Global project report

A report to show you an overview of all your projects.

  1. Go to HomeReports.

  2. Select Business, then select Global Project Report.

  3. 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.
  4. 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