View & Download Project Report

Monitor project timelines, member activity, and completion status — with exportable summaries for internal reviews, client updates, and compliance audits.

🔐 Access Control

• Only Admin users or staff with report permissions can access project reports
• From the Dashboard, use the side menu to navigate: Projects → Project Report

🧭 Step-by-Step: View Project Report

1️⃣ Apply Filters

Use the filter panel to define your report scope:

• User: Filter by project owner or team member
• Status: Choose Ongoing, Finished, OnHold, or All
• Start Date / End Date: Select a date range to narrow results

Click the Search icon to generate the report.

2️⃣ Review Report Table

The report will display:

• Project Name
• Start Date / End Date
• Project Members (shown as icons or avatars)
• Progress: Percentage and visual bar
• Status: Colour-coded (Ongoing, Finished, OnHold)
• Action: Click View to open full project details

Use this table to compare project timelines, team size, and completion rates.

📥 Download the Report

• Locate the Export icon (typically a download or file symbol) at the top right of the report panel
• Click to export the report in your preferred format (e.g. PDF)
• The exported file will include:
  • Filter criteria and reporting duration
  • Project-level breakdown of progress, members, and status
  • Useful for internal reviews, client updates, or audit documentation

✅ Best Practices

• Review project reports weekly to monitor delivery timelines
• Filter by user to assess workload distribution
• Export reports before client meetings or board reviews
• Archive reports quarterly for compliance and traceability
• Use consistent project naming for searchability and reporting clarity