Projects Report

Open Reports > Projects. The Report selector provides Projects and Uncompleted Stages; each answers a different question.

Run the Projects report

Choose Projects, set the filters you need and click Run Report. You can filter by:

• From and To for the project's start date.
• Completed Date From/To for its completion date.
• Owner, Project Type and Local Authority.
• Search Term and Status.
• Active/Archived, choosing Active, Archived or All.

Use both ends of a date range when restricting results by dates. These filters select project records, not time-log dates or invoice dates. For example, a project started before the range can contain work carried out during it and still be excluded from a start-date report.

The report's Completed filter refers to the project state labelled Completed or closed on the project details page. Archiving is a separate filter, so check Active/Archived if a completed project is missing.

Find unfinished stages

Choose Uncompleted Stages, select the owner and Project Status, then click Run Report. The project-status choices are Started, Not started and Completed. Started includes ongoing and on-hold projects.

This report selects stages that are not completed and have no invoice, on unarchived projects in the selected project state. Choose Completed to investigate a project marked complete while some stage work is unfinished. Non-fee-earning stages can appear because their work still needs tracking.

Open the project from the results to correct the stage itself. Use the export control above the result table when you need a copy of the report.

For completed stages waiting to be billed, use Projects Due For Invoicing instead.