Overview


Sometimes reports are required for an in-depth look into your projects. With Project reports you can export various lists of pertinent data.


Reports include:

  • A list of purchase orders by number + name in either .csv or .pdf format
  • A detailed list of purchase order items in .csv format
    • Ordered by name, supplier name, date ordered, prices and item quantities, order URL and order status for all POs on your project.
  • A list of quotes for every order in .csv format



How to download project reports


Step 1. Select Projects from the left navigation drawer. 

  • A list of your projects will display.
     

Step 2. Select the 3-dot Menu on the far right of each project:


Step 3. Click Export Report from the drop-down list. 

  • The report will be sent to your email.
     

 

Need help?

There are three ways to reach our Customer Support team: