Projects report

Projects report

The Projects report generates a list of all projects as a PDF document.

Reports > Finance > Chart of Accounts: Projects

How do I generate the report?

  1. Click Preview to generate the PDF.
    • Related Articles

    • My Projects

      The My Projects module allows project managers to get a quick overview of all their projects, including balances and payment status per learner where learners are linked. Users will only see projects assigned to their user profile. My Home > My ...
    • My Projects

      The My Projects screen allows each project manager to view an overview of their projects, including the project balance and which learners have paid, provided learners have been linked to the project. My Home > My Information: My Projects How do I ...
    • How to set up and manage Projects

      The Projects function allows schools to ring-fence income and expenses for a specific activity. When a project is closed, the net profit or loss is automatically transferred to the profit and loss account. Finance > Projects How do I create a ...
    • My Projects

      The My Projects module allows project managers to get a quick overview of all their projects, including balances and payment status per learner. Users will only see projects that have been assigned to their user profile. My Home > My Projects How to ...
    • How to generate an Income Statement

      The Income Statement report displays all school income and expenditure for a selected period. It is generated as a PDF document. Reports > Finances > Transactions > Income Statement How do I generate an income statement? Select the reporting ...