Viewing Reports in CPA Buddy

Reports give owners and admins insight into how the firm’s time is being spent. Use them to track staff utilisation, review billable hours, and spot trends over time.

---

The Reports Hub

Click Reports in the sidebar to see all available reports.

Each card describes a report and links to its detailed view. Currently two reports are available:

• Staff Utilization — how each team member’s time breaks down between billable and non-billable work
• Staff Hours Summary — total hours logged, broken down by week or month

---

Staff Utilization Report

Click into the Staff Utilization report to see detailed utilisation data.

At the top, summary cards show:

• Total Hours — all hours logged in the selected period
• Billable Hours — hours that can be billed to clients
• Non-Billable Hours — internal or administrative time
• Average Utilization — the firm-wide utilisation rate

Changing the date range

Use the date range dropdown to view data for different periods:

• This Week
• This Month
• Last Month
• This Quarter
• This Year

Per-staff breakdown

Below the summary, a table shows utilisation for each staff member individually. You can see their total hours, billable hours, non-billable hours, and progress toward their target.

---

Staff Hours Summary Report

Click into the Staff Hours Summary report to see hours logged over time.

Summary cards show:

• Total Hours — all hours in the period
• Billable Hours — client-billable time
• Average Hours Per Staff — the mean across your team

Weekly vs Monthly view

Use the view dropdown to switch between Weekly and Monthly breakdowns. Weekly view is useful for spotting short-term patterns; monthly view is better for longer trends.

Changing the date range

Use the date range dropdown to adjust the period:

• Last 3 Months
• Last 6 Months
• This Year

---

Common Questions

I don’t see Reports in the sidebar. Reports are only available to Owner and Admin roles.

The numbers don’t match what I expected. Reports are based on time entries logged through the Timesheet and task time tracking features. Make sure your team is logging time consistently.

Can I export report data? Export functionality is not yet available. You can take screenshots or use browser print for now.

How is utilisation calculated? Utilisation = Billable Hours / Total Hours. The target is typically set at the firm level based on your capacity planning goals.