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Projects & Contracts Report

Find your Profit & Loss for your Projects and Contracts

Updated this week

The Projects & Contracts Report generates information based on your existing Projects & Contracts.

You can find the Projects & Contracts Report by going to the Reports tab on the left hand side and selecting the report.

By clicking on the Search bar at the top, you can add or change filters to find the desired data about your Projects and Contracts. This could be filtering your data by date range, activity or record. It is also possible to save a filtered view for quick access to the data you would like to see and export.

The report displays key data such as:

  • Start and End Dates for the Project

  • Delivered hours for each project or contract

  • Assigned staff members and their contribution

  • A Profit or Loss calculation based on project costs and billing

It is possible to export the data in the report by clicking on the Export button in the top right. This will download a .csv excel file to your device

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