The projects report has the following options:
Select dates here to see projects started between those dates.
Completed Date From/To
Select dates here to see only projects completed between those dates.
Select a user to only see their projects.
Select a project type to only see those projects assigned to that type.
Select a local authority to only see those projects assigned to that authority.
Enter a search term to show all projects containing that term.
Select a status to only see projects in that status.
Select to show only current, archived or both projects.
To export the report, click the export button at the top right above the table
The submissions report allows you to report on your projects with various filters on the local authority fields: After running the report, click on the download icon to export the report in CSV, Excel or PDF formats.
When reporting on invoices, you have the following options: From/To date Select dates here to see invoices created betqeen those dates. Report You can select the following reports: Outstanding invoices Paid invoices Draft invoices All invoices Sage ...
Time recording report
Use this report to see times recorded against project stages, compared to the quoted hours for those stages. You can choose from the following options: Report Report on time by project stage or total time by project. Project Select a project to only ...
This page lists all of your archived projects. To un-archive a project, click on the project number to view it, then uncheck the "Archived" check box and click the "Update Project" button.
This page lists all of your active projects. Click on the project number to view/edit a project. Project Details The project details page is split into various tabs : Project Details Tab This tab lists all the project details. If you enter a ...