The global projects report gives you an overview of all projects on a singular CSV spreadsheet file. Access this report by going to Tools & Reports > General Reports > Global Project Report.
Running the Report
First access this report by going to Tools & Reports > General Reports > Global Project Report. To filter this report based on a projects status, tick the box and use the drop down to select the status - when ready, click the Download button. A CSV spreadsheet will then be downloaded to your computer with the project information. This report will detail:
- Name.
- Reference.
- Customer.
- Status.
- Target Income.
- Target Expenditure.
- Actual Income.
- Actual Expenditure.
- Income Difference.
- Expenditure Difference.
- Excluding VAT.