A range of general project reports can be accessed from the Reports tab within a project: | Project Standard Reports | | Cost to Complete | Compares estimated, actual and invoiced costs, % complete, remaining estimate and project value. | Costing Detailed | Compares estimated cost and hours against actuals for each stage. | Work in Progress | Compares estimated cost and hours against actuals for each task. | | Retentions | List of project invoice details and retentions. | You can create custom reports for your project-related tasks from within AroFlo's main Reports menu.
Let's say you want to see only those tasks within your project that have a status of 'Completed'. - From the main menu, click Reports.
- In the Tasks category, click the Completed Tasks report. The report opens.
- Filter the report by clicking Customise (top right) > Filters.
- From the list of filters, click Projects and select your project name. Click the X to close the window.
Click Refresh Report to view the filtered report. You can apply multiple filters to the report, to display only those tasks you're interested in. |
- To save your filtered report, click Customise > Save.
- Enter a Report Name and (optional) Report Description.
- In the Tasks dropdown, select Projects.
- Click Category > Custom Reports. This will save the report as a custom report in your 'Projects' report category.
- Optional: Make the report available to clients or set access restrictions. See Report Restrictions for more information.
Click Save As > OK.
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