Upland Analytics Out-of-the-Box Reports

This article details each available Out-of-the-Box Report located under Upland Analytics > Dashboard & Reports > Reports

  • A Bar Chart illustrating Billed Project Entries vs those that are not billed for the current quarter.
  • A report detailing upcoming Leave Requests for employees that are part of the logged User's Functional Group from current month up to six months in the future.
  • A report detailing upcoming Resource Requests for employees that are part of the logged user's Resource Group.

A Pivot Report detailing the Total Actual Revenue versus Total Actual Cost for the current quarter.

  • A report detailing the Hourly Billing Rules associated to Clients, Tasks, Projects or User level.
  • A Stacked-Bar Chart illustrating the monthly Total Invoice amounts grouped by Entry Type (Charge, Expense, Product, Time).
  • A Stacked-Bar Chart illustrating the Billable Project Entries for the logged in user, grouped by Entry Type (Charge, Expense, Product, Time) per Project for the current quarter.
  • A Stacked-Bar Chart illustrating the upcoming monthly Leave Requests, from the current month to six month in the future, grouped by Leave Time. Clicking on a Leave Time allows you to drill into the Detailed Upcoming Leave Requests report which shows the Users and their corresponding Leave Request information (hours).
  • A Stacked-Bar Chart illustrating the Milestone Billing grouped by Project per month for a one year period that includes the last quarter for the logged in user.
  • A pie chart illustrating the total requested hours by role this year.
  • A Stacked-Bar Chart illustrating the number of users grouped by Proficiency per Skill.
  • A Bar Chart illustrating the total Booking Hours versus Remaining Capacity per Skill (excluding General) for the upcoming month.