Reports, analytics and AI insights
Review project trends and investigate the records behind a warning or forecast.
Choose the question before reading a chart
Open Dashboard or Reports, set the project and reporting dates, choose grouping where offered and refresh. Compare the same filters before sharing figures. Basic reporting remains available according to permissions; optional panels depend on Advanced Reporting, AI Insights or the relevant source feature. A locked or missing panel is not a zero result.
Profitability uses an estimated-budget revenue proxy and a forecast derived from recorded spend, commitments and progress. “Margin” here is an analytical proxy, not audited profit or actual client receipts. A very high margin can simply mean costs or progress are incomplete. Review labour, inventory, vendor, delay, overrun and cash panels alongside their source records.
Use alerts as a starting point for review
With AI Insights available, open AI Alerts or the project AI view. Filter the project, severity or status, open a finding, read its evidence and suggested action, then inspect the referenced records. Run analysis only when you have permission and current data. Acknowledging an alert records that it has been seen; it does not fix a late stage or approve a payment.
Use the permitted resolution action after the underlying issue is handled. If figures disagree, check the source type, date range, pending versus posted status and last refresh. CSV export and source PDFs have their own access rules. See Dashboard reading and Cash Flow.