Upland Analytics Out-of-the-Box Advanced Reports and Dashboards

This Dashboard details:

1. A Pie Chart of Bookings by Role
2. A Report listing Users by Role with the sum of their total Hard Bookings and Billable Hard Booking Hours.
   Note that filtering has been applied by Calendar Date Quarter Year = Current Quarter.

Logged Users can see the Roles/Projects they are booked for per week (from last 31 days to open ended).

1. A Bar chart of the booking hours by week.
2. The report lists the Project, Project Manager name, Role, Resource Allocation Is Billable and their total booking hours by week for each Project.

1. A Stacked Bar chart of the Portfolio Projects by State.
2. A report grouped by Portfolio and Portfolio Manager. For each Portfolio, the report displays the associated Project Name(s), Client, Project Manager, Project Start date, Project End date, State and Health.
   Note that filtering has been applied by Project End > = Today's Date.

This Dashboard details:

1. A Stacked Bar chart of the Roles which have hard bookings to be staffed.
2. A report grouped by Project and Role. For each Project, the report displays the Billable and Non-Billable Bookings by month for the current quarter and the next one.

This Dashboard details:

1. A Stacked Bar chart of the Roles which have hard bookings to be staffed.
2. A report grouped by Role and Project. For each Role, the report displays the Billable and Non-Billable Bookings by month for the current quarter and the next one.

This report details invoices with outstanding balances where the Days Posted is Greater than or equal to 91. For each invoice with an outstanding balance, the following is shown: Client, Invoice Number, Invoice Posted Date, Invoice Total without Tax in Base Currency, Invoice Total Amount with Tax in Base Currency, Days Posted and Balance.

Note: All amounts are in Base Currency.

This report details the list of POs associated to a given Client within the date range defined. For each PO, the report displays the Client, Account Executive, PO Number, PO Issue Date, PO Valid From and To Dates, PO Description, PO Status, Client Currency Code and totals for PO Amount, PO Prepaid Amount, PO Invoiced Amount, PO Recognized Amount and PO Remaining Amount.

Note: The report is grouped by Client. A Drilldown to the PO Line Items report is available per PO Number.

This report details the list of POs associated to a given Client within the date range defined. For each PO, the report displays the Client, Account Executive, PO Number, Project name, PO Issue Date, PO Valid From and To Dates, PO Description, PO Status, PO Currency Code and totals for PO Amount, PO Prepaid Amount, PO Invoiced Amount, PO Recognized Amount and PO Remaining Amount.

Note: The report is grouped by Client. A Drilldown to the Projects by Client PO report is available per Project.

This report details the PO Utilization for clients and allows filtering the report based on the utilization. The report is grouped by Client and Client Currency. For each Client, the report displays the PO Line Items with their Client Currency Code, Po Number, PO Line Item Amount, PO Line Item Invoiced Amount, PO Line Item Remaining Amount and Utilization % (calculated as Invoiced/Amount).

This report details Milestones grouped by Project. For each Milestone, the Milestone Amount in Milestone Currency, Milestone Currency Code, Milestone Percentage Complete, Milestone Is Invoiced, Milestone Billing Date, Milestone Invoice Number and Milestone State are shown.

This report details Milestones grouped by Project. For each Milestone, Days Until Target Completion, Milestone Target Completion Date (in red if overdue), Milestone State and Milestone % Complete are shown.

Note: Filtering has been applied by Milestone State = 'In Progress' and 'On Hold'.

This report details the logged Users current assignments. Users can see each of their assignments by Client, Project, Task. With details of the Assignment Start date, End date, Assignment Total Hours, Assignment ETC and the Percentage Complete.

This report details the list of invoices that have not yet been posted by Client. For each invoice the Invoice Number, Invoice Start Date, Invoice End Date, Company, Invoice Total Amount, Client Currency Code, Invoice State and Invoice Assigned To are shown.

This report details the list of invoices that have not been fully paid by Client and Account Executive. For each invoice the Invoice Number, Invoice Document Date, Invoice Start Date, Invoice End Date, Invoice Posted On, Invoice Payment Term, Client Currency Code, Invoice Total Amount with Tax in Client Currency, Invoice Total Payment in Client Currency and the Balance are shown. All amounts are in Client Currency.

This report details the POs associated to a Project with the corresponding Client name, Project Manager name, PO Number, Client Currency Symbol, PO Line item Project Amount, PO Line item Project Invoiced Amount, PO Line item Project Recognized Amount and PO Line item Project Remaining Amount.

This report details, for a given Client and PO Number, the associated PO Line Item, PO Status, Client Currency Code and totals for PO Line Item Amount, PO Line Item Invoiced Amount, PO Line Item Recognized Amount and PO Line Item Remaining Amount.

This report details the list of Projects associated to a given Client PO. It details the Client, Client Currency Code, PO Number, Project, Project Manager, PO Line Item Project Amount, PO Line Item Project Invoiced Amount, PO Line Item Project Recognized Amount and PO Line Item Project Remaining Amount.

This report details the Leave time by User Name with the Time Entry Date, Leave Time Task, and the Time Entry Total Time.

This report details the list of tasks and assignments for a given project. The report is grouped by Task and Description. For each Task the Project, Client, Portfolio, Project Manager, Project Description, Project Start and End Date, Task, assigned User Name, Assignment Start and End Dates, Assignment Total Hours and Assignment ETC are shown.

Note: Filtering has been applied by Project End > = Today's Date

This report details the Time Entry Total Time as well as the Time Entry Billable Total Time per Client.

You can further Drilldown to Time Entries Summarized by Project > Time Entries Summarized by Task > Time Entries Summarized by User.

Note: Note that filtering has been applied by Time Entry Date Quarter Year = Current Quarter.

This report details the Time Entry Total Time as well as the Time Entry Billable Total Time per Client and Project.

Note: Filtering has been applied by Time Entry Date Quarter Year = Current Quarter

This report details the Time Entry Total Time as well as the Time Entry Billable Total Time per Project and Task.

Note: Filtering has been applied by Time Entry Date Quarter Year = Current Quarter

This report details the Time Entry Total Time as well as the Time Entry Billable Total Time per User and Task.

Note: Filtering has been applied by Time Entry Date Quarter Year = Current Quarter

This report displays those POs that have unallocated amounts. For each PO, it displays the Client name, PO Number, PO Issue Date, the Valid From/To Dates, PO Status, Client Currency Code, PO Line Item Amount and PO Line Item Unallocated Amount. The report is grouped by Client.