Learn how to explore your Projects Reports in Coincraft.
Video Walkthrough
Written Guide
Getting Started
Access the Projects List by clicking on the Projects tab > Projects List.
The Projects List serves as a comprehensive project report, detailing various aspects of each project in columns.
Understanding Column Information
The columns contain specific information about your projects:
Name – denotes the name of the Project
Revenue – displays only the invoice data of the project, not the projected values
Expenses (cost) – shows costs associated solely with the rate of your staff
Profit (cost + project expenses) – calculated using the cost of your staff and the project expenses
Profit margin (cost + project expenses) – indicates the profit margin calculated by (cost + project expenses)
Actual /Budgeted Hours – illustrates your budget use
Actual (cost) / Budgeted Expenses
Revenue / Fee - represents your revenue in comparison to the fee
Adding More Columns
To view more specific information, you can add more columns by clicking on Edit > Select columns to display...
In the Select Columns window, click on the checkbox of the columns you wish to display, then click on the Apply & Close button.
Note: Your selected columns will be displayed as a list on the right side of the window. You can adjust the order of the columns by clicking on the column name and using the arrows to move it up or down.
Navigating Project Reports: Editing and Hiding Filters
Click on the dropdown beside the New Report field. Clicking Edit will expand filter options, while clicking Hide will minimize them.
Filtering Report via Date Range
You can filter the report according to a specific date range. Click on the Use data from: dropdown and select the time range of interest. The corresponding date range will appear beside the dropdown.
Advanced Filtering
For more specific reports, use Advanced Filtering. By default, the Archived status is filtered out.
You can add more filter conditions by clicking on +Add Filter, selecting a column to use as a filter, and setting the conditions. The table will automatically refresh.
Ticking the box for Apply to Phases will only apply the certain filter to Phases and will not affect or include those amount that aren't assigned under a phase.
Ticking on the Show checkbox will show the column with values in the table.
If you want to delete a particular condition for the filter, click on the X button on the right side of that particular row.
Saving and Duplicating Filters
To save a report for future use, click on the Save dropdown > Save. This will save your last settings and set your current view as the default.
To duplicate a report, click on Save dropdown > Save as > Enter Report Name > Duplicate Report.
This new report will now be available in your Report dropdown menu.
Exporting and Printing Reports
Export or print a report by clicking on the Export or Print button.
Note: Exported files will be in Excel format.