# Insights and reports (https://docs.akollo.com/en/modules/insights)



Insights brings the figures of the rest of Akollo together: tasks completed, hours tracked, cycle time, project health, team capacity and detailed time reports. Every number is computed from the same records the other screens use, and you only ever see the people and projects you are allowed to see. **Insights** is in the main sidebar; the detailed time reports and exports sit next to it under **Time**.

## Who uses it [#who-uses-it]

| Role           | What they do here                                                                                               |
| -------------- | --------------------------------------------------------------------------------------------------------------- |
| Employee       | Reads their own figures and short notes about their own day, where the organisation shows them                  |
| Manager        | Follows delivery and time for their teams, opens project health and capacity reports, approves weekly summaries |
| Project lead   | Checks planned against actual time, the estimate at completion and milestones of their projects                 |
| Finance and HR | Run time reports for a period and export them as CSV or Excel                                                   |
| Administrator  | Grants the report and export permissions and checks usage, including exported rows                              |

## Main screens [#main-screens]

| Screen                           | What it shows                                                                                                                                                                |
| -------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Insights** overview            | Cards for tasks completed, hours tracked, time per person-day and median cycle time, each compared with the previous period; **Throughput** per week and **Time by project** |
| **Reports** tab                  | Focused reports such as **Project health and budget** and **Team capacity**, and the time report catalogue                                                                   |
| **Summaries**                    | A measured brief for one day or one week                                                                                                                                     |
| **Report views**, **My exports** | Report setups you return to, and the files you exported                                                                                                                      |
| **Ask a question**               | A question about your figures in plain words                                                                                                                                 |
| **Weekly summary approvals**     | Weekly summaries waiting for a manager before they are sent                                                                                                                  |
| **Time reports** and **Exports** | Detailed time figures for a period, and the files built from them                                                                                                            |

<Screenshot src="/screens/en/insights.webp" alt="Insights overview with cards for tasks completed, hours tracked, time per person-day and median cycle time, a weekly throughput chart and a time by project breakdown" caption="Insights: delivery and time at a glance, compared with the previous period." />

The overview covers the last **7D**, **30D** or **90D**. Tasks and cycle time refer to the project you pick at the top; hours cover everyone in your scope. **Show table** turns any chart into a table of its figures.

The time report catalogue holds six reports: Time and activity, Weekly, Apps and web, Projects, Screenshots and Corrections. Each has a date range that starts as the current week, Monday to Sunday, in the organisation's time zone. Apps and web never includes page contents, and a screenshots report never replaces the permission to open the image itself.

## Key tasks [#key-tasks]

### Read the overview [#read-the-overview]

<Steps>
  <Step>
    ### Open Insights [#open-insights]

    Select **Insights** in the sidebar.
  </Step>

  <Step>
    ### Choose the period and project [#choose-the-period-and-project]

    Pick **7D**, **30D** or **90D**, choose a project for tasks and cycle time, and select **Show**.
  </Step>

  <Step>
    ### Compare and drill in [#compare-and-drill-in]

    Read each card against the previous period. Use **Show table** under **Throughput** or **Time by project** to see the figures.
  </Step>
</Steps>

### Check a project's health and budget [#check-a-projects-health-and-budget]

<Steps>
  <Step>
    ### Open the report [#open-the-report]

    Open the **Reports** tab and choose **Project health and budget**.
  </Step>

  <Step>
    ### Pick projects and a period [#pick-projects-and-a-period]

    Select at least one project, set **From** and **To**, and select **Show**.
  </Step>

  <Step>
    ### Read the status [#read-the-status]

    Compare planned and actual time, the estimate at completion and the milestones. The status follows the budget and milestone rules, so you can see why a project is flagged.
  </Step>
</Steps>

<Screenshot src="/screens/en/report-project-health.webp" alt="Project health and budget report with a list of projects to select, From and To dates and a Show button" caption="Project health and budget: planned against actual time and milestones for the projects you pick." />

### Compare team capacity [#compare-team-capacity]

<Steps>
  <Step>
    ### Open Team capacity [#open-team-capacity]

    On the **Reports** tab, open **Team capacity**.
  </Step>

  <Step>
    ### Choose teams and dates [#choose-teams-and-dates]

    Select the teams and the period, then **Show**. You see weekly available and planned time per team. Unknown values are shown separately, never counted as zero.
  </Step>
</Steps>

<Screenshot src="/screens/en/report-capacity.webp" alt="Team capacity report with a list of teams to select, From and To dates and a Show button" caption="Team capacity report: choose the teams and the period, then select Show." />

### Run a time report and export it [#run-a-time-report-and-export-it]

<Steps>
  <Step>
    ### Set up the report [#set-up-the-report]

    Open **Time reports**, enter **From** and **Until**, choose how to **Group by** and narrow it by team, employee, category or device. Select **Apply**.
  </Step>

  <Step>
    ### Check freshness [#check-freshness]

    Read the **Data freshness** panel. If some days are not summarised yet, **Prepare summaries now** prepares them for the period.
  </Step>

  <Step>
    ### Create the export [#create-the-export]

    Select **Create export** and choose CSV or Excel (XLSX). Follow it under **Exports** or **My exports** and download it before it expires.
  </Step>
</Steps>

<Mermaid
  title="From a report to a downloaded file"
  chart="`flowchart LR
A[Report set up] --> B[Create export]
B --> C[Waiting]
C --> D[Building]
D --> E[Ready]
E --> F[Scope checked again]
F --> G[Download]
E --> H[Expired after its date]`"
/>

## Permissions [#permissions]

* **Insights** and the focused reports are for people who manage team work or projects. Opening a report also needs permission to read reports; without it, the page says reports are unavailable.
* Every report is limited to your scope: your own data, the teams you manage, or the whole organisation for an administrator. Employee choices in the filters only list people you may see, and project choices appear when you manage projects or review tasks.
* **Create export** is shown only with the export permission. Your scope is checked again on every download.
* A support session can read what it is allowed to see and cannot create exports or approve summaries.

## What the AI can do here [#what-the-ai-can-do-here]

* **Summaries** state counted figures only: who they cover, the dates and the source. There is no invented narrative; when there is not enough measured time, the page says the data is insufficient. A summary never ranks people or recommends a change.
* **Weekly summaries** are drafts until a manager approves them on **Weekly summary approvals**.
* **Night notes**: during the night, Akollo can prepare a short project summary, schedule flags and a note about one timesheet day. Managers read them on the project and in Insights. They are suggestions and change nothing.
* **Ask a question** answers within your own report permissions.

See [Skills and assistance](/en/ai) and [What assistance can see](/en/ai/privacy).

## FAQ [#faq]

<Accordions type="single">
  <Accordion title="Why do I not see every employee or project?">
    Reports respect your scope. You see only the people and projects you are allowed to see, and employee choices in the filters are limited the same way.
  </Accordion>

  <Accordion title="Why do hours in Insights differ from my timesheet?">
    Insights counts approved hours across your scope for the chosen period, while the timesheet shows one person's days. Check the period and the project you picked, and the **Data freshness** panel on Time reports.
  </Accordion>

  <Accordion title="Which file formats can I export?">
    CSV and Excel (XLSX), with the export permission. Values that a spreadsheet could run as a formula are written as plain text.
  </Accordion>

  <Accordion title="Can a report send itself to me every week?">
    Scheduled delivery of reports is not part of the current release. Create an export when you need a file, or connect a BI tool to the datasets feed.
  </Accordion>

  <Accordion title="Does a summary rank people?">
    No. A summary may only state a counted figure, who it covers, the dates and the source. It never ranks people or recommends a change.
  </Accordion>

  <Accordion title="Are approved corrections included?">
    Yes. Time reports apply approved corrections on top and show the figures before and after them side by side.
  </Accordion>
</Accordions>

## Related [#related]

* [Reports and exports](/en/product-guide/reports)
* [Team workload and capacity](/en/product-guide/capacity)
* [Planning and delivery](/en/product-guide/planning)
* [BI datasets](/en/connections/bi-datasets)
* [Skills and assistance](/en/ai)
* [Time](/en/modules/time)
* [Finance](/en/modules/finance)