Project Reports Overview
Use the project reports to review and analyze data related to your company's projects. The reports offer extensive options for filtering the data and for controlling the level of detail.
Related Topics
- CRM
Project Summary
The CRM Project Summary report displays data for all project-related fields in the Info Center. The report can include user-defined fields. The data is grouped into default sections, and you can also create user-defined sections. - Project Audit
The Project Audit report shows the user IDs and dates for each update, delete, and insert action performed on records in the Project Info Center. If a project record is deleted, the name of the project is blank wherever that project is listed on the report. - Project Audit Detail
The Project Audit Detail report shows original and new column values for each update, delete, and insert action performed on records in the Project Info Center. If a project record is deleted, the name of the project is blank wherever that project is listed on the report. - Project List
The Project List provides a listing of your projects from the Project Info Center. - Project Template Audit
The Project Template Audit report displays Vision user IDs and dates for each update, delete, and insert action performed on project template records. - Project Template Audit Detail
The Project Template Audit Detail report displays original and new column values for each update, delete, and insert action performed on project template records.
Parent Topic: Report Descriptions Overview