Monument

Reports Overview

How to use Monument's report builder to create custom reports across projects, resources, time, and financials.

Overview

Monument's report builder lets you create custom reports across all your data — projects, tasks, resources, time entries, invoices, and more. Reports are configurable tables with columns, filters, sorting, and grouping.

Report Concepts

Entity Type

Every report is based on an entity type — the kind of data you're reporting on:

  • Projects — one row per project
  • Tasks — one row per task across projects
  • Resources — one row per team member
  • Time Entries — one row per time entry
  • Invoices — one row per invoice
  • Expenses — one row per expense
  • Allocations — one row per allocation

The entity type determines which columns and filters are available.

Columns

Columns define what data appears in each row. Available columns depend on the entity type and include:

  • Standard fields — name, status, dates, amounts
  • Financial fields — revenue, costs, profit, margin
  • Related fields — project name on a task row, resource name on an allocation row
  • Custom fields — any user-defined fields
  • Time-series columns — values broken down by day, week, or month

Filters

Filters narrow down which rows appear. You can combine multiple filters with AND/OR logic:

  • Status = In Progress
  • Project in [Project A, Project B]
  • Date between 1 Jan and 31 Mar
  • Amount greater than $10,000

Grouping

Group rows by a field to create collapsible sections with subtotals:

  • Group tasks by project to see per-project totals
  • Group time entries by resource to see hours per person
  • Group invoices by status to see pipeline breakdown

Sorting

Sort by any column, ascending or descending. Multi-column sort is supported — click additional column headers while holding Shift.

Built-In Reports

Monument includes pre-built reports for common use cases:

  • Project Financial Summary — all projects with revenue, costs, and profit
  • Team Utilisation — resources with capacity, allocated hours, and utilisation %
  • Unbilled Time — time entries not yet invoiced
  • Invoice Ageing — outstanding invoices grouped by age

These can be used as-is or duplicated and customised.

Saving and Sharing

Reports can be:

  • Saved with a name for quick access
  • Shared across the organisation (visible to everyone) or kept private (only visible to you)
  • Exported to Excel, CSV, or PDF

What's Next