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Project Reporting

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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 #

  1. Go to the main menu.
  2. Click Projects.
  3. Select a project you want to view.
  4. 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:

  1. Use the date filters (top right of the Reports tab).
  2. Select user, task, or milestone filters.
  3. 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.
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