The Global Project Report supplies an overview of all projects on a singular CSV spreadsheet file.
Running the Report
First access this report by going to
Reports > Business > Global Project Report
The drop down list contains three options by which to set the parameters of the report:
- Completed Projects – these are projects that you have marked with the status of “Completed”
- Active Projects – these are projects that you have marked with the status of “Active”
- Archived Projects – these are projects that you have marked with the status of “Archived”
A CSV spreadsheet will then be downloaded to your computer 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