Project report

Question asked by Philip Kitchen 9 years ago

i have created (on a test version) two projects. However when Clearbooks tabs say 'Report' it shows the figures on screen but does not indicate availability in pdf/csv. Clearly CSV version is for me the most desirable in producing management information.

Is there any way to achieve these aims that anyone is aware of. A purely screen based version is unhelpful. Perhaps I haver missed something and if so I would be grateful for help to identify it.

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2 Replies

Hi Philip,

That's great that you have found the solution, glad it is all sorted.

The pdf is readily available via the generate report function and for anyone wishing to see the figures in CSV these can be reached by going to Reports > Other > Transactions and searching by project.

Thanks

Chris

Best answer
9 years ago

Please ignore the above - I have now found the solution to my query.444

9 years ago

Hi Philip,

That's great that you have found the solution, glad it is all sorted.

The pdf is readily available via the generate report function and for anyone wishing to see the figures in CSV these can be reached by going to Reports > Other > Transactions and searching by project.

Thanks

Chris

Best answer
9 years ago

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