Collapse AllExpand All

2.1. Project Activity Report

Project managers will find the project activity report to be a convenient and useful tool for monitoring project information. You can access the activity report either by using the ACTIVITY button on the main Project screen, or by following this path: CRM > Reports > Order Activity by Project.

Project Activity report

The project activity report illustrates current project activities associated with sales orders, purchase orders, work orders, and invoices resulting from services billed out via time & expense time sheets. And while you are on the CRM Reports menu, be sure to check out the other useful reporting available for the CRM module.