Global project report
A report to show you an overview of all your projects.
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Go to Home > Reports.
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Select Business, then select Global Project Report.
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From the list, select which projects to include in the report:
- Completed Projects: Projects that you have marked with the status of Completed.
- Active Projects: Projects that you have marked with the status of Active.
- Archived Projects: Projects that you have marked with the status of Archived.
- Select Download Report.
A CSV file is created with the project information. This file will detail:
- Name
- Reference
- Customer
- Status
- Target Income
- Target Expenditure
- Actual Income
- Actual Expenditure
- Income Difference
- Expenditure Difference
- Excluding VAT