The Reporting page in Govern shows the impact of your loops over any time period, compared with the period before it. Reporting is built from every run Caddi completes. The only estimated figure is Estimated value.
To open it, select Govern → Reporting in the left sidebar.
Who can see this page: Organization owners and admins. Only owners and admins can change “Minutes each” values and the cost per hour.
Choosing what to report on
Use the controls at the top of the page:
Period: Daily, Weekly, Monthly, or Quarterly
Range: For example, the last 30 days, last 12 weeks, last 6 months, or last 4 quarters
Team: The whole organization or a single team
Headline metrics
Metric | What it shows |
Hours returned | Time saved per run × number of runs, with a full-time-equivalent (FTE) figure based on 140 working hours a month |
Runs | Every run started in the period |
Success rate | Successful live runs ÷ live runs that finished |
Estimated value | Hours returned × your organization’s cost per hour |
Credits used | Credits billed in the period |
Hover over the ⓘ icon next to any metric to see exactly how it’s calculated.
[SCREENSHOT: The five headline metric cards]
Setting “Minutes each” for a loop
Caddi estimates how many minutes each loop saves per run. If you know a process takes more or less time, you can set your own value so that Hours returned and Estimated value are more accurate.
Scroll to the Breakdown table.
Find the loop and click its value in the Minutes each column. If you’re viewing By team, expand the team first; team rows show an average and can’t be edited directly.
Enter the minutes saved per run.
Click Save.
What to know:
Changes apply right away. You’ll see the updated hours, team totals, and estimated value immediately.
Your value applies to all of the loop’s runs, including past ones, so earlier periods are recalculated too.
Overridden loops are marked with a small green dot. Hover over the value to see Caddi’s original estimate and who last changed it.
To go back to Caddi’s estimate, open the editor and click Reset to estimate.
Trends
The chart shows Hours returned or Runs for each period in your selected range, stacked by team. Use the Hours / Runs toggle above the chart to switch between them, and hover over a bar to see the breakdown for that period.
Trends also appear throughout the page:
Each headline metric shows a vs prior comparison with the same length of time just before your selected range.
Each team row in the Breakdown shows its change in hours compared with the prior period.
The Trend column shows a small sparkline for every team and loop.
Setting your cost per hour (Estimated value)
Estimated value is calculated as hours returned × your organization’s loaded cost per hour. Set this to your organization’s average fully loaded cost so the value reflects your business.
On the Estimated value card, click the rate shown underneath the number (for example, “at $85 / hr loaded cost”).
Enter your organization’s average cost per hour in USD.
Click Save for organization.
The new rate applies across your whole organization and updates Estimated value right away.
Credit usage reports
Reporting shows how many credits your loops use and what you get back for them.
Credits used shows the total credits billed in the selected period. It matches your invoice.
Per hour returned shows credits ÷ hours returned, so you can see how efficiently credits turn into time saved.
A vs prior comparison shows whether usage is going up or down.
The Credits column in the Breakdown table shows usage for each team and loop. Switch between By team and By loop to see which ones use the most.
Exporting reports
Set the period, range, and team you want to report on.
Click Export in the top right of the page.
Choose a format:
Download CSV: the raw figures, for spreadsheets or your own analysis
Download PDF: a shareable report with the same totals, chart, team figures, and loop figures you see on the page
The download starts without leaving the page. Exports always match the filters you have applied.
