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Tips & Tricks

If a client asks, "Can I get a detailed listing of all work that was performed?", run this report.

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    The Project Activity Report shows:

    - each task #
    - the title of the task
    - the type of work that was performed
    - the amount of work performed
    - the dollar value of each chunk of work performed
    - the total dollar value of the entire task

    We created this report for precisely that question.

    Where is the report located? You have two options:

    1. at the bottom of the project dashboard in the 'reports' section (Projects >> Individual Project >> Project Dashboard >> Project Activity Report)

    2. in the reports section (Reports >> Project Activity Report)

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