Project Reports

You can generate reports on projects by navigating to Reporting > Overview > Report by Item Type > Projects.

You can also view reports on individual resources by selecting the appropriate tabs on their details page. For example, to view the spend report for a project, navigate to Projects > All Projects, click on the project, select Financials, and click the Spend Reports button.

Financial Summary

The financial summary provides an in-depth look at spend for the selected projects. The row-level data is exported as a zipped collection of spreadsheet files that are easy to import into other tracking systems as needed. The report can include data on the monthly spend, payments, spend by service, and budget information for the report resource.