rolling total of projects. The report is most commonly used for end-of-month reporting.
Useful for:
Tracking how your project KPIs have accumulated so far and for forecasting future financial progress.
The report still uses the classic interface and does not have the full flexibility found in other reports. Learn more about the Project Cumulative Report here.
Project Milestones Report
A report that shows a list of milestones and milestone notes linked to all projects for a selected date range.
Useful for: Getting oversight of past or upcoming milestones.
The report still uses the classic interface and does not have the full flexibility found in other reports. Learn more about the Project Milestones Report here.
People Report
People Explorer Report
Flexible people data that can be grouped by time periods.
Useful for:
Looking at overall supply vs demand (placeholder demand vs resource effective capacity), running bench or hiring reports, reviewing skills gaps and utilization & comparing team metrics.
Learn more about the People Explorer Report here.
People Utilization Report
View utilization percentages grouped by individuals, teams, or custom metrics.
Useful for:
Assessing business and individual performance
Learn more about the People Utilization Report here.
People Variance Report
Compare schedules vs. actuals. You can add grouping and more fields to really dive into trend analysis.
Useful for:
Comparing teams' planning and execution, review which roles or skillsets are better estimated, and identify which groups (custom to your business) have the lowest variance rates.
Learn more about the People Variance Report here.
Completed Timesheets Report
Quickly see whose timesheets are missing.
Useful for:
Ensuring there are no missing timesheets to confirm that all effort and financial metrics in reports are accurate.
Learn more about the Completed Timesheets Report here.
Customize a Report
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 on the Planners, you can turn on all or select specific tentative projects for your reports to see how the totals are affected.
For example, toggle on the tentative projects to see how it influences the projected overall project revenue for all projects.
Filter
Using the same filter as our Planner, isolate information more clearly by using our filter.
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.
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.
Creating Shared Custom Reports
Starting from a Preset Report, you can customize it and create shared custom reports that are useful for your organization. Please note that anyone can edit another person's custom reports, so be careful when using an existing report.
Read more on Custom Reports.