Projects & ProfitIncluded

Reports

Export read-only Excel snapshots for project, finance, and workforce review.

Export a report

  1. 1

    Choose the report

    Select the project, finance, workforce, or enabled-module report you need.

  2. 2

    Set the date range

    Apply a period when the report supports activity-based filtering.

  3. 3

    Choose a project when supported

    Use a specific project or All Projects on report types that provide project filtering.

  4. 4

    Export Excel

    Download the read-only snapshot and review it before sharing outside the company.

Available report groups

Project Profit

Portfolio profitability, collections/cashflow, project expenses, project labor, and supported project modules.

Company & Finance

Company Expenses and supported finance modules such as Budget Releases & Liquidation or Salaries & Payroll.

Workforce & Operations

Attendance, team, user, and related workforce records.

How the date range behaves

The selected date range limits activity records for reports that support period filtering.

  • Labor, attendance, expenses, billings, collections, and workforce activity may be filtered by period.
  • Project Portfolio profitability remains lifetime-based; a date range does not redefine the project’s full historical profitability baseline.

Reports for optional modules

Module-specific reports appear only when the related module is enabled and report data is available.

  • Materials & Requisition
  • Quotation Builder
  • Budget Releases & Liquidation
  • Salaries & Payroll and other supported modules

What an export represents

Important notes

  • Reports is currently available to company Admins.
  • Review exported files before sharing externally because they may contain company financial or employee information.
  • Use the source operational pages to correct data; do not treat an export as the source record.
Reports | Prospeno Help