image_pdfimage_print

In Project Reports view, user is able to generate general and analysis reports of projects. The user can generate and print the list of the project reports based on there selected Criteria. The following are the available reports:-

Report Description
Explanations
General Reports
Project List Report Generate the Project List Report for the selected Customer, Activity, Brand and Date range
Project Detail Report Generate the Project Detail Report for the selected Customer, Activity, Brand and Date Range
Project Ageing Summary Report Generate the Project Ageing Summary Report for the selected Customer, Activity, Brand as on the selected As on Date
Project Recognized/Unrecognized Invoice List Report Generate the Project Recognized/Unrecognized Invoice List Report for the selected Customer, Activity, Brand and the Date Range.
Project Proforma Invoice List Report Generate the Project Proforma Invoice List Report for the selected Customer, Activity, Brand and Date Range
Project Purchase Voucher List Report Generate the Project Purchase Voucher List Report for the selected Customer, Activity, Brand and Date Range
Project Margin Summary Report Generate the Project Margin Summary Report for the selected Customer, Activity, Brand and Date Range

 

Below actions are available under “Project Reports”:

Samooha icon2  View and search reports for Project module

Project Reports

 

View and Search Reports for Project Module

1. Enter search parameter to filter the result, i.e. type in the report name in the search textfield box at the top of the screen

Project Reports - search

2. Select a report from the list of reports available

3. Select the parameters to filter the report, i.e. by specific “Brand”, time period

4. Click “Generate Report” button at the bottom right of the screen to generate the report; it will open a new tab with the selected report

Project Reports - generate

5. On the selected report tab, some records are clickable – in this case the mouse pointer will change to a hand pointer hand_pointer– it is possible to click on these hyperlink records to open another report for that particular record or show transaction details of the record (see pictures below for an example of project reports’ hyperlinks)

Project Reports - sample

6. At the bottom of the report tab, the following options are available:

Inventory Reports - buttons