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: There are two places to export reports:


  • Select the 3-dot Menu on the far right of each project on the main Projects screen:



  • Click the "Export Report" button from within the project itself:




Notes:

  • Please only click the button once. Reports can take some time to compile depending on the size of the project, multiple requests will slow the system down and result in multiple exports of the same data.
  • The report will be sent to you via email.
     

 

Need help?

Reach out to our Customer Support team: