How to Create a Client Report

Prerequisites:

Before creating a client report, please make sure the client, and the project of that client have been created.

To create a new client, please go to How to Create a New Client

To create a new project please go to How to Create a New Project

Step 1: Click on “Reports” tab on the top menu:

Step 2: Click “Client Report” option under “Reports” area

Step 3: Under “Client Report” area: select the client name from the client dropdown box, select the project name from the project dropdown box, select “Include Milestone”, “Include Ticket”, “Include Tasks” and “Include Issue” checkbox accordingly. Click “Create PDF” button to generate the report to PDF format, or click “Create Excel” button to generate the report to Excel format.

Notes:

• Client is the mandatory field.
• The list of project in the dropdown box will be auto populated depend on the client.
• The report will be downloaded to your pc under “download” folder