Report Types

As you enter information into Monograph, the app will begin to reward you by populating dashboards and charts with business insights - use the guide below to identify which type of report you'd like to see.

"I would like to view all of the time logged by my team across all projects, with the ability to use filters to narrow down the information."

→ Use Organization Time Log, select the date range and apply any applicable filters depending on what information you're trying to find.

"I would like to see all the time logged by my team to all projects and overhead categories during a period of time."

→ Use Organization Timesheet Export, select date range and download CSV. You can then filter as needed to find the information that you're looking for.

"I would like to review timesheet entries for a specific project."

→ Use Organization Time Log, select the date range and then filter by Project. Add additional filters and/or grouping options as needed.
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​"I would like to review expenses submitted for a specific project."

→ Use Expense Report, select the date range, then filter by Project. Add any additional filters as needed.

"I would like to forecast upcoming project revenue across my company for all projects."

→ Use Projects Report to see all upcoming expected earnings from projects.

"I would like to know which types of projects are most profitable vs least profitable for my company."

→ Use Profit Drivers to select your filters and view the profitability of your projects.

"I would like to see how my company's profitability has changed over the past 6 months."

→ Use Profit, select the date range, and then filter by different Project Statuses and Phase Fee Types.
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​"I would like to see the firm's utilization rate."
→ Use Utilization Rate and then select the desired date range.

Use the following reports depending on what information you're looking for:

Profitability for:

Reports can be accessed by Admin users or users that have the following reporting permissions enabled: