Period in one click
Quick filters such as last month or last year sit right above the table. For anything more precise there are from and to dates in the filter window.
Reporting software for service firms in which every total shows its entries.
Reporting is the fixed set of analyses a company uses to see regularly where it stands. In teamspace these are ready-made reports on projects, finance, staff, sales and tickets, all on the same data. You set the period and filters, and open the individual entries behind any total.
How it works
Learn one report and you can use them all.
Whether invoicing analysis or ticket report, every report in teamspace works the same way. Your team learns the moves once.
Break down and summarise
Breakdown splits the report by project, client or assignee into separate sub-lists. In the analyses, the Show setting decides what is totalled.
From the total to the item
Drill-down opens the list behind a figure: from the invoicing analysis to the invoice lines, from the ticket analysis to the individual tickets.
Export and bookmarks
Every report can be printed and exported as an Excel report. A bookmark saves filters and columns so the report opens the same way next time.
The reports
Six groups, each with its own question.
Most reports come in pairs: a list showing every entry individually and an analysis that totals them. Where each report sits in the menu is something you configure in your own account.
- Project reports
- Project times, project time analysis, project analysis, project status analysis What work was done on the projects, and which project brings the best contribution margin?
- Finance reports
- Financial analysis, invoicing analysis, invoice lines, future revenue, post-calculation, cost analysis, cost items What comes in, what goes out, and what can be expected over the coming months?
- Staff reports
- Working time analysis, working days, capacity analysis, employee data, employee analysis, commissions, holiday How busy is the team, and what does each person contribute to the margin?
- CRM and sales reports
- Opportunity analysis, opportunities, CRM analysis, client analysis, activity analysis, activities Where does the pipeline stand, and which client is profitable?
- Ticket reports
- Ticket report, ticket analysis How many tickets sit with whom, for which client and which project?
- Other reports
- Area and category analysis, ad hoc report What was the time spent on, and who needs to hear about something without asking?
Projects
The project analysis sorts by contribution margin.
The project times report lists every booked hour with client, project, assignee and category, and can serve directly as an activity record. The project time analysis totals the same hours by week or month and puts planned and booked time side by side.
The project analysis calculates the contribution margin and the average revenue per hour from time, revenue and expenses. Sorted by contribution margin, the projects that no longer pay sit at the bottom. One click on the Müller GmbH project shows what the figure is made of.
- Whether success is calculated from postings, documents or costs is a setting in the report.
- Cost type, cost centre and cost object can be shown as columns in the project times and used as filters.
- The contribution margin relies on the internal cost rate per employee, stored with a validity date.
Finance
Future revenue shows what the coming months will bring.
The finance reports look in three directions. The invoicing analysis shows revenue and expenses per project or client over time, with booked or planned values as you choose. The financial analysis breaks everything down by source, that is invoice, incoming invoice, project time and cost item, and answers questions such as which client brought in the most revenue in the quarter.
Future revenue projects what can be expected in a coming period. Order confirmations, open order lines, payment schedules and the billing rules of your orders can all feed into it. Finally, the post-calculation sets each order against what was actually incurred on the project and what has already been invoiced. Any over- or under-recovery is clear when the order closes, not at year end.
On the cost side, the cost analysis and cost items reports show travel, expenses, commissions and materials, totalled or line by line.
Staff
Utilisation and contribution sit side by side.
The working time analysis totals weekly working time, holiday and sickness per employee; the working days report goes down to the individual day. In the enterprise edition, the capacity analysis sets available capacity against what is planned, with a line for the free time each day.
The employee analysis answers a different question: how much each person contributed to the margin of the projects they worked on. The commission report shows which commission is payable from booked project time, and the holiday report shows remaining leave at the turn of the year.
Sales, service, activities
More reports for the questions in between.
Opportunity analysis The pipeline as a funnel by phase, with number and current value per phase. Sales analyses belong to the enterprise edition. Client analysis Contribution margin and average revenue per hour per client, optionally with all of a client's departments. Ticket analysis Number of tickets by assignee, client or project. Drill-down leads to the ticket report, which also filters by SLA status. Area and category analysis Up to five criteria at once, such as billable and non-billable time per category and employee over three months.
For management
A few key figures, read from three directions.
Management does not need every report, but a handful of figures it looks at every week. It helps to sort them by direction. Forward: is what we are building enough? Future revenue and the opportunity analysis show that. Back: how well did we do? The post-calculation and project analysis show that. Right now: are we looking after the right things? The project status analysis with its warnings shows that, as does the ad hoc report, which emails assigned tasks, warnings, follow-ups and new tickets without anyone asking.
How this becomes a dashboard with a few key figures and status lights is described on the business steering page. Before the monthly review, the Analyse with AI entry in a report's actions menu also helps: it reads the report on screen and points out what stands out. The figures in the report remain the basis; the AI analysis is a pointer. More under AI in teamspace.
That is how teamspace approaches AI in controlling: the AI reads and points things out, the calculating happens in the reports. The feature is included in every edition, runs on the AI connection your company enters itself and is switched on by your administrator. If you would rather ask in your own assistant, use the MCP server, for example in Claude with "Which invoices to Müller GmbH are still unpaid?". This requires a suitable MCP connection that has been configured and enabled for you, and that you are allowed to see those invoices in teamspace yourself.
Limits
Ready-made reports, not a report designer.
The reports in teamspace are predefined. You adapt them through columns, period, breakdown, filters and report settings, and save your version as a bookmark. There is no designer in which you freely assemble your own data models and dashboards.
For analysis beyond that, you export to Excel or, from the enterprise edition, pull the data into a tool of your own via the REST API. How to build your own dashboard on it with an AI coding assistant is shown on the vibe coding page.
Your report
Which analysis do you build by hand today?
Bring the Excel list that is rebuilt every month. In the call we will show you the teamspace report that answers the same question, and which data needs to be maintained for it.
Within controlling
Where the reports lead on.
Reporting is one building block of controlling in teamspace.
Controlling
The overview: margin, utilisation and rates from one data set.
- three levers of a service firm
- all building blocks at a glance
- limits and extensions
Cost and performance accounting
Cost type, cost centre and cost object on every posting, as a column in the reports.
- assignment by rule
- filterable in the project times
- basis for the contribution margin
Sales controlling
Pipeline, weighted forecast and client analysis for sales.
- funnel by phase
- clients by contribution margin
- activities across modules
First call
Let us go through your monthly reports together.
Tell us which figures your management wants to see every month. We will show you which teamspace reports deliver them and how to keep them to hand as bookmarks.
Frequently asked questions about reporting
What is reporting software?
Reporting software provides a fixed set of analyses with which a company regularly tracks how projects, finance, staff and sales are doing. In teamspace it consists of ready-made reports in six groups, all calculating on the same data and all operated the same way.
Can I create my own reports?
You adapt the existing reports: columns, period, breakdown, filters and report settings. You save your version as a bookmark. There is no freely modelled report designer. For further analysis you export to Excel or use the REST API from the enterprise edition.
How do I export a report to Excel?
Through the actions menu at the top right of the report, entry Excel report. In the export settings you choose whether times are output in minutes, hours or days. Printing works through the same menu.
Can I receive reports automatically by email?
The ad hoc report emails you when tasks are assigned to you, warnings occur, follow-ups fall due or new tickets arrive. Each user sets how often it comes in their personal settings.
Why is the contribution margin empty in an analysis?
The project, employee and client analyses calculate with the internal cost rate of the employees. If it is missing, labour costs are missing. You store it per employee and period in the HR area.
Which edition includes the reports?
The reports are included from the office edition. Sales analyses and the capacity analysis belong to the enterprise edition, as does the REST API.