← All guides

Reports: reading your team's health

Mermix turns your plan and your logged work into reports that answer the questions planners and managers actually ask — Are we on track? Who's overloaded? Are we making money? Is our data clean? Open Reports from the top navigation (Admins, Planners and Board members).

The dashboard is organised into four tabs. Every report has a period selector where it makes sense, and most export to Excel with one click. Reports open on This month; in the first days of a month, before a working day of it has passed, they open on Last month, so there is something to show.

Portfolio Health

Are we on track and profitable?

  • Executive Report — a one-page weekly briefing: a written summary, schedule health, per-project financials, what changed this week, and the four-week outlook. Export it to PDF for your stakeholders.
  • Project Profitability — budget vs. actual per project: money spent so far, cost to complete, and projected profit against the value you sold. (Needs per-project budgets set in Portfolios.)
  • Schedule Adherence — how well the plan is holding: adherence %, what's overdue, not started, late, on track, or completed, with a per-project breakdown.

How a status is decided

Every portfolio and project has one status — On track, At risk or Off track — and it is the same on the Portfolios page, in the Executive Report (and its PDF) and in Project Profitability.

It is the worse of what Mermix measures:

  • Schedule — overdue work, tasks that should have started, time logged against the estimate, and tasks with no estimate.
  • Money — the projected profit against what was sold, and spending against plan. A project with no sold value or spending to compare has no money measure.
  • Delivery, for a whole portfolio — how much work is on time, effort against estimates, estimate coverage, and people over capacity.

A report shows its own measure beside the status, for example Overall: Off track · Schedule: At risk, so you can see what decided it.

Capacity & Resources

Who has room, and who's drowning?

  • Capacity Heatmap — a forward-looking grid of each person's booked utilisation, week by week. Click a cell to see how that week's hours divide between projects and the tasks behind them; work in portfolios you don't plan shows as one figure. Green means room, red means overbooked.
  • Utilisation Trend — capacity vs. planned vs. actual hours over time, so you can see whether the team is consistently over- or under-committed.

Actuals & Worklogs

Where did the time actually go?

These reports read the worklogs synced from Jira and can show cost, revenue, and margin when you've set resource rates.

  • Hours by Project — planned vs. logged hours per project, with variance and money columns.
  • Hours by Resource — logged hours vs. capacity per person, plus a project/epic breakdown.
  • Detailed Resource Worklogs — every individual worklog entry, with a pivot by resource, project, or issue.

Admins and Planners click Sync Worklogs (in the Reports header) to pull the latest logged time from Jira before reading these. Board members ask the AI copilot to "sync logged time".

Data Quality

Is anything going to bite us later?

  • Jira Sync Status — when each project last synced, and any changes still waiting to push to Jira.
  • Scheduled Without Effort — planned tasks with no estimate (they can't be sized accurately).
  • Unscheduled Backlog — backlog work still waiting for a slot.
  • Outside-Team Contributors — people logging time to your projects who aren't on your team, so nothing slips through unnoticed.

Who's doing what (Team Calendar → Export)

For the quick answer to "what is the team doing?", click Export above the Team Calendar. It opens on Who's doing what: one row per person with their planned hours against the hours they can work, week by week (working pattern, public holidays and approved leave taken into account), what they're working on now, what starts next, and when they're off. A line on top sums it up: how much of the team's time is planned, who is over capacity, who is off.

  • Choose the period: this week and next (the default), this week, the next two weeks, this month, or your own dates (up to six weeks).
  • PDF gives a one-page A4 sheet to print or forward; Excel adds a second sheet with every task in the period and its hours there.
  • It covers the portfolio selected on the calendar. Work your people have in a portfolio you don't plan counts in their hours and shows as one figure, without its name.
  • The same Export button makes a picture of the calendar: pick it under What, then PDF (the default: sharp at any zoom, prints, a long plan runs over several pages), SVG (for slides and editing) or PNG (an image to paste into chat).

What each role sees

  • Admins and Planners get the full Reports dashboard.
  • Board members get the same reports, read-only, and start on the Portfolios page, which shows each portfolio's health and what needs attention.

Tips

  • Set people's rates (Portfolios → All people → Edit, Admins) to unlock the cost/revenue/margin columns in the Actuals reports.
  • Sync logged time regularly so the Actuals and Capacity numbers reflect reality.
  • Prefer a quick answer? Ask the AI copilot — "show me utilisation for next month" — and it builds the chart on the spot.