Documentation

How to Use the Performance Report

How to Use the Performance Report

Compare team members on time worked, estimated time allocation (ETA), and credits for the period you select — use with clear policy and after timesheet approval.

Performance

  1. Open the report

    Go to ReportsPerformance under Analyze in the left sidebar. Use the Member filter and date range picker at the top to set who and which period you are reviewing.

    Team rankings and advanced activity analytics may require Standard or Elite — see Pricing. Related views such as Performer Analysis and Leaderboard are on the Reports hub on eligible plans.

    Performance report table listing members with Total Time Worked, Total ETA, and Total Credits columns
  2. Read the table

    The main view is a comparison table — one row per member in scope. Hover the i icons on column headers for definitions of each metric.

    • Member Name

      Profile, name, and a link icon to drill into that member’s detail where your role allows.

    • Total Time Worked

      Sum of tracked hours in the selected date range — same family of data as Timesheets and Time & Activity.

    • Total ETA

      Estimated time allocation for the period when your organization uses ETA on projects or tasks. Shows a dash when ETA is not configured or does not apply.

    • Total Credits

      Credits earned or assigned in the period when your plan uses the credits feature. Shows a dash when credits are not in use.

    If every row shows 0h 0m or dashes, widen the date range, confirm members tracked time in that period, and check that ETA/credits are enabled in your workspace.

  3. What you see

    Use Performance to compare contributors side by side before reviews or capacity planning. Sort mentally by Total Time Worked for workload; use ETA and Credits when your process ties estimates or incentives to tracked output.

    • Capacity check

      Who logged the most hours — useful for staffing, not as the only measure of value delivered.

    • Estimate vs actual

      When ETA is populated, compare it to time worked to spot over- or under-estimated work.

  4. Responsible use

    Only use Performance after Timesheet Approval when hours feed reviews or bonuses. Share with the team how scores are calculated and what they are not (they do not measure code quality, sales closed, or client satisfaction by themselves).

    Pair with Work Notes, project outcomes, and manager check-ins. Performer Analysis and Leaderboard on the Reports hub offer related views on eligible plans.

Tips

  • Never use rankings as the sole input for termination or compensation — document a broader review process.
  • Filter by team or project so designers are not compared directly to sales on the same chart.
  • Re-run the report after rejected timesheets are fixed so rankings reflect approved data.

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