Reports

Under Your portfolio in the menu. Open the page

Expenditure, contractors, progress and weekly trends — for one project or the whole portfolio.

Methodology: Reports read from the same records you keep day to day — jobs, invoices, payments, progress — so they are only as good as the filing. They summarise; nothing is entered here.

Steps:

  1. Pick the scope — All projects (portfolio) or a single project.
  2. Move through Expenditure, Contractors, Progress and Trends.
  3. Press Save on any report to keep a point-in-time copy under Saved.
  4. Press Excel or PDF when a lender or partner needs a copy.