PSA: Custom report builder & reporting enhancements

Keka PSA introduces the Custom Report Builder, a powerful feature that lets users create personalized reports using timesheet data—with support for more data types like finances, billing, and resources on the way. Alongside this, we’ve enhanced several existing reports and added new ones to improve visibility and analytics across your projects.

Custom Report Builder (ROCK feature)

With the Custom Report Builder, users can now generate tailored reports based on organizational reporting needs. This feature helps admins create precise, actionable insights without relying on static reports.

How it works – 4 easy steps:

1. Select Report Type

2. Choose Data View

3. Apply Filters & Grouping

4. Save & Generate Report

Where to find it:
Go to Analytics >> Reports >> Create Custom Report

Enhancements to existing reports (PEBBLE updates)

The following updates apply to All Plans unless specified:

• Employee Tasks Summary Report – Added Cost Incurred by Resources

• Task-Wise Resource Work Hour Summary – Added Cost Incurred by Resources

• Task Info Report – Added Cost Incurred at Task Level

• Project Details Report – Added Hours Budget, Cost Budget, Revenue Budget

• Timesheet Hours with Shift, Leave & Holidays Summary Report (2nd Plan) –
  Added Total Allocated Hours and Total Capacity

• Null Time Entries Handling – Reports now include null time entries with a new filter to show/hide them

New reports introduced

Aging of Unpaid Invoices

Category: Billing & Invoicing
Breaks down unpaid invoices by overdue period (0–30, 31–60, 61–90, 90+ days) to track credit risk and payment delays.

Timesheet Hours by Employee

Category: Project Work Hours
Displays logged hours per employee by week, month, or quarter to support workload analysis.

Timesheet Hours by Projects

Category: Project Work Hours
Shows logged hours by project over defined timeframes—offering a clear view of progress and resource usage.

Related documentation

For detailed guidance on Custom Report in Keka PSA, click on:

Please let us know if you find this article helpful.