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Introduction to Reports in PSOhub

Understand every way to get data out of PSOhub, from built-in reports to custom dashboards and integrations

Published: 1 June 2026

Audience

  • All Users

Objective

This article explains the reporting options available in PSOhub — what they are, what each one is designed for, and where to go to get started with each.

Introduction

PSOhub gives you several ways to analyze and share data about your projects, team, and finances. Some reporting tools are built into the platform and ready to use. Others let you build your own reports with custom filters, or connect PSOhub data to external tools like Power BI and Excel.

Not all reporting options are available to every user. Some are scoped to Admins and Controllers, while others are available to the whole team.

This article is your map. It covers the four reporting areas in PSOhub and points you to the right place for each one.

The Reports Center

The Reports Center is PSOhub's built-in reporting hub. It gives you real-time visibility into your organization's financial performance, team capacity, project health, and individual activity — all from a single location.

It contains five reports: Financial Summary, Resource & Capacity, Project Portfolio, Personal Summary, and Utilization Report. Each report opens as a live view and updates automatically. Access is role-based, so the reports you see depend on your user level.

To open the Reports Center, click Reports in the top navigation bar.

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Standard Reports

Standard Reports let you build custom, filtered exports of your time, expense, invoice, and project data. Unlike the Reports Center, which shows live organizational views, Standard Reports are generated on demand and can be exported to Excel for further analysis.

There are five Standard Reports, one for each data type. Each report lets you set your own filters — by date range, project, business unit, user, and more — so you can extract exactly the slice of data you need.

Each report is generated by navigating to the relevant module, selecting your columns and filters, and exporting the result to Excel.

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Advanced / Custom Reporting

If the built-in reports and standard exports do not cover your needs, PSOhub supports custom reporting through its OData feed. You can connect PSOhub data directly to Power BI or Excel to build your own dashboards, models, and reports.

This is the most flexible reporting option in PSOhub, but it requires familiarity with OData, Power BI, or Excel data connections. The OData feed exposes the full PSOhub data model, including all tables and field definitions.

💡 Tip: Start with the OData overview article before connecting to Power BI or Excel. It              explains how the data model is structured and which tables to use for common                            reporting scenarios.

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Reporting Integrations

PSOhub can push project and financial data into HubSpot so your sales and operations teams can report on delivery alongside pipeline and revenue data.

There are two integration options. PSOhub Custom Objects in HubSpot surfaces project data as custom objects inside HubSpot CRM. PSOhub Insights for HubSpot gives you pre-built reporting dashboards inside HubSpot using synced PSOhub data.

Both options require an active HubSpot integration.

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Next Steps

✅ Explore the Reports Center
See which built-in reports are available in PSOhub and what each one helps you analyze.
Introduction to the Reports Center in PSOhub

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