Retain features a suite of flexible reports and dashboards leveraging Microsoft Power BI embedded analytics. Within a few clicks you can visualise availability and utilisation, spot trends, and identify bottlenecks.
DASHBOARD REPORTS
Actionable resource management data
Retain’s reporting tools focus on the actionable data you can evaluate performance and make decisions on. See the big picture and client-level performance in one view. Save time by automating your reports.
BENCH REPORTS
Find out who’s available for work
Easily see who is on the bench, currently unassigned, or between projects. See where you might need to broaden knowledge and skill sets to ensure they are ready to take on new initiatives.
CUSTOM REPORTS
Intuitive and configurable reports
You will love how customisable Retain is. Users can configure reports to their exact needs. View reports inside Retain, export them, and apply custom sharing controls. Save and re-run reports as often as you need.
INTERACTIVE POWER BI EMBEDDED ANALYTICS
Rapid and secure data analytics
Get access to interactive Power BI embedded reports and self-service dashboards. Use a pre-made report template or drill down into more data if you need to. Visualise your real-time data.
REPORT SHARING
Aligned with your data security
Reports can be shared with user-based role restrictions, people only see what they need to in real-time. Choose who has access to what. Ensure data governance.
CAPACITY AND UTILISATION REPORTS
At-a-glance capacity planning insights
Retain’s utilisation reports provide at-a-glance insights into what percentage of your people’s capacity has been scheduled/planned/used. Surface inefficiencies, skill shortages, and opportunities. Flag up over-utilised individuals or roles.
ROLES REPORTING
Gain clarity into demand and resourcing needs
Retain's roles reporting dashboard provides a clear, concise overview of your outstanding resource demands. At a glance, you can visualise current and projected role requirements across projects, identify gaps in specific skillsets or job functions, and seamlessly track staffing needs over time.
PROJECT AND PORTFOLIO REPORTING
Gain comprehensive insights to drive success
Stay on top of your projects and portfolios with a centralised view of financial metrics, including hours and costs across initiatives, progress tracking against defined milestones and deadlines, and project health indicators for quality, risks, and other key factors. Drill down into specific projects or roll up to a portfolio-level overview. Identify potential issues early, make data-driven decisions, and ensure your initiatives are delivered on time, within budget, and to the highest standards.
ACTUAL VS. PLANNED VARIANCE REPORTING
Keep projects on budget and on track against actuals
Gain visibility into how your projects are tracking against initial plans and budgets. Compare estimated hours and costs to actual timesheet data, identify variance percentages for labour hours and expenses, and drill down to root causes of overruns or cost savings. Project managers can easily monitor burning rates, catch budgetary issues early, and take corrective action when needed.
Frequently Asked Questions
Retain offers a suite of flexible reports and dashboards leveraging Microsoft Power BI embedded analytics. This includes dashboard reports, bench reports, custom reports, interactive Power BI reports, capacity and utilisation reports, roles reporting, project and portfolio reporting, and actual vs. planned variance reporting.
Retain allows users to configure reports to their needs. You can view reports inside Retain, export them, and apply custom sharing controls. Additionally, you can save and re-run reports as often as needed.
Retain's utilisation reports provide at-a-glance insights into what percentage of your team's capacity has been scheduled, planned, or used. This helps you surface inefficiencies, skill shortages, and opportunities, as well as flag over-utilised individuals or roles.
Yes, Retain's reporting feature allows you to share reports with user-based role restrictions, ensuring that people only see what they need to in real-time. You can choose who has access to what and ensure data governance.
Retain's project and portfolio reporting feature provides a centralised view of financial metrics, progress tracking against milestones and deadlines, and project health indicators for quality, risks, and other key factors. This allows you to identify potential issues early, make data-driven decisions, and ensure projects are delivered on time and within budget.
The actual vs. planned variance reporting feature compares estimated hours and costs to actual timesheet data, identifying variance percentages for labour hours and expenses. Project managers can drill down to root causes of overruns or cost savings, monitor burning rates, catch budgetary issues early, and take corrective action when needed.
Yes, Retain can integrate with various systems, including HR, CRM, ERP, and Practice Management Software, to import data from different sources and consolidate it within the reporting feature. This provides a comprehensive view of your business and its resources.
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