Generate a Project Report

Chedar allows you to generate a project report. A project report enables the aggregation of multiple quotes. For example, in a project composed of several quotes, the 'favorite' button allows you to generate a customized report, as shown below:

1. Before generating a report, you need to create a quote. Go to the Create a Quote section or click here for the steps to create a quote.

2. Once the quote is completed, click on to favorite it as shown below:

   

3. Once the quote is favorited, the star appears like this as below:

   

4. Return to the projects page, hover over the project containing the quote, and click on to generate a project report as shown below:

   

5. A contextual menu appears, allowing you to select one of the following report types:

   

6. Select a report type according to your needs, click on:

   • Quote to display the summary of your project's budget(s).
   • Provisional to display the forecasted costs indicated in the Prep tab.
   • Actual to display the actual costs indicated in the Wrap tab.
   • Purchase to display the amounts of purchases indicated in your suppliers' invoices.
   • Quote vs Actual to display the budget/actual cost report.
   • Quote vs Purchase to display the budget/purchase report.

7. For example, click on Quote vs Actual.

8. A report is generated according to your request as shown below:

   

9. If you have not favorited the quote contained in the project, an error message appears as below: