Overview
Insights is Ekso’s built-in reporting module. It provides financial and operational reports across five tabs: Profitability, Time, User, Item, and Ask. All reports share a date range picker and can be exported.
Reports draw on time tracking data combined with job role rates to calculate cost, revenue, and margin figures. The date range defaults to the last three months if not set.
Profitability
The Profitability tab shows financial performance grouped by a dimension you choose from the dropdown:
| Dimension | Groups by |
|---|
| Job Role | The job role assigned to each user |
| Container | The container each item belongs to |
| Board | The board items are planned on |
| Cycle | The cycle within a board |
| SKU | The billable time code |
| Cost Center | The cost center |
| Item | Individual work items |
| Column | Description |
|---|
| Total Hours | All hours logged within the date range |
| Billable Hours | Hours logged against billable time types |
| Non-Billable Hours | Hours logged against non-billable categories |
| Billable % | Billable hours as a percentage of total hours |
| Estimated Cost | Billable hours multiplied by the job role’s base cost rate |
| Estimated Revenue | Billable hours multiplied by the job role’s charge rate |
| Gross Margin % | (Revenue minus Cost) divided by Revenue |
Profitability drilldown
Click any row to open a drilldown panel showing the individual time entries behind that group. The drilldown displays the total time logged and a list of entries with:
- Resource — the person who logged the time
- Item — the work item the time was logged against
- Time — the duration of each entry
Use profitability grouped by Job Role to compare cost-efficiency across roles. High gross margin percentages indicate roles where charge rates are well above cost rates. Low margins may signal roles that need rate adjustments.
Time
The Time tab surfaces risk by comparing work estimates against actual time logged. It shows items where time logged exceeds the work estimate — an early indicator of scope creep or underestimation.
Each row displays:
| Column | Description |
|---|
| Item | The item name |
| Work Estimate | The original estimate in hours and minutes |
| Time Logged | The actual time logged so far |
| Board | The board the item is planned on |
| Cycle | The cycle within that board |
Items appearing on this report have already exceeded their estimates. Review them promptly to decide whether to increase the estimate, reassign resources, or adjust scope.
User
The User tab shows a per-person summary of time data across the date range.
Each row displays:
| Column | Description |
|---|
| Name | The user’s name |
| Job Role | Their assigned job role |
| Total Hours | All hours logged |
| Billable Hours | Hours on billable work |
| Non-Billable Hours | Hours on non-billable categories |
| Billable % | Billable hours as a percentage of total |
| Non-Billable % | Non-billable hours as a percentage of total |
User drilldown
Click any user to open a detail panel showing their total time logged and a chronological list of every time entry. Each entry shows:
- Date — when the time was logged
- Billable — whether the entry is billable (Yes or No)
- Item / Time Type — the item name for billable entries, or the non-billable category name
- Time — the duration
The drilldown includes both billable and non-billable entries, giving a complete picture of how the person spent their time during the selected period.
Use the User report to monitor utilization. A low Billable % may indicate a person is spending too much time on non-chargeable activities, or it may reflect a role that is not expected to be client-facing.
Item
The Item tab shows per-item financial data, ranking items by billable hours. This report surfaces which items are consuming the most effort and generating the most revenue.
Each row displays:
| Column | Description |
|---|
| Item | The item key and name (for example, HELP-76) |
| Container | The container the item belongs to |
| Board | The board the item is planned on |
| Billable Hours | Total billable hours logged |
| Cost | Billable hours multiplied by the job role’s base cost rate |
| Revenue | Billable hours multiplied by the job role’s charge rate |
| Gross Margin | Revenue minus Cost |
Ask
The Ask tab provides access to the AI assistant from within Insights. Ask natural-language questions about your workspace and get structured answers — tables, financial summaries, and utilization data. The AI can also perform actions like creating boards or cycles.
Questions can reference date ranges, container names, board names, and other filters in plain language. For example, “Show me most profitable items” returns a ranked table with item keys, containers, boards, billable hours, cost, revenue, and profit.
Conversations are saved per user and can be continued later. See AI for the full list of question categories, sample questions, and provider configuration.
Date range
The Profitability, Time, User, and Item tabs share a date range picker in the top-right corner. Select a start and end date to filter the data. If no range is set, reports default to the last three months.
The date range applies to the time entries included in the calculations — only entries with a logged date within the range are counted toward hours, cost, and revenue figures.
The Ask tab does not use the date range picker — instead, specify date ranges directly in your question (for example, “Show me revenue for November and December”).
Exporting
Each report includes an export button (download icon) that lets you download the data in CSV or Excel format. Use this to share reports with stakeholders or import the data into spreadsheets and external tools for further analysis.
How costs are calculated
Insights calculates cost and revenue using job role hourly rates:
- Cost = billable hours multiplied by the job role’s hourly base cost
- Revenue = billable hours multiplied by the job role’s hourly charge rate
- Gross Margin = revenue minus cost
- Gross Margin % = (revenue minus cost) divided by revenue, as a percentage
These calculations depend on job roles having their base cost and charge rates configured. See Finance for how to set up job roles and rates.
Cost and revenue figures are estimates based on the rates configured on each job role at the time the report is run. If rates change, the reported figures will reflect the current rates, not the rates in effect when the time was originally logged.
