Introduction to the Reports Center in PSOhub

Published: 1 June 2026

Audience

All Users

Objective

This article explains the Reports Center in PSOhub — which reports are available, what each report is designed to help you analyze, and how access levels determine which reports you can see.

Introduction

The Reports Center in PSOhub gives you detailed insights across your entire organization from a single location. Each report focuses on a specific area of your business — financial performance, team capacity, project health, your own activity, or resource utilization.

Reports are role-based. The reports you see in the Reports Center depend on your access level in PSOhub, so not every user sees every report.

To open the Reports Center, click Reports in the top navigation bar. The landing page displays a tile for each report you have access to, and the same reports are listed in the left sidebar.

What reports are in the Reports Center?

The Reports Center contains five reports, each designed around a specific question your organization needs to answer.

Financial Summary

If you want to understand the financial health of your business as a whole — revenue, invoicing activity, outstanding amounts, and portfolio profitability — the Financial Summary is your starting point. It gives leadership a single view across all active projects without having to open each one individually.

Resource & Capacity

When the question is about your team rather than your projects, the Resource & Capacity report shows you how your people's time is actually being spent. It brings together utilization rates, revenue over time, and individual performance rankings so you can spot capacity gaps and make more informed planning decisions.

Project Portfolio

The Project Portfolio report shifts the focus to delivery. It surfaces budget burn, health indicators, and milestone progress across all your projects at once, making it the right place to identify which projects need attention before problems escalate.

Personal Summary

Every user in PSOhub, regardless of role, has access to their own Personal Summary. This report is entirely individual — it shows your own logged hours, upcoming tasks, active projects, and how your utilization tracks against your personal target.

Utilization Report

The Utilization Report lets you go deeper on resource efficiency. Unlike the other four reports, which open as a live view, the Utilization Report is built by you — you set the period, business units, and filters, then save and return to it over time. It is the right tool when you need to measure planned versus actual performance across teams and identify patterns of over- or under-utilization.

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Who can see which reports?

Access to each report is determined by your user role. The table below summarizes which reports are available per access level.

Report	Admin / Controller	Project Manager	Team Member (Plus) & Sales Rep
Financial Summary	✅	❌	❌
Resource & Capacity	✅	❌	❌
Project Portfolio	✅	✅ (own projects only)	❌
Personal Summary	✅	✅	✅
Utilization Report	✅	❌	❌

Next Steps

✅ Explore all reporting options in PSOhub
Learn about standard reports, custom OData reporting, and reporting integrations available outside the Reports Center.
Introduction to Reporting in PSOhub

✅ Build custom reports with OData
Connect PSOhub to Power BI or Excel to create reports and dashboards tailored to your organization's needs.
OData custom reporting in PSOhub