Reports

Reports in Completix follow a simple principle: go to where the data lives, and the report is already there. There is no separate "Reports" module to navigate to. Instead, resource-related reports are found on the Resource pages, and project-related reports are available directly from the project dashboards.

All reports are formatted automatically. Most export as PDF. Where the underlying data supports it, a CSV export is also available, allowing you to work with the numbers in Excel or any spreadsheet tool.

This report gives you a precise breakdown of how much time each team member has logged against a specific project. You can view approved hours for the current period and a running total to date, alongside any pending (submitted but not yet approved) entries.

Use the calendar on the left to navigate between months. The right panel shows each team member with their individual totals. Switch between the time view and the cost view using the icons at the top of the report.

The overall Resource Effort Report shifts focus from a single project to a single person. It shows you how a resource's time is distributed across every project they are assigned to, giving you a complete picture of their workload and billable involvement over any period.

This report is accessible from the Executive Dashboard under the Resources tab. Like the per-project version, you can toggle between hours and cost views using the icons at the top of the report.

The report selector is available from the top bar of any resource page. Click the grid icon and select from the four report types listed below.

Not all time logged against a timesheet is project-related. Resources can submit custom timesheet entries for activities such as internal meetings, training, or administrative work. This report aggregates those non-billable entries so you can understand how much time your team spends on activities outside of active projects.

The Overdue Timesheets report lists every user who has one or more timesheets that have not yet been submitted by their due date. Use this report to follow up with team members before data gaps accumulate, or to identify patterns of late submission across your resource pool.

The report lists each resource by name alongside the periods for which submission is outstanding. It is available from the same grid icon dropdown as the other resource reports.

Project-level reporting works differently from resource reporting. Rather than a dedicated report panel, the dashboards themselves are the report — what you see on screen is a formatted, exportable snapshot of your project or portfolio data.

To export any dashboard view, click the export icon in the top-right corner of the dashboard. Completix will generate a PDF that matches what is currently displayed, including any active filters or date ranges.

The vacation calendar gives you a visual overview of your team's planned absences. You can view all approved vacation periods across your resource pool in a calendar format, making it straightforward to identify coverage gaps before they affect project delivery.

The calendar is also exportable. Click the calendar icon on the resource page to open it, then use the export option to download the current view. This is useful for sharing availability information with project sponsors or for planning resourcing decisions across a quarter.

All reports in Completix support PDF export. This is handled automatically — Completix formats and generates the file when you click the export icon, with no manual formatting required.

Where CSV export is available, you will see a separate CSV option alongside the PDF button. CSV exports include the raw underlying data and are designed for use in Excel or similar tools. Not all reports support CSV; the option will appear only where the data structure supports it.