Reports & Analytics
Learn how to use Custojo's reporting and analytics features to gain insights into your business
Reports & Analytics
Custojo provides powerful reporting and analytics tools to help you understand your business performance, track progress, and make data-driven decisions. This guide covers the various reports available and how to customize them for your needs.
Data-Driven Decision Making
Custojo's comprehensive reporting tools transform your business data into actionable insights. Monitor financial performance, track project progress, analyze client relationships, and optimize team productivity—all from a centralized reporting dashboard.
Overview of Reports
Financial Reports
- • Revenue and expense tracking
- • Profit and loss statements
- • Invoice status and aging
- • Tax summaries
Project Reports
- • Project status and progress
- • Time tracking and utilization
- • Budget vs. actual costs
- • Task completion metrics
Client Reports
- • Client activity and engagement
- • Revenue by client
- • Project history
- • Communication logs
Team Reports
- • Productivity metrics
- • Workload distribution
- • Time allocation
- • Performance indicators
Accessing Reports
Multiple Access Points
There are several ways to access reports in Custojo:
Reports Dashboard
Click on "Reports" in the main navigation sidebar to access the central reporting hub.
Project-Specific Reports
Navigate to a project and click on the "Reports" tab to see analytics specific to that project.
Client-Specific Reports
Go to a client profile and select the "Reports" tab to view metrics related to that client.
Dashboard Widgets
Add report widgets to your dashboard for quick access to key metrics.
Financial Reports
Revenue Report
The Revenue Report provides insights into your income streams:
Navigate to Reports > Financial > Revenue
Select a date range using the calendar picker
Choose grouping options (daily, weekly, monthly, quarterly, yearly)
Filter by client, project, or team member (optional)
View the generated charts and data tables
Key metrics include:
- • Total revenue for the period
- • Revenue breakdown by client/project
- • Comparison with previous periods
- • Revenue trends over time
Project Reports
Project Status Report
Get a high-level overview of all your projects:
- 1
Navigate to Reports > Projects > Status
- 2
View projects grouped by status (Not Started, In Progress, On Hold, Completed)
- 3
See key metrics for each project:
- • Progress percentage
- • Days remaining
- • Budget utilization
- • Team utilization
Time Tracking Report
Analyze how time is being spent across projects:
- 1
Go to Reports > Projects > Time Tracking
- 2
Filter by date range, project, and team member
- 3
View time entries grouped by:
- • Project
- • Task
- • Team member
- • Billable vs. non-billable
Project Performance
Evaluate project efficiency and profitability:
- 1
Navigate to Reports > Projects > Performance
- 2
Select a specific project or view all
- 3
Analyze metrics such as:
- • Estimated vs. actual hours
- • Estimated vs. actual costs
- • Planned vs. actual timeline
- • Task completion rate
Best Practices for Reporting
Reporting Best Practices
- Regular Review: Schedule time to review key reports weekly or monthly
- Actionable Insights: Focus on metrics that drive decision-making
- Consistent Parameters: Use consistent date ranges and filters for accurate comparisons
- Share with Stakeholders: Distribute relevant reports to team members and clients
- Iterative Improvement: Refine your reporting process based on what provides the most value
Next Steps
Dashboard Overview
Learn how to navigate the Custojo dashboard and access key features.
Account Settings
Configure your profile and workspace preferences.
Pro Tip: Save your most frequently used report configurations as templates to save time and ensure consistency in your reporting.