Live reports that tell the whole
delivery and financial story.
Effigate includes 9 built-in report types fed from project delivery, helpdesk, time tracking, and billing data. No export-and-reconcile cycle. No disconnected spreadsheets.
Everything you need to report on delivery and financial performance
Nine report types, advanced filters, async exports, and live data — built into the same platform that runs your projects, helpdesk, and billing.
9 built-in report types
Executive Summary, Project Financial, Sprint Execution, Member Utilisation, Revenue Realisation, Client Profitability, Estimated vs Tracked, Internal Cost, Expense Analytics.
Advanced filters
Filter by project, client, sprint, date range, team member, or contract across all reports.
CSV & XLS export
Async export jobs deliver formatted reports to download — no page freeze on large datasets.
Utilisation tracking
Member utilisation rates across all projects and tickets, with capacity vs logged hours comparison.
Financial reporting
Revenue realisation, client profitability, internal cost, and project margin tracked per engagement.
Live data
Reports pull from live operational data — not nightly batch imports or manual refreshes.
Budget vs actual — tracked per engagement, not per spreadsheet
Project financial reports in Effigate draw on live contract, time log, and invoice data to give an accurate view of project-level financial health without manual data assembly.
- Budget vs actual variance tracked per project and per sprint
- Estimated vs tracked hours with deviation flags
- Revenue per project drawn from issued and pending invoices
- Margin analysis accounting for internal cost and rate conditions
- Contract type breakdown — Fixed Price, Hourly, Bucket, and Scope-Based side by side
Project Financial Report
Contract consumption and billing posture
Platform Rewrite Q1
341h / 800hNexus Corp Support
63h / 100hPortal Redesign
198h / 200h$47.2k
Contracted
$38.4k
Billed
81%
Gross Margin
See who is over capacity and where idle hours are hiding
Effigate compares logged hours against each member's configured workday availability to produce accurate utilisation rates — surfacing over-allocation risk and idle capacity at a glance.
- Individual and team-level utilisation rates per period
- Planned vs logged hours comparison per member and per project
- Idle capacity identification across the team
- Over-allocation risk flag when committed hours exceed availability
- Capacity baselines drawn from Workday & Availability settings
Member Utilisation
Team capacity · Mar 2026
164h
Logged total
160h
Team capacity
79%
Avg billable
Platform Q1
92%
HealthyAPI Gateway
78%
Over capPlatform Q1
85%
HealthyClient Portal
60%
UnderSprint velocity, scope changes, and delivery completeness in one view
Sprint execution reports track what was planned, what changed, and what was delivered — giving delivery managers the data they need to run accurate retrospectives and improve future sprint forecasts.
- Sprint velocity trends across multiple sprints
- Completion rates: story points and task count delivered vs committed
- Scope change tracking — items added or removed mid-sprint
- Blocked task duration and root-cause categorisation
- Points delivered vs committed with sprint-over-sprint trend line
Sprint Execution Analytics
Sprint 12 throughput and velocity trends
18
Committed
12
Completed
6
Carry-over
Velocity (story points)
Avg 10.9 pts/sprint
From invoice data to margin insight — without leaving the platform
Revenue and profitability reports connect contract terms, time records, and issued invoices into a single view of how each client and engagement is performing financially.
- Revenue realisation per contract and per billing period
- Client profitability over time — revenue minus internal cost
- Rate condition impact: how after-hours and priority surcharges affect margin
- Invoice-to-payment lag per client and per invoice cycle
- Trend analysis across multiple contracts for the same client
Project Financial Report
Contract consumption and billing posture
Platform Rewrite Q1
341h / 800hNexus Corp Support
63h / 100hPortal Redesign
198h / 200h$47.2k
Contracted
$38.4k
Billed
81%
Gross Margin
Portfolio-level health in a single executive view
The Executive Summary report aggregates delivery health, financial performance, and team capacity into a single view designed for leadership — optionally enriched with AI-narrated summaries from Dhyey.
- Portfolio-level delivery health across all active projects
- Cross-project KPIs: velocity, utilisation, margin, and SLA compliance
- Financial performance summary: revenue, invoiced, and outstanding
- AI-narrated sprint summaries generated by Dhyey from live delivery data
- AI-generated content clearly labelled and opt-in per tenant
Executive Summary
All tenants · March 2026
Active Projects
12
+2 this month
Revenue Pipeline
$142k
+18% vs Feb
SLA Compliance
94.2%
−1.8% vs Feb
Team Utilisation
78%
Optimal range
Project Health
3 activePlatform Rewrite Q1
Nexus Corp
Nexus Corp Support
Nexus Corp
Portal Redesign
Globex Ltd
2 items need attention
1 SLA at risk · 1 invoice overdue by 3 days
From delivery activity to exported insight — a clean reporting flow
Effigate reports are always grounded in the operational data your team generates — no manual data loading required.
-
1Step 01
Data captured in delivery
Time logs, task completions, sprint events, invoices, and SLA outcomes are recorded as team members work.
- Time logs
- Sprint events
- Invoice records
-
2Step 02
Filters applied
Select the report type and apply dimension filters: project, client, sprint, team member, date range, or contract.
- Report type
- Dimension filters
- Date range
-
3Step 03
Report generated live
Effigate queries live data and renders the report instantly — no batch pipeline or scheduled refresh to wait for.
- Live query
- Instant render
- No batch lag
-
4Step 04
Exported or shared
Export to CSV or XLS via async job, share a report link, or receive scheduled digests via Slack, Teams, or email.
- CSV / XLS export
- Async job
- Scheduled digests
Reporting that serves every stakeholder
Project Managers
Sprint and delivery data surfaces blockers, scope drift, and velocity patterns before they become misses.
Finance Teams
Revenue, margin, and invoice readiness reports drawn from governed billing records — not spreadsheet estimates.
Executives
Portfolio KPIs, financial performance, and Dhyey-narrated sprint summaries in one executive-level view.
Operations Leaders
Utilisation rates, idle capacity, and internal cost reports to optimise team allocation and delivery cost.
Distribute reports through the channels your team already uses
Schedule and deliver report summaries, anomaly alerts, and executive digests to stakeholders through Slack, Teams, email, and your source control platforms.
Slack
Post scheduled report digests and KPI snapshots to Slack channels when reports are ready.
NotificationsDeliver recurring report summaries and export-ready notifications directly to leadership inboxes.
NotificationsMicrosoft Teams
Broadcast executive digest notifications and financial performance summaries to Teams channels.
NotificationsGitHub
Include commit and pull request activity as source data for commit-linked delivery analytics.
Source controlGitLab
Incorporate merge request cycle time and MR activity into sprint execution and delivery reports.
Source controlQuestions about Effigate reporting and analytics
Effigate ships with 9 built-in report types: Executive Summary, Project Financial, Sprint Execution, Member Utilisation, Revenue Realisation, Client Profitability, Estimated vs Tracked, Internal Cost, and Expense Analytics. Each report is fed from live operational data — delivery records, time logs, contracts, and invoices — so there is no nightly batch import or manual data refresh required. All reports are available from day one without configuration.
Yes. Every report in Effigate supports advanced filtering across multiple dimensions simultaneously: project, client, sprint, date range, team member, contract, and job type. Filters are applied server-side against live data, so the results always reflect the current operational state. You can narrow a utilisation report to a single team member over a specific sprint, or a financial report to a specific client across all their contracts — the filter combinations are fully flexible.
Effigate runs report exports as asynchronous background jobs. When you request an export, the platform queues the generation task and notifies you when the file is ready to download. This means large multi-project or multi-year exports do not freeze the browser or time out mid-generation. The formatted file is delivered to the download queue, and a notification is triggered via your configured channels (email, Slack, Teams) when it is ready.
Member utilisation in Effigate is calculated by comparing logged hours to planned capacity across all projects and tickets for each team member within the selected date range. The platform surfaces individual and team-level utilisation rates, highlights idle capacity, and flags over-allocation risk where logged and committed hours exceed the member's configured workday availability. Capacity baselines are drawn from the Workday & Availability settings, so rates are always calculated against the correct working hours for each individual.
Yes. The Executive Summary report in Effigate can be enriched with AI-narrated sprint summaries from Dhyey, the built-in AI assistant. Dhyey analyses delivery data, sprint outcomes, and financial performance and generates a natural-language narrative alongside the quantitative KPIs. AI-generated content is clearly labelled in the report. The feature is opt-in per tenant and requires AI features to be enabled in tenant settings.
Replace disconnected spreadsheets with live delivery reporting
14-day free trial. All 9 report types available from day one.
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