Projectopia Reporting Add-On

This is an add-on for our Projectopia Core Plugin. You can purchase this Add-On here.

This add-on for the Projectopia core plugin enables you to generate reports from Projectopia Core data and display on screen as well as export in various formats (PDF, CSV, Excel, Print, Copy)

The plugin requires Projectopia Core v4.0.0 or higher.

Getting Started

To install the plugin, first make sure you have Projectopia Core v4.0.0 or higher. Upload the zip file through WordPress and Activate the plugin.

Configuration

This is a zero configuration plugin, which means once it is installed it can be used straight away. The Reporting section can be found in the Projectopia Core admin menu.

Which reports are available?

Project Time
Project Income
Project Income / Expenses (Requires Expenses Add-On)
Team Member Time Entries
Team Member Expenses (Requires Expenses Add-On)
Income
Income by Client
Expenses (Requires Expenses Add-On)
Income / Expenses (Requires Expenses Add-On)
Sales Tax Total
Secondary Sales Tax Total
Supplier Spending (Requires Expenses Add-On)

How does it work?

The reporting add-on has been designed to be as easy to use as possible. Everything can be run from one page.

Simply select a report type, and an item if required (eg. a specific Project or Team Member).

Choose an optional date range and hit Generate Report.

Your chosen report will be displayed underneath the Report Generation form.

You can change the Items per Page, and you can export the report in various formats by clicking on one of the export buttons.

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