REPORTING

Turn Your Data Into Better Decisions.

Build customizable reports and charts to see exactly what's happening across your business. Save your most useful reports and access them whenever you need them.

Schedule a Demo →
ProjX360 Custom Report Builder
ProjX360 Reporting Chart Builder
ProjX360 Reporting CRM Activities
ProjX360 Reporting Time Tracking
WHAT YOU CAN DO

See What Is Happening Across Your Business

ProjX360 gives you flexible reporting tools to turn your business data into useful information. Build reports, create charts, apply filters, and save the reports you use most.

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Custom Report Builder Generate reports from clients, opportunities, employees, invoices, products, projects, proposals, scheduling, tasks, time tracking, and work orders.
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Chart Builder Create pie and line charts from clients, invoices, projects, proposals, work orders, and tasks.
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Saved Charts & Reports Save your frequently used reports and charts so they are easy to access again.
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CRM Opportunity Reports Track sales employees and see where each opportunity is in your sales process.
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CRM Client Reports Track clients by status and referral source to understand where your leads are coming from.
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CRM Activity Reports View a daily rundown of meetings, appointments, calls, and other scheduled CRM activities.
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Time Tracking Reports See how many hours were spent by project and help ensure you stay within budget.
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Budgets by Phase View hours spent across phases such as Trim, Final, Project Management, Travel, and Engineering.
SEE IT IN ACTION

Get the Information You Need at a Glance

Build detailed reports, visualize your data with charts, and monitor the overall health of your projects and business.

ProjX360 Reporting Chart Builder
Chart Builder Turn your business data into easy-to-read charts.
ProjX360 Project Health Report
Project Health Quickly see what has been billed, what remains, and what money has been received.
BUILT FOR YOUR BUSINESS

Reports That Work the Way You Do

Start with the information you need, narrow your results with filters, and save the reports and charts your team uses regularly.

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Filter Your Results Use available filters to customize and narrow your report results.
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Save Frequently Used Reports Save reports so your team can quickly access the information they need again.
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Visualize Your Data Use pie and line charts to make important business information easier to understand.
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Monitor Project Performance Use time, budget, and project health reporting to keep projects on track.
ProjX360 Custom Report Builder
GET STARTED

Turn Your Data Into Better Decisions

Build the reports you need, save the ones you use most, and get a clearer view of what's happening across your projects and business.

Schedule a Demo →