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…
Read more The Income by Product report allows you to see all transactions associated to a specific product, and you can also filter it to show what is associated to a specific project. Access this report by going to Projects > Selecting the Project > Income by Product report. Running the Report Using the…
Read more The Income by Sales Code report allows you to see all transactions associated to a specific sales code, and associated to a specific project. Access this report by going to Projects > Selecting the Project > Income by Sales Code report. Running the Report Using the options on this page, select;…
Read more The project monthly profit and loss report is a financial statement that summarizes the revenues, costs and expenses incurred over a calendar month, filtered by project. Running the Report To run the Project Monthly Profit & Loss (P&L), go to Projects > Select the Project > Monthly Profit & Loss report on the…
Read more The Nominal Ledger report generates a complete list of all transactions against a Nominal Code over a set date range; this report can be filtered by Project to list only the transactions attached to that. Running the Report Access this report by going to Projects > Click on the Project…
Read more A Profit & Loss Report lists your turnover less your Cost of Sales to give you your Gross Profit. Expenses are then subtracted from your Gross Profit to give you your net profit. Running the Report Access your Profit & Loss report by going to Projects > Click on the Project…
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