Reports for the project module are under Project - Reports.
Here you can search for project manager, status, date, type, project name, project number (interval) and pipeline. Alternatively, you can only select search to search all within the date range.
General ledger - based on projects
This is a general ledger report based on projects. You can then search for intervals on project numbers from to, and see all the guides for these projects, or if you want to look at only one project, put the same project number in both the on and off field.
Here you can search from and to date, and on a specific project. Once you have looked up the report, you can further sort by customer number, date registered, project name, employee name, supplier name and price. The report can also be exported.
Customers and suppliers
Here you get an overview of the total amount that has been entered against various customers and suppliers. You can click directly on one of the lines for a project, where you will get more detailed information about customer name / supplier name, account against, document number, comment, date and amount.
This is an advanced gantt form, where you can choose to get an overview of many projects in one and the same gantt form.
Information is coming.
This is a performance report where you can search for results on all projects, or on one specific project.
This report gives a good overview of projects and what has been done in the projects. This applies to everything from the status of the projects, type of project, who is the project manager, which customer the project is possibly linked to, start and end time of the project, and more. More detailed information about the project list report can be found here .
In the project task report you get an overview of tasks that lie on the various projects, time of the tasks, priority, status, and so on. Remember that you must select one or more projects to generate the report.
status Here you can take a report on project status, where it can be selected by project manager, category, status, and pipeline. Also, remember to add project number from time to time, if you do not want to get a report on all projects.
Results per project
This report provides a list of results on projects, where you can select by project manager, status, pipeline, type and time.
Balance list project
This report provides a balance list with an overview of sales, costs and contribution contributions for various projects. Here you can select on time periods, individual projects, project manager and status of the project.