In the project reports, you analyse the times, receipts, plans, sales volume, and revenue of your projects. You open every report across all projects in the main menu under Reports > Projects or directly on a single project under Projects > [project name] > Reports.

Which reports are offered to you depends on your role: project leads see their own projects, department managers with the add-on module Locations & departments see the projects of their department, administrators and controllers all projects. If you open a report directly on a project, that project is already set as the filter.

Via Reports > Projects, you open the following reports across all projects and filter them by period, project status, project type, and further criteria. Remove the checkmark at the From date of the analysis period to evaluate the entire project run time since project start.

The Project Times Report analyses the project times booked onto a project by various criteria and shows the total hours. Unlike the employee-related report under Reports > Employees, it is project-related and is suitable for fully tracing the time effort of a project and correcting it if needed.

The following search criteria are available:

Via the column configuration, you additionally show, with show travel data, the columns trip, start, destination, private, vehicle, kilometres, and passengers including a total-kilometre sum, and with show project department a separate department column; a search term searches the remarks of the time bookings.

The result table lists all matching project times; for a summary task, the times of all subordinate tasks are aggregated. Individual times can be edited or deleted directly, and you export as CSV (semicolon- or comma-separated for direct Excel import). Via the actions, you rebook project times or copy them to another project or task.

The Project Times Chart displays the chronological progression of the booked project times graphically as a bar chart. This way, you see in which phases how much was booked onto the project and assess the work progress over the project run time.

You choose the analysis period and the billability and group either not at all, by employee, or by task. You scale the time axis automatically or by month, day, calendar week, or quarter; the bars are coloured per employee or task, and the result can be exported as CSV.

The Receipts Report evaluates the receipts booked onto a project and shows the total of the amounts. Like the Project Times Report, it is project-related and serves to fully check and bill the expenses and other receipts of a project.

The following search criteria are available:

The result table can be exported as CSV; individual receipts can be rebooked, copied, edited, and deleted. You output the associated receipt files as a bulk download (ZIP), which can also be generated in the background as a task.

The Project Time Matrix gives a quick overview for a period and a project status of all ongoing projects and the hours booked on them per employee. This way, you see at a glance what is currently being worked on and where bookings are missing.

The offered project list depends on period and status:

If the option for employees without bookings is not set, persons with a sum of zero are not listed; activated, you see all employees entitled to book and thus missing bookings immediately.

The Employee Assignment shows as a bar chart which employees are assigned to which projects in a period; the length of a blue bar corresponds to the respective assignment period. This way, you plan the workload and recognise overlaps.

You evaluate a single project, a project type, or all projects and optionally show only project leads. For a short period of up to three months, the display is day-precise, for longer periods month-precise; if a bar label is truncated, a tooltip shows the full entry.

The Price Overview shows which employees are assigned to a project or task with which price group and the hourly and daily rates stored there. This way, you check before billing which rates are used.

As search criteria, you choose period, project status, optionally a customer, one or several projects, and employees.

In the result table, each project team member appears per project with their price group per assignment period, the applicable price table (project, customer, or base price table) including the validity period, and deviating task assignments. Special activities and price factors are taken into account and result in the resulting hourly rate; a CSV export is possible.

The Change History logs changes to project data across all or the projects you lead. This way, you prove seamlessly who created, changed, deleted, or corrected which project data and when.

You restrict the result list by the type of change (create, change, delete, correction) and by one or several areas. The report is reserved for administrators, controllers, and project leads with additional rights, and the menu item appears only if the recording of project data is activated under Administration > Other > Change history.

The Absences Overview shows the holiday plan and absences of the project employees, selectable by absence reason category, absence reason, and approval status (planned, requested, approved). This way, you recognise staffing bottlenecks during the project run time early and reschedule the resource planning in time.

The display is a calendar matrix across the project employees. You output the result as a monthly or annual overview, as PDF, Excel, or CSV, and optionally subscribe to it as an iCalendar feed to see the absences in your own calendar.

The Project Time Report creates the hours record of a project per day, week, or month and often serves as a signable record towards the customer. Project leads attach it to the customer invoice as proof of performance, and accounting uses it to substantiate the billed hours.

You choose period and project status; thereupon the matching projects are offered. Internal projects do not appear; you analyse these via the Project Times Report.

The Project Sales Volume shows which sales were achieved in a period; the display follows the settings under Billing Settings > Format. Accounting uses it as the basis for invoicing the customer, and project leads check the billable state.

You set the period; internal projects are not offered. If the tasks are billed individually, you select single tasks and (with the add-on module Ticketing system) single tickets; individual ticket billing applies only to projects and tasks billed by hourly rate.

After Execute, ZEP creates the billing in the stored format. You export the tables working time, receipts, mileage allowance, and subsistence costs as CSV, and existing receipt files as a bulk PDF.

With the Customer Sales Volume, you select all or only specific projects for a customer and bill them together. It corresponds to the Project Sales Volume but combines several projects of a customer in one report, for example for a collective invoice.

You set the period, select the customer, the project status, and the industry if applicable; thereupon the projects of the customer valid within the period and matching the status are offered. At the top, an overview table of the projects to be billed appears, below it the sales volume per project in the respective billing format. Per period, the project price tables apply, as a fallback the customer and finally the base price tables.

The three Project State reports and the Overall State share the period logic: with project run time up to today or project run time from to, you narrow the project list to ongoing projects, with the analysis period the evaluated bookings. If you remove the checkmark at the From date of the analysis period, the entire project run time from project start is evaluated, which is necessary for flat-rate projects for a correct revenue and profitability comparison. Project State Plan and Overall State Plan are always calculated from project start anyway.

The Project State Plan analyses since project start how much of the planned time and costs has already been used and compares planned and actual values. Project leads use it to continuously check the plan progress and to steer before the budget is exceeded.

You choose whether only billable or billable and non-billable times are compared with the planned hours (depending on what was planned); fixed-price projects or tasks can be switched to billing by hourly rate for the evaluation. The grouping determines structure and columns:

Daily-rate projects with offered daily rates get additional columns for actual and planned daily rates including the difference. For employee groupings, the price groups actually booked in the period are shown per person; the total rates result from the price table in the order project before customer before base. Project leads without budget responsibility see this report only with planned hours and no costs.

The Project State Time evaluates the recorded project times by billability and shows in the overview the total effort, the billable and non-billable hours, and the billable share of the total effort. This way, you assess how much of the work performed is actually billable.

You group the report optionally, where each grouping shows its own columns:

For the employee groupings, the price groups per person are additionally shown. Since a person can have different price groups at different times and in different tasks, only the price groups for which there was actually a time booking in the analysis period appear.

The Project State Revenue compares the internal and external costs of a project and derives revenue and profitability from them. It shows working time and total rates, other costs (receipts, mileage, travel flat rates), and the total costs; controlling and management thus assess the economic efficiency of a project.

The revenue results as the difference between the billable (external) amount and the internal expenses, the profitability as revenue in relation to the internal expenses or to the billable amount. For the calculation:

Per grouping, working times, receipts, subsistence costs, arrival flat rates, and mileage as well as the internal and external total rates, the revenue, and the profitability appear:

For the employee groupings, the price groups booked in the analysis period are additionally shown per person.

The Overall State Plan shows several projects together in an overview and analyses since project start how much of the planned time and costs has been used. Management thus gains an overall view of the project portfolio and recognises endangered projects early.

You restrict the project list by project status, project type (all, internal only, or customer projects), project run time, and keywords; with the add-on module Locations & departments, a department can additionally be specified. Optionally, you include budget, total rates, and other costs.

You choose which actual hours to compare with the planned figures: billable only or billable and non-billable times, depending on what you planned. Fixed-price projects or tasks can be switched to billing by hourly rate; the type of accounting is shown per row with an abbreviation (S hourly rate, T daily rate, P fixed price, i internal project). For the total rates, the price tables apply per period in the order project before customer before base.

With the option incl. budget, you show monetary amounts; only projects for which you may see amounts are then displayed. Project leads without budget responsibility do not see the relevant projects when the option is active. The columns of the result table are configurable and can be output as HTML, Excel, or CSV.

The Overall State Time evaluates the project times of several projects by billability and shows per project total effort, billable and non-billable hours, and the billable share. You restrict the project list by period, project status, project type, and keywords.

Without grouping, planned figures can additionally be shown via the configuration of the table columns (planned hours, billable planned hours, the ratio of billable actual to planned hours, and total actual to plan). With grouping, you choose:

The result table is configurable and can be output as an HTML view as well as an Excel or CSV export.

The Overall State Revenue provides an overview for several projects of internal and billable costs and the resulting revenue and profitability. Per project, a row appears with internal and billable total rates, other internal and billable costs, the respective total costs, the revenue, and the profitability.

You choose a freely definable period as well as all, internal only, or customer projects only; with the add-on module Locations & departments, a department can be specified. As with the Overall State Plan, you optionally filter and convert by currency (exchange-rate date rules and rate maintenance identical). Per project, the internal and billable total rates, the other internal and billable costs, the internal and billable total costs, and the resulting revenue and profitability appear.

Additionally, you group:

The external costs follow the price-table order project before customer before base, the internal ones the internal hourly rate from the employee management. If the billable amount cannot be determined from effort tasks, the planned amounts of the fixed-price tasks are used; planned figures of pure grouping tasks do not serve as a substitute. The columns of the result table are configurable.

Via the sub-menu Reports on a single project, you call the same reports, automatically restricted to the opened project; a project selection is omitted, and you run several reports one after another. The order of the menu items on the project:

The Cover Page summarises the most important master data of the project on one page: project data, employee assignments, tasks, and price tables. It is suitable as a compact overview at project start or as the cover sheet of a report folder and can be output directly as a document.

The Project Times Report on the project shows all booked project times of this project, filtered by period, task, employee, activity, and billability. Project times can be rebooked or copied directly, and you export the result as CSV; the project is already set as the filter.

The Receipts Report on the project lists all receipts booked onto the project with a total, filterable by receipt type, employee, and currency. Receipts can be rebooked, edited, and deleted directly, and you export the table as CSV; the receipt files are output as a bulk download.

The Absences Overview shows holidays and absences of the project employees, selectable by absence reason and approval status, as a calendar matrix. This lets you spot staffing bottlenecks during the project run time early; the report requires the add-on module Absences & overtime.

The Price Overview shows per assignment period the price group, the applicable price table, and the resulting hourly and daily rates of the employees assigned to the project. This lets you check before billing which rates are used; the result can be exported as CSV.

The Project Time Report creates the hours record of this project per day, week, or month, optionally with price factors and a signature block. It serves as a record towards the customer and is available only for projects with an assigned customer.

The Project Sales Volume shows the achieved sales of this project in the selected period in the stored billing format. You export the working-time, receipt, mileage, and subsistence tables as CSV and download existing receipt files as PDF.

The Project State Plan compares for this project planned and actual hours and costs since project start, grouped by task or employee, optionally combined with activity. This lets project leads recognise early whether the project stays within the planned scope.

The Project State Time evaluates the project times of this project by billability and shows total effort, billable and non-billable hours, and the billable share. The report can be grouped by task or employee, optionally combined with activity.

The Project State Revenue compares internal and external costs for this project and determines revenue and profitability. The report is reserved for administrators, controllers, and department managers and can be grouped by task or employee, optionally combined with activity.

The Time Progress displays the chronological progression of the booked project times of this project graphically, scalable by day, week, month, or quarter. It is the same chart as the Project Times Chart; on the single project it is called Time Progress without the add-on module Resource Planning, and Project Times Chart with the module.

The Internal Costs report lists all internal cost items of this project in detail. While the Project State Revenue shows these costs only as a sum, they are listed here per employee individually: internal remuneration (with the add-on module Absences & overtime including time surcharges), project-proportional subsistence costs, receipts (with a private share, with and without it), and mileage. Only employees with a stored internal hourly rate are considered; a CSV export is possible.

With the respective add-on modules, further project-related reports are unlocked that are described in detail in the corresponding areas: