{"id":8612,"date":"2025-07-17T08:08:56","date_gmt":"2025-07-17T08:08:56","guid":{"rendered":"https:\/\/resourceguruapp.com\/blog\/?p=8612"},"modified":"2025-07-17T08:08:56","modified_gmt":"2025-07-17T08:08:56","slug":"reports-open-beta","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/product-updates\/reports-open-beta","title":{"rendered":"Introducing: A more versatile reporting suite"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Accurate data is the backbone of good business decisions. You need to be able to find the right numbers, at the right time. You also need flexible ways to understand and analyze that data to get real answers that point you in the right direction.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To help support you in that, we want to welcome you into our all-new reporting suite.\u00a0<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article \ud83d\udcd6<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/reports-open-beta\/#Get-the-flexibility-you-need-for-better-insight\" >Get the flexibility you need for better insight<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/reports-open-beta\/#Save-and-export-reports-for-further-analysis\" >Save and export reports for further analysis<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/reports-open-beta\/#Whats-next-for-reports\" >What\u2019s next for reports?\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/reports-open-beta\/#Whats-next-for-Resource-Guru\" >What\u2019s next for Resource Guru?\u00a0<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Get-the-flexibility-you-need-for-better-insight\"><\/span><span style=\"font-weight: 400;\">Get the flexibility you need for better insight<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Resource Guru reports have always shown you how your team\u2019s performing, whether that\u2019s through insights on utilization rates, scheduled versus actual time spent on work, or\u2014more recently\u2014financial metrics based on <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/project-rates\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">project rates<\/span><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/project-budgets\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">budgets<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-8616\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Default-report-2-943x371.png\" alt=\"Default report in new Resource Guru reports.\" width=\"943\" height=\"371\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Default-report-2-943x371.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Default-report-2-1042x409.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Default-report-2-310x122.png.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Default-report-2-800x314.png 800w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Default-report-2-1200x472.png 1200w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Default-report-2.png 1369w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Default-report-2-310x122@2x.png.webp 620w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">These new reports deliver the same powerful data, but they\u2019re designed to give you a more versatile way to control what you\u2019re analyzing. Of course, you still get a comprehensive overview, but you can now refine your reports in more detail.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-8617\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Financials-by-project-column-filters-1-592x671.png\" alt=\"Sample report in Resource Guru showing financial by project with the relevant column filters applied. \" width=\"592\" height=\"671\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Financials-by-project-column-filters-1-592x671.png.webp 592w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Financials-by-project-column-filters-1-628x711.png.webp 628w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Financials-by-project-column-filters-1-310x351.png.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Financials-by-project-column-filters-1-800x906.png 800w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Financials-by-project-column-filters-1.png 971w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Financials-by-project-column-filters-1-310x351@2x.png.webp 620w\" sizes=\"auto, (max-width: 592px) 100vw, 592px\" \/><\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Choose which columns you want to include to see the totals you\u2019re most interested in. You can even include <\/span><a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/1955074\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">custom fields<\/span><\/a><span style=\"font-weight: 400;\"> in columns to show specific criteria that are unique to your business.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Use rows to drill down into what you want to analyze\u2014like people, clients, projects, or <\/span><a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/2535298\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">activity types<\/span><\/a><span style=\"font-weight: 400;\">. You can enable, disable, and rearrange rows to surface important data more quickly, and you can choose from preset or completely custom timeframes to gauge performance over a given period. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/1957826#saving_views\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Saved views<\/span><\/a><span style=\"font-weight: 400;\"> in the Schedule are also now also reflected in reports, meaning you can isolate data related to what you\u2019re actively working on in a flash.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8618\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Options-menu.png\" alt=\"The Options menu in Resource Guru reports showing different customizable definitions of scheduled time. \" width=\"900\" height=\"578\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Options-menu.png 900w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Options-menu-310x199.png.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Options-menu-800x514.png 800w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Options-menu-310x199@2x.png.webp 620w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">These new reports also make scenario modelling more straightforward. In the Options menu, you can define what you want to include as \u201cscheduled time.\u201d\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Practically speaking, this means you can investigate how the project will play out if your tentative bookings, bookings pending approval, and\/or bookings on the waiting list become confirmed. This empowers you to anticipate potential bottlenecks, make proactive decisions, and plan with greater confidence.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Save-and-export-reports-for-further-analysis\"><\/span><span style=\"font-weight: 400;\">Save and export reports for further analysis<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Once you\u2019ve defined the factors you want to analyze, you can easily save reports to come back to them later.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-8619\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Custom-reports-943x458.png\" alt=\"The custom reports list in Resource Guru.\" width=\"943\" height=\"458\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Custom-reports-943x458.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Custom-reports-1042x506.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Custom-reports-310x151.png.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Custom-reports-800x389.png 800w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Custom-reports.png 1200w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Custom-reports-310x151@2x.png.webp 620w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">All your saved reports will then be right at your fingertips in the navigation panel. You\u2019ll also be able to share these reports with your team in the near future. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">We made exports more tailored too. Instead of exporting all the data, you can now download exactly what you see when you customize a report. This gives you a more streamlined dataset to work with, featuring only the most crucial information.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That way, if you want to dig into the details in another system or use the data to present your performance to stakeholders, you can do it faster than ever.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is just the tip of the iceberg when it comes to the capabilities of these new reports. For a comprehensive breakdown of all the added functionality, check out our <\/span><a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/4796610\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Help Center<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Whats-next-for-reports\"><\/span><span style=\"font-weight: 400;\">What\u2019s next for reports?\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">First of all, we\u2019d love your feedback. If you\u2019re already using Resource Guru, you can let us know your thoughts directly in your account in the reports section. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Note<\/b><span style=\"font-weight: 400;\">: Reports are available on our <\/span><a href=\"https:\/\/resourceguruapp.com\/pricing\"><span style=\"font-weight: 400;\">Blackbelt and Master plans<\/span><\/a><span style=\"font-weight: 400;\">. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Our goal is to make these reports as efficient as possible for your needs, so please share any thoughts you have about what would make them even more effective. As part of this open beta release, we\u2019re eager to get feedback and shape it into your ideal experience.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">We\u2019re already working on some additional features to make these reports even more powerful including:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-8620\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Example-graph-943x524.png\" alt=\"Example upcoming graph which will soon be included in Resource Guru reports. Graph shows capacity and utilization metrics.\" width=\"943\" height=\"524\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Example-graph-943x524.png.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Example-graph-1042x579.png.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Example-graph-310x172.png.webp 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Example-graph-800x445.png 800w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Example-graph-1200x667.png 1200w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Example-graph.png 1336w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2025\/07\/Example-graph-310x172@2x.png.webp 620w\" sizes=\"auto, (max-width: 943px) 100vw, 943px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Out-of-the-box charts<\/b><span style=\"font-weight: 400;\">: Take your data to the next level with dynamic, visual charts that make insights crystal clear<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Individual project reports<\/b><span style=\"font-weight: 400;\">: Breakdowns of your project trajectory, tracking spend and predicted trends<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Stay tuned for more details.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These reports will be the default going forward for all new accounts, but existing accounts can still swap back to legacy reports. We\u2019ll share more information about the full transition to the new suite in the coming months.\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Whats-next-for-Resource-Guru\"><\/span><span style=\"font-weight: 400;\">What\u2019s next for Resource Guru?\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Eager to know what else we\u2019ve got in the pipeline? You can find details about other upcoming releases\u2014and view and vote for new features\u2014in our Product Portal \ud83d\udc47<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><div class=\"comingsoon comingsoon--default\"><div class=\"comingsoon__image\"><\/div><div class=\"comingsoon__text\"><h4>What&#8217;s next for Resource Guru?<\/h4>\n<p>Explore our product portal to see what&#8217;s planned next and what we&#8217;ve already added. Vote on which features are most important to you and submit new ideas to have your say!<\/p>\n<p><a class=\"button\" href=\"https:\/\/portal.productboard.com\/u3wdgytlr9dhqrdkzqf46ybi\/tabs\/2-planned\" target=\"_blank\" rel=\"noopener\">View and Vote on Upcoming Features<\/a><\/p>\n<\/div><\/div><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Explore our new reporting suite that gives you flexible ways to find critical data, refine it to fit your needs, and analyze it in depth for smarter business decisions.<\/p>\n","protected":false},"author":36,"featured_media":8622,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[30],"tags":[61,62],"class_list":["post-8612","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates","tag-product-updates-feed","tag-heartbeats"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Introducing: A more versatile reporting suite | Resource Guru<\/title>\n<meta name=\"description\" content=\"Explore new reports that give you extra flexibility and insight for more effective business decisions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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