Reporting Overview

MONTON provides several built-in reports for tracking team performance, project progress, and resource utilization. The reporting system is designed for ADMIN and MANAGER users to gain insights into organizational performance.

Available Reports

Report Access

Navigation to reports:

Reporting menu: Navigate to Reporting in the sidebar
Reports section: Access Reports for additional report options

Role-Based Access

Permission levels:

ADMIN: Access to all reports including Project P&L
MANAGER: Access to most reports except Project P&L
CONTRIBUTOR: Access to Time Report and Timesheet Report only
GUEST: No access to reporting features

Report Types

Time and Attendance Reports

Time Report

Location: Reporting > Time Report Purpose: Analyze time tracking data across projects and team members Features:

View time entries by date range
Filter by team member, project, or client
Analyze time distribution and patterns
Export time data for further analysis

Timesheet Report

Location: Reporting > Timesheet Report Purpose: Track timesheet submission and approval status Features:

Monitor timesheet submission compliance
Track approval workflow status
Identify late or missing timesheets
Review timesheet approval patterns

Resource Management Reports

Utilization Report

Location: Reporting > Utilization Purpose: Analyze team resource utilization and capacity Features:

View team member utilization rates
Identify over or under-utilized resources
Track billable vs non-billable time
Plan resource allocation

Assignation Report

Location: Reporting > Assignation Purpose: Track project and task assignments across the organization Features:

View current project assignments
Analyze workload distribution
Track assignment changes over time
Identify resource allocation gaps

Resourcing Report

Location: Reporting > Resourcing Purpose: Resource planning and allocation analysis Features:

Analyze resource capacity and demand
Track resource allocation across projects
Plan future resource needs
Identify staffing requirements

Project Management Reports

Milestones Report

Location: Reporting > Milestones Purpose: Track project milestone progress and completion Features:

Monitor milestone completion rates
Track milestone delays and issues
Analyze project timeline adherence
Review milestone achievement patterns

Project P&L Report (ADMIN Only)

Location: Reporting > Project P&L Purpose: Analyze project profitability and financial performance Features:

View project revenue and costs
Calculate project profit margins
Track budget vs actual performance
Analyze project financial health

Using Reports

Accessing Reports

Basic report access:

Navigate to Reporting in the sidebar
Select the desired report type
Configure report parameters (date range, filters, etc.)
Generate and view the report

Report Features

Common report functionality:

Date Range Selection: Choose specific time periods for analysis
Filtering Options: Filter data by team member, project, client, etc.
Data Visualization: Charts and graphs for visual analysis
Export Options: Download reports in various formats
Print Functionality: Print reports for offline use

Report Parameters

Typical report settings:

Date Range: Select start and end dates for the report
Team Members: Choose specific team members to include
Projects: Filter by specific projects or clients
Status Filters: Include or exclude certain statuses
Grouping Options: Group data by different criteria

Report Insights

Time Analysis

Time-related insights:

Identify peak productivity periods
Track project time allocation
Monitor overtime and capacity issues
Analyze time tracking compliance

Resource Planning

Resource management insights:

Understand team utilization patterns
Identify resource bottlenecks
Plan future staffing needs
Optimize resource allocation

Project Performance

Project tracking insights:

Monitor project progress and health
Track milestone achievement rates
Identify project risks and issues
Analyze project profitability (ADMIN only)

Best Practices

Regular Reporting

Consistent Schedule: Run reports on a regular schedule
Relevant Timeframes: Choose appropriate date ranges for analysis
Action-Oriented: Use reports to drive decision-making
Team Communication: Share relevant insights with team members

Data Quality

Accurate Time Tracking: Ensure team members log time accurately
Complete Data: Verify all required data is entered
Regular Reviews: Review data quality regularly
Training: Provide training on proper data entry

Report Usage

Understand Context: Consider business context when analyzing reports
Trend Analysis: Look for patterns and trends over time
Comparative Analysis: Compare current performance to historical data
Actionable Insights: Focus on insights that can drive improvements

Limitations

Current Limitations

What’s NOT available:

Custom report building
Automated report scheduling
Advanced data visualization
Real-time dashboard updates
Complex data filtering
Multi-organization reporting

Data Considerations

Important notes:

Reports reflect data as of the time they’re generated
Historical data may be limited based on organization setup
Some reports require specific permissions to access
Data accuracy depends on proper time tracking and data entry

Troubleshooting

Common Issues

Cannot access reports

Verify your user role has reporting permissions
Check if specific reports are restricted to ADMIN users
Ensure you’re in the correct organization context

No data in reports

Verify the selected date range includes relevant data
Check if team members have logged time for the period
Ensure projects and tasks are properly configured
Verify data filters are not excluding all data

Report loading slowly

Try reducing the date range for the report
Limit the number of team members or projects included
Check internet connection stability
Contact admin if performance issues persist

Getting Help

Documentation: Review specific report documentation
Admin Support: Contact organization administrators
Data Questions: Verify data entry and configuration
Technical Support: Contact support for system issues

Next Steps

After understanding reporting:

Time Tracking: Improve data quality for reports
Project Management: Project-related reporting
Team Management: Team performance analysis
Admin Settings: Configure reporting settings