These presets are preloaded with project-specific metrics and information to provide a good starting point.
You can always create custom reports based on the presets, define a specific date range or add/ remove metrics to tailor a report that suits your needs.
IMPORTANT
Metrics Definitions
Read more about how Runn accounts for scheduled vs. actual hours, placeholders, and tentative projects in the Runn Metrics Glossary.
⚠️ Ensure no missing actuals
Missing actuals may affect the accuracy of your reports. Check the Completed Timesheets Report first to ensure there are NO missing actuals
Overview
The Overview report provides a high-level view of projects, with key metrics such as revenue, profit, costs, and total hours, enabling performance tracking at a glance.
Learn more about the Project Overview Report and customization examples.
Financials
Click on "Financials" to view the presets focusing on financials-related metrics:
Report Name | Description |
Profit & Margins | See which projects are driving the most value by comparing revenue, costs, and margins to optimize pricing and delivery decisions. |
A report that shows a cumulative / running / rolling total of projects. The report is most commonly used for end-of-month reporting. | |
Financial Forecasting | View tentative and confirmed project pipelines, and compare scenarios by turning tentative projects on and off to forecast your project financials. |
Profitability by Client | Understand client profitability and costs to reveal which accounts drive the most value. |
Revenue & Costs by Phase | Track revenue and costs by project phase to understand financial performance at each stage. |
Performance
Click on "Performance" to view the presets focusing on performance-related metrics:
Report Name | Description |
A report that shows a cumulative / running / rolling total of projects. The report is most commonly used for end-of-month reporting. | |
A report that lists milestones and their notes linked to all projects for a selected date range. | |
Scheduled vs Actual Hours | Compare scheduled hours against actual hours to spot variance and improve planning. |