Reports & analytics
Monograph turns the time, expenses, and invoices your team logs into reports about profit, utilization, and cash flow. This page is the map — where reports live, who can see them, and which one to reach for.
Where reports live
Section titled “Where reports live”- Analytics (left menu) — firm-level analytics: Profit, Profit Forecast, Profit Drivers, Utilization Rate, Realization Rate.
- Money (left menu) — financial statements: Accounts Receivable, Payments, Taxes, plus the Unbilled report.
- A specific project — the Project Profit and Project Financials reports live in a project’s sub-menu.
Who can see what
Section titled “Who can see what”Reports are admin-only by default. Two permissions open them up:
- View Financial Reports — Profit, Profit Forecast, Profit Drivers, Payroll, Projects, and the Money reports (AR, Payments, Taxes).
- View Team Reports — Utilization Rate, Realization Rate, Team Activity, Team Forecast, and Expenses.
Exports
Section titled “Exports”Most reports share the same pattern: pick a date range, apply filters, and Export to CSV (many email the file to you). The Export → All Transactions option on the Money reports is built for accountants — it lays out debit/credit journal entries to reconcile or import elsewhere.
Which report should I use?
Section titled “Which report should I use?”| I want to know… | Use |
|---|---|
| Firm’s historical profit | Profit Report |
| Future/projected profit | Profit Forecast |
| Which project types/clients are most profitable | Profit Drivers |
| Profit on one project (QBO) | Project Profit |
| Billable vs. available hours | Utilization Rate |
| How much billable time we actually invoiced | Realization Rate |
| Hours per person for payroll | Payroll |
| What clients still owe us | Accounts Receivable |
| Payments we’ve received | Payments |
| Taxes collected | Taxes |
| Work logged but not yet billed | Unbilled report |
Related
Section titled “Related”Profitability reportsProfit, forecast, drivers, project profit.
Team & performance reportsUtilization, realization, payroll.
Financial reportsAR, payments, and taxes.