Reports & Insights

Warren's reporting tools give you the numbers you need to run a healthy studio — without needing to build spreadsheets. Insights shows you live metrics; Reports gives you exportable data for clients and stakeholders.

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Role required: Manager Admin — Designers do not have access to Insights or Reports.

Insights dashboard

The Insights section (⌘5) is a live analytics dashboard. Everything updates in real time as hours are logged and projects progress.

Select a time range from the toolbar:

Last 7 days

Last 30 days

Last 90 days

All time

Key metrics

Four headline numbers at the top of Insights give you a snapshot of studio health:

Metric	What it tells you
Total hours logged	All time tracked across the studio in the selected period
Weekly average	Average hours logged per week — shows consistency of time tracking
Team utilization	Logged hours as a percentage of total available capacity
Active projects	Projects with Active status and at least one hour logged in the period

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A healthy design studio typically targets 70–80% utilization. Below 70% suggests unbilled capacity. Above 90% consistently often means the team is overworked or time is being logged inconsistently.

Utilization heatmap

The team utilization heatmap shows a grid of every team member × every week. Each cell is color-coded by that person's utilization that week:

Color	Utilization
■ Dark green	80–100% — fully utilized
■ Light green	60–80% — good utilization
■ Yellow	40–60% — underutilized
■ Gray	< 40% — low utilization or no time logged
■ Red	> 100% — overloaded

Hover over any cell to see exact hours and the projects being worked on that week.

Reports section

The Reports section (⌘7) generates structured data you can export as CSV files. There are three report types, each with a time range filter.

Time range options

This week

This month

All time

Projects report

A summary of every project and its performance over the selected period. Columns include:

Project name and client
Status
Start and end dates
Total budget
Hours logged
Value of logged hours (hours × billing rate)
Invoiced amount
Remaining budget
Burn status (On Track / At Risk / Over Budget)

This report is useful for monthly studio reviews, board reports, or tracking overall financial health.

Team report

A breakdown of logged hours by team member. Shows:

Team member name and role
Total hours logged in the period
Hours by project
Utilization percentage vs. capacity

Use this for payroll reconciliation, contractor billing, or tracking whether work is being logged consistently.

Invoices report

Pulled from Harvest, this report lists every invoice in the selected period with:

Invoice number and subject
Client name
Issue date and due date
Amount and status (paid / open / overdue)
Linked Warren project

Good for accounts reconciliation and flagging clients with overdue payments.

Exporting to CSV

Projects and Team reports can be exported as CSV files for use in Excel, Google Sheets, or your studio's accounting software.

Go to Reports

Press ⌘7 or click Reports in the sidebar.

Select report type and time range

Choose Projects, Team, or Invoices. Set the time range for the data you need.

Click "Export CSV"

A Save dialog opens. Choose where to save the file. Warren exports all rows in the current filtered view.

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For monthly reporting, set the time range to This month at the end of each month and export both the Projects and Team CSVs. Drop them into a shared folder for your accountant or studio director.