Team & performance reports
These reports show how your team’s time translates into billable work and payroll. Utilization and Realization live under Analytics and need View Team Reports; Payroll lives under Analytics/Money and needs View Financial Reports.
Utilization Rate
Section titled “Utilization Rate”Analytics → Staff → Utilization Rate. The share of billable hours worked versus available hours, based on time logged in Monograph, with a billable-vs-non-billable breakdown per month.
- Billable hours = time on billable activities on billable projects.
- Non-billable hours = non-billable activities, non-billable projects, and overhead marked as available.
- Available hours = billable + non-billable, excluding PTO-type overhead.
- Rate = billable ÷ available × 100.
Expand a month to see each person, or filter to individuals over a time frame.
Realization Rate
Section titled “Realization Rate”Analytics → Realization Rate. The share of billable time you actually invoiced — billable hours logged vs. service fees issued.
- Rate = service fees invoiced ÷ billable fees logged × 100.
- Only service fees (fixed and hourly phases) on open, paid, and past-due invoices count — retainers, consultants, expenses, and other items are excluded.
Filter by project and/or category, and expand any month to see the projects behind it.
Payroll
Section titled “Payroll”Analytics → Payroll. Every team member’s logged hours for a date range — work hours (project time, billable and non-billable), each overhead category as its own column, and reimbursable expenses. Click a reimbursable total to jump to that person’s filtered expenses, or Export to CSV for your payroll provider.