As a busy leader, we know you'd rather spend more time digesting and actioning on meaningful insights around your team’s workload and profitability, and less time trying to dig up data and turning it into something useful. Today, we’re excited to unveil five hotly-requested enhancements to your reports, to help you do more with your data in Timely. 🚀
Watch our video below for a four-minute recap of these updates straight from the team that built them (and to see them in action):
Access immediate insights on workload distribution and revenue
Please join us in welcoming our freshest feature – percentages of time and money in donut reports. This makes it a snap to gauge work and revenue or cost distribution from hours logged. At a glance, you can spot where certain projects, clients or tags are taking most of your resources, and adjust accordingly.
Keen to give it a whirl? Just click the cogwheel settings icon from within the donut component and select “Show Percentages”, like so:
Speaking of tags (bet you enjoyed that buttery-smooth segue), it’s also now finally possible to represent their breakdown in percentages, as well as in the pie chart format. This gives you a crystal-clear overview of the exact activities your team is spending their time on, allowing you to make more informed decisions on how to increase team efficiency (and ultimately, revenue).
See at a glance who’s overbooked
When allocating resources to tasks or projects, you might expect one thing, while in reality, it turns out to be a completely different ballgame. We tend to be either overly optimistic about how much our team can accomplish in a given timeframe, or client expectations shift mid-project.
That’s why we’ve now made it possible for you to see task time against logged hours in your exported report. Now, you and your team can have an at-a-glance overview of everyone’s workload and capacity to optimize resource utilization and solve bottlenecks. Meaning you’ll always have proper control of a project, from start to finish.
Heads up: You’ll need to have the Task add-on running on your workspace to use this enhanced reporting capability.
Cut out the noise with pinned reports
Some of our customers create dozens of useful reports for internal communication, as well as external reporting to clients. We noticed that many of you who use reports in Timely are often looking for the same templates on repeat. That’s why, as a bit of a timesaver, we’ve added the ability to pin and instantly access the reports you’ve come to rely on most.
Getting pinged about project updates gets stressful and time-consuming fast. This update comes with one serious upside – you can now ditch all of those unnecessary progress meetings and instead send a shared or live report.
This one’s been a regular feature request from Timely users, so we’re delighted to be able to deliver it for you now.
More flexible, quicker reporting
We know that creating reports and cleaning data can be a massive time-sink. Today we’re taking a step towards fixing that by adding some flexibility into how you can format your data when exporting to excel or .csv.
You can now choose whether you want to include your tag lists and their associated tags all collated into one column, whether you want to split them out, or both. Yes, this means way less time copying and formatting your data.
But most importantly, it’ll help cut out confusion when using similar tags – like “Fix Bugs” – but for different types of work. This way, you can be confident you’re billing clients correctly based on the actual work completed.
And there’s more: for those of you who want to insert the exported data into another program and have encountered formatting problems in the past, you can now reorder the columns however you want. You can also choose whether you want empty columns to be included in the export or cut entirely. 💪
And that’s a wrap on our product improvements for summer 2022. As always, thanks for reading along. We’ll be back soon with even more new features to help you get the most out of Timely.
Until then, stay cool. 😎🍹
