Reports & dashboards

Live EVM, the S-curve, PDF + XLSX exports, scheduled email delivery.

Article 1 of 7
Reports, dashboards and EVM

S/E, SPI, CPI, S-curve, EAC — the EVM dashboard auto-builds from your hours. PDF and XLSX exports are one click.

6 min read
Article 2 of 7
Report Studio: build your own dashboards

Assemble live dashboards from measures, dimensions and filters, write sandboxed formulas, pick from 13 chart types, and drill, format and export. Pro and up.

5 min read
Article 3 of 7
Earned Schedule: time-based schedule performance

How WBSync applies the full PMI Earned Schedule method (ES, AT, SV(t) and SPI(t)) to measure time-based schedule slippage independently of cost — and why it stays accurate to project completion.

5 min read
Article 4 of 7
Choose a reporting mode: labour, material or both

Run each project in labour-only, material-only or combined reporting mode — what each shows on the WBS, dashboard and exports, the portfolio mode, and why labour and material never share one CPI.

4 min read
Article 5 of 7
Schedule reports to clients

Turn any report into a standing branded PDF that emails itself on the schedule you set — weekly, monthly, whenever.

3 min read
Article 6 of 7
Portfolio rollup: every project on one screen

See all your live projects in one ranked table, sorted by S/E, so you know which job needs you today.

3 min read
Article 7 of 7
Anomaly drill: finding where budget has run away

A ranked table of every WBS activity where actual cost has shot past earned value — sorted by impact so you see the worst overruns first.

4 min read

Other topics