Projectopia Reporting Add-On

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 v5 or higher.

Getting Started

To install the plugin, first make sure you have Projectopia Core v5 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 ( Requires Time Entres Add-on )
Project Income
Project Income / Expenses (Requires
Expenses Add-On)
Team Member Time Entries ( Requires Time Entries Add-on )
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.