1. PSA for Training and Education Services
  2. Reports and analytics
Reference

Reports for the questions your team asks

Read delivery, margin, billing and operation results from the source records.

Overview
PSA for Training and Education Services · Overview

PSA for Training and Education Services dashboard

This quarter

Certificates milestones in view
6
Total amount
2,260
Missed
3
Approved
3

Cohort engagements by status

How far records got this quarter

StageReachedStep
Proposed42
Active1638%
On hold638%
Completed233%

Cohort engagements by status

Sample counts per stage

100
10Proposed
-30Active
-10On hold
-40Completed
-10Cancelled
Example screen with sample data

Questions to answer

Cohort contract and delivery Grouped

Which active cohorts are consuming their contracted hours and value?

Cohort margin List

How do delivery cost and gross margin compare across engagements?

Instructor utilization List

Whose logged billable hours are high relative to capacity?

Milestone billing readiness List

Which approved milestones have an amount and a cohort link?

Tuition outstanding List

Which milestone charges remain overdue or disputed?

Operation results List

Which session approvals or invoice attempts failed and need correction?

More reports

Session approval outcomes List

Count delivered sessions by Status and team member.

Delivery expense mix List

Sum delivery expense Amount by Category, Billable and cohort engagement.

Set up PSA for Training and Education Services your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started