he Project Reporting feature in Intellent CRM allows you to track the progress, financials, time allocation, and performance of each project in a visual, data-rich format. It enables you and your team to make informed decisions, manage resources more effectively, and demonstrate progress to clients.
📍 Where to Find Project Reports #
- Go to the main menu.
- Click Projects.
- Select a project you want to view.
- Click the Reports tab inside the project dashboard.
📈 Types of Reports Available #
Within each project, you’ll find the following reports:
1. Time Tracking Report #
- View all tasks logged with time.
- Breakdown by:
- Team member
- Task
- Billable vs Non-billable hours
- Useful for invoicing and payroll.
2. Task Progress Report #
- Displays completed vs. pending tasks.
- Gantt-style progress bars for visual overview.
- Helps identify bottlenecks in execution.
3. Financial Report #
- Overview of:
- Project budget
- Invoiced amount
- Expenses
- Profit margin
- Compare estimated vs actual figures.
4. Milestone Report #
- Lists each milestone and its status (Not started / In Progress / Completed).
- Tracks deadline adherence.
- Ideal for client updates.
5. Team Activity Report #
- Logs each team member’s contribution:
- Tasks completed
- Comments
- Files uploaded
- Time tracked
- Enhances accountability.
🛠 How to Generate Reports #
You don’t need to “generate” reports manually — Intellent CRM creates them automatically based on the project’s activity.
However, to customize your view:
- Use the date filters (top right of the Reports tab).
- Select user, task, or milestone filters.
- Choose between table or chart view (if available).
📤 Exporting Reports #
You can export certain project reports for sharing:
- Click the Export or Print button at the top of the report section.
- Formats supported: PDF, CSV, or Excel (depending on configuration).
Use case: Send progress snapshots to clients or archive project history internally.
🎯 Benefits of Project Reporting #
- 📁 Transparency: Clients and stakeholders know where the project stands.
- 📉 Early Warning: Spot overdue tasks or budget overruns.
- ⏱ Efficiency: Identify time sinks and optimize team workload.
- 📈 Performance Tracking: Measure project profitability and team contribution.
💡 Tips for Using Project Reports Effectively #
- Always assign tasks with deadlines to improve reporting accuracy.
- Encourage your team to log time regularly.
- Set clear milestones so progress tracking is more meaningful.
- Use tags on tasks or expenses to filter reports more efficiently.
