Project Reports
Project reports roll the operation up to the project level — bringing together a project's units, stock allocation, and sales into a single set of metrics. They share the common filter bar and export behaviour.
Access: Project Managers see metrics for the subprojects assigned to them; Admin and management roles see all projects.
What project reporting covers
Project-level metrics typically include:
- Inventory mix — units per project/subproject broken down by status (Available, Blocked, Booked, Registered, …).
- Stock allocation — how much stock area each project has been allocated and how much is utilised.
- Sales performance — bookings, booking value, and conversion for the project's units.
- Progress signals — for example booked-but-not-registered counts that flag registration backlogs.
These metrics pull together data that also drives the Dashboard when you filter it to a single project.
Using project reports
- Choose a project (and optionally a subproject) in the filters, plus a date range.
- Read the KPIs for the project's headline position, then the grid for the detail behind them.
- Drill down into the project, its subprojects, or individual units.
- Export to CSV/Excel/PDF — exports are audit-logged.
How this connects elsewhere
- The underlying records live in the Projects and Subprojects modules.
- For stock-usage detail per project, use the Ownership reports (Stock Usage by Project).
- For unit-level status detail, use the Inventory reports (Units by Status).
See also: Projects guide, Reports Overview.