General project reports can be accessed from the Reports tab within a project.

Go to ServiceTrack > Projects > Open Projects > Select a Project > Reports Tab

Cost to CompleteCompares 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.
RetentionsList of project invoice details and retentions.




You can also 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'.

  1. From the main menu, click Reports.
  2. In the Tasks category, click the Completed Tasks report. The report opens.
  3. Filter the report by clicking Customise (top right) > Filters.
  4. From the list of filters, click Projects and select your project name. Click the X to close the window.

  5. 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.


  6. To save your filtered report, click Customise > Save.
  7. Enter a Report Name and (optional) Report Description.
  8. In the Tasks dropdown, select Projects.
  9. Click Category > Custom Reports. This will save the report as a custom report in your 'Projects' report category.
  10. Optional: Make the report available to clients or set access restrictions. See Report Restrictions for more information.

  11. Click Save As > OK. 






Export a Project Report


Project reports can be exported as HTML, PDF or CSV.

Once you've created your report, select an export option from the bottom right of the report screen.






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