Business Report Components

Create reports for a single client



Business reports are used for single client purposes. Look through the list below, and find the components that match the needs of the report. You can create as many of these reports as you'd like.

forecast_insights-business

 

Budget List

List of financial data for the selected client. Choose between milestones or roles in the dropdown.

forecast_insights-business-budgetlist

 

Notes

Notes field to use for commenting and providing information.

forecast_insights-notes

 

Projects List

Configurable list of project data for individual clients, e.g. project name, progress, time reported, and end date.​

forecast_insights-business-projectlist

 

Reported Time

List of registered time for individual clients, e.g. project, time reported, and spend.​

forecast_insights-business-reportedtime