The Reports module in KEBS gives you access to pre-built dashboards and analytical reports covering sales, projects, timesheets, finance, resource allocation, and more. This guide walks you through browsing the report gallery, searching for specific reports, viewing reports by department, and pinning your most-used reports as favorites.
Reports Gallery Overview
Get instant access to all 36+ reports across every KEBS module from a single, visual gallery. Find the right dashboard or analytical report in seconds.
Navigate to Reports from the left sidebar. The Reports module opens with a gallery view displaying all available reports as visual cards in a grid layout. Each card shows an icon representing the report type along with the report name.
Gallery Layout
The top of the page shows the Total Reports count (e.g., 36). Reports are displayed in rows of seven cards each, organized in a scrollable grid. Each card is clickable and opens the full report view.
Available Reports by Category
| Category | Reports Included | Purpose |
|---|---|---|
| Governance | Governance | Organization-level governance metrics and compliance tracking |
| Sales | Sales Dashboard, EC Report | Pipeline health, deal analytics, and sales team performance |
| Timesheet | Timesheet Dashboard, Timesheet Stats Report, Timesheet Daily Log Report (Table View), Timesheet Daily Log Report (Calendar View) | Time tracking analysis, daily logs, and utilization stats |
| Resource Management | People Allocation Gantt, Utilization Report, Allocation Status Report, Employee Soft Booking Report | Resource utilization, allocation timelines, and capacity planning |
| Project Management | Project Efficiency Dashboard, Project Milestone Report, Project Header Report | Project delivery health, milestone tracking, and efficiency metrics |
| Finance | Revenue Report, Revenue Forecast, Projections Report, Quote Monthly Projection, Billing Tracker Report, UBR Report (New), UBR Posting Report | Revenue analytics, forecasts, billing, and financial projections |
Toolbar Features
The toolbar at the top of the Reports page provides the following actions:
| Feature | Description |
|---|---|
| Total Reports | Displays the total number of reports available to you based on your role and permissions. |
| Search Reports | Type a report name or keyword to instantly filter the gallery. The cards update in real time as you type. |
| View Toggle (Eye Icon) | Switch between viewing all reports or filtering by department (see next section). |
| Help (? Icon) | Access contextual help and documentation for the Reports module. |
Viewing Reports by Department
Quickly narrow down the report gallery to the dashboards and analytics that matter to your team, reducing clutter and speeding up access.
The eye icon in the top-right corner of the Reports toolbar lets you switch between viewing all reports and viewing reports filtered by department.
How to Filter by Department
- 1Click the eye icon (👁) in the top-right area of the Reports toolbar.
- 2A “By Department” dropdown or toggle appears, allowing you to select a specific department.
- 3Choose the department you want to view (e.g., Sales, HR, Finance, Projects, Resource Management).
- 4The gallery updates to show only the reports relevant to that department.
- 5Click the eye icon again or select “All” to return to the full gallery view.
Pinning Favourite Reports
Save time by pinning the reports you use daily or weekly so they’re always easy to find at the top of your gallery, without scrolling or searching.
Hover over any report card in the gallery to reveal the Pin Report option. Pinning a report marks it as a favorite, making it easier to locate among the full gallery.
How to Pin a Report
- 1Hover your mouse over any report card in the gallery. The card highlights with a colored background (red) to indicate it is selected.
- 2A bookmark icon appears in the top-right corner of the card with a “Pin Report” tooltip.
- 3Click the bookmark icon to pin the report. The report is now marked as a favorite.
- 4To unpin a report, hover over it again and click the bookmark icon once more to toggle it off.
What Happens When You Pin a Report
- Pinned reports are visually distinguished in the gallery so you can spot them quickly.
- Your pin selections are saved to your user profile and persist across sessions.
- Pinning is personal to your account. Other users are not affected by your pinned reports.
- There is no limit to the number of reports you can pin, but pinning too many reduces the benefit. Focus on the 5 to 10 reports you use most often.
Opening and Navigating a Report
Access detailed analytics and dashboards with interactive charts, filters, and drill-down capabilities to make data-driven decisions.
Click on any report card in the gallery to open the full report view. Each report offers interactive elements to help you explore the data.
Common Report Features
- Date Range Filters: Most reports allow you to select a time period (e.g., This Month, This Quarter, Custom Range) to scope the data shown.
- Department / Entity Filters: Narrow the report to a specific department, business unit, or entity within your organization.
- Interactive Charts: Hover over chart elements (bars, lines, slices) to see detailed tooltips. Click on segments to drill down into the underlying data.
- Data Tables: Many reports include tabular views with sortable columns. Click column headers to sort ascending or descending.
- Export Options: Download report data or charts for offline analysis or inclusion in presentations.
Quick Reference: Key Reports
| Report | What It Shows |
|---|---|
| Governance | Organization-wide compliance, governance KPIs, and audit readiness metrics. |
| Sales Dashboard | Pipeline value, deal stages, win/loss rates, and sales team performance. |
| Timesheet Dashboard | Time entries by project, team, and date range. Highlights missing or incomplete timesheets. |
| People Allocation Gantt | Visual timeline of resource allocation across projects, showing who is assigned where and when. |
| Project Efficiency Dashboard | Project health scores, budget vs. actuals, and delivery efficiency metrics. |
| Revenue Report | Revenue breakdown by project, client, and time period. Compares actuals to forecasts. |
| Utilization Report | Employee utilization rates across billable and non-billable work. |
| Revenue Forecast | Forward-looking revenue projections based on pipeline, bookings, and historical trends. |
| Billing Tracker Report | Tracks billing milestones, invoice status, and outstanding amounts by client. |
| Allocation Status Report | Current allocation status of all resources, highlighting over-allocated and bench employees. |
