Project Reports

You can customize reports and filter them based on the projects associated with different transactions. The overall profitability of a project can be viewed from the Profit and Loss report and the transaction based project details can be viewed from the transaction specific reports.

Project Summary

The Project Summary report in Zoho ERP displays a summarized list of all projects created by your customers.

To view the Project Summary report:

• Go to the Reports module on the left sidebar.
• Click Project Summary under Projects and Timesheet.

How is this report helpful for your business?

The Project Summary report in Zoho ERP allows you to view a summary of all your projects directly from one place, along with other insights, such as, Logged Hours, Logged Amount, and other important insights.

Project Details

The Project Details report displays a detailed list of all projects created for your customers, along with key information related to time tracking, billing, and status. This report helps you view project-level data in a structured and organized manner.

How is this report helpful for your business?

The Project Details report allows you to view complete information about individual projects for a selected period. This helps you track project progress, review time logged and billing details, and gain better visibility into how each project is being managed.

Project Cost Summary Report

This report gives you a summary of all the expenses incurred for projects. Often, when you take a project for a customer, you will spend on certain resources for the completion of the project. The purchases of the resources can be tracked in the form of bills, expenses, self-billed invoices, manual journals etc. These costs spent on each project can be viewed in the form of a report in Zoho ERP.

To view the Project Cost Summary report:

• Go to the Reports module on the left sidebar.
• Click Projects Cost Summary under Projects and Timesheet.

The report will show the project name, description, customer name and the total cost from transactions, the cost amount from tiemsheet, and the budget amount. You can pick the date range from the calendar dropdown and view the report accordingly.

To customize the report, click the Customize Report option at the top bar.

Under the General section, the report can be filtered based on Project Name, Project Status, Project Billing Method and Customer Name.

You can choose to include the columns that you want to have in the report. To include columns, click Show/Hide Columns to add or remove the columns from the Selected Column box.

• Click Run Report to generate the report.

Once you run the report, the Cost From Transactions will be shown. Clicking the cost of a project, you can view the drilled-down report with the list of transactions created for the project.

You can customize this report by clicking Customize Report. You can filter it based on Transaction Type, Vendor Name and Account Name. Transaction Type includes five filters (Bills, Vendor Credits, Expenses, Journals and Self Billed Invoices). Also, you can customize the columns by clicking Show/Hide Columns.

Also, you can export the report to Zoho Sheet and in PDF, CSV, XLS, and XLSX formats.

Projects Revenue Summary Report

Based on the project you’ve worked on for the client, invoices are raised along with the progress of the project. The total revenue raised on each project can be viewed in the form of a report in Zoho ERP. Here’s how:

• Go to the Reports module on the left sidebar.
• Click Projects Revenue Summary under Projects and Timesheet.

The report contains the following fields such as Project Name, Description, Customer Name, Actual Revenue, and Budget Amount. You can pick different date ranges from the calendar dropdown.

To customize the report:

• Click Customize Report at the top.
• Under the General section, the report can be filtered based on Project Name, Project Status, Project Billing Method and Customer Name.
• You can also decide the columns that you wish to have in the report. To do so, click on Show/Hide Columns to add or remove the columns from Selected Column.

Once you run the report, the Actual Revenue will be shown. By clicking on a revenue amount of a project, you can view the drilled-down report with the list of sales transactions created for the project.

Also, you can export the report to Zoho Sheet and in PDF, CSV, XLS, and XLSX formats.

Project Performance Summary

The Project Performance Summary report provides an overview of how projects are performing based on time, revenue, and billing metrics. It helps you evaluate whether projects are progressing as planned and meeting business expectations.

To view the Project Performance Summary report:

• Go to the Reports module on the left sidebar.
• Click Project Performance Summary under Projects and Timesheet.

How is this report helpful for your business?

The Project Performance Summary report allows you to assess the overall health of your projects by analyzing key performance indicators in one place. This helps you identify projects that are performing well, projects that may be at risk, and areas where adjustments are required to improve efficiency or outcomes.

Profit and Loss Report

Project profitability can be customized and read from the Profit and Loss report. You can tailor the report and view them based on specific projects. To do this:

• Go to the Reports Module in the left sidebar.
• In the Business Overview section, select Profit and Loss.
• Click Customize Report in the top left corner of the page.
• Select Projects from the Advance filter dropdown and select the name of the project from the adjacent dropdown.
• Click Run Report.  

Other Reports

You can view the reports of transactions created for a project. These reports include:

1. Purchase Order Details Report
2. Invoice Details Reports
3. Quote Details Report
4. Sales Order Details Report
5. Bills Details Report
6. Expense Details Report
7. Debit Note Details Report

For instance, to view the projects associated with bills:

• Go to the Reports module on the left sidebar.
• In the Payables section, select Bills Details.
• Click Customize Report in the top left side of the page.
• Select Projects from the Advanced Filter dropdown, and select the name of the project from the adjacent dropdown.
• Click Run Report.

Report Functions

The Projects and Timesheet reports in Zoho Billing support the following report functions: