Basil provides a comprehensive reporting feature designed to centralize and visualize client information. This feature allows you to view data in a spreadsheet format, and if there's enough information, Basil can also present the data in graph form.
To start, click on the ‘Reports’ tab at the top of Basil. By default, you’ll be presented with all available data for the current period in the spreadsheet view.
Just like the Tasks section of Basil, certain Reports will give you the ability to break them down further with filters. In this example, when we click on the funnel icon to the top right, the ‘Daily Task Activity’ report lets you filter by a specific Start/End date as well as by a specific Team Member.
To the right of the filters, you have four additional options:
- Download the current spreadsheet report to a .CSV file
- Expand the current report (spreadsheet or graph) to full screen
- View the data in a spreadsheet view (default view)
- View the data in a graph view (if applicable)
- Pin or unpin the currently viewed graph to your Basil Dashboard Home screen
- Open the filters menu to filter the currently selected report
Clicking on the fourth option will display the data in a graph form if it is a report that a graph can be provided for.
Basil has various reports available for you to view. This is a list of currently available report categories and types of reports:
Time Reports:
Hours Tracked by Team Member
Unsubmitted Time by Team Member
Actual vs Budgeted Hours
Task Reports:
Daily Task Activity
Outstanding Client User Tasks
Outstanding Upload Links
Billing Reports:
Aged Receivables Summary
Aged Receivables by Client
Revenue by Client