Project Summary Report

Created by Luke Jenkins, Modified on Thu, 5 Oct, 2023 at 4:50 PM by Luke Jenkins

The Project Summary Report provides an overview of the status of a project including the budget used at a particular point in time.


Filters are included and provide the following options:

  • Customer
  • Project


Please note the Customer filter will only filter the Project options available and the Project filter only allows one project to be selected.


In addition to the options above, you may select a date for the report you wish to filter by. After you have select all your required options, click the Filter button to the right-hand side of the date field. Your filtered report will show in the below. 


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