Projectopia Venture Administration – Reporting Add-On
This add-on for the Projectopia Core plugin allows you to generate stories from Projectopia Core information and show on display screen in addition to export in varied codecs (PDF, CSV, Excel, Print, Copy)
The plugin requires Projectopia Core v4.0.0 or larger.
Getting Began
To put in the plugin, first be sure you have Projectopia 4.0.0 or larger. Add the zip file via WordPress and Activate the plugin.
Configuration
It is a zero configuration plugin, which implies as soon as it’s put in it may be used right away. The Reporting part may be discovered within the Projectopia Core admin menu.
Which stories can be found?
- Venture Time
- Venture Earnings
- Venture Earnings / Bills (Requires Bills Add-On)
- Staff Member Time Entries
- Staff Member Bills (Requires Bills Add-On)
- Earnings
- Earnings by Shopper
- Bills (Requires Bills Add-On)
- Earnings / Bills (Requires Bills Add-On)
- Gross sales Tax Complete
- Secondary Gross sales Tax Complete
- Provider Spending (Requires Bills Add-On)
How does it work?
The reporting add-on has been designed to be as simple to make use of as doable. The whole lot may be run from one web page.
Merely choose a report kind, and an merchandise if required (eg. a selected Venture or Staff Member).
Select an elective date vary and hit Generate Report.
Your chosen report might be displayed beneath the Report Technology kind.
You may change the Objects per Web page, and you’ll export the report in varied codecs by clicking on one of many export buttons.
