{"id":14331,"date":"2021-04-20T18:04:53","date_gmt":"2021-04-20T22:04:53","guid":{"rendered":"https:\/\/www.collabox.com\/2021\/06\/04\/customer-report-and-project-report\/"},"modified":"2022-11-15T17:58:35","modified_gmt":"2022-11-15T17:58:35","slug":"customer-report-and-project-report","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2021\/04\/20\/customer-report-and-project-report\/","title":{"rendered":"Customer and project data review"},"content":{"rendered":"\n<p>Do you want to obtain a data report on your customers and your projects in order to have performance indicators? The Client Assessment and the Project Assessment allow you to do this.<\/p>\n\n<p>Here&#8217;s how to get your reports.<\/p>\n\n<p>First, in your main menu, select the &#8220;Reports&#8221; function.<\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/04\/Bilan-clients-e&#x301;tape1-1-1024x232.png\" alt=\"\" class=\"wp-image-11907\" width=\"794\" height=\"180\"\/><\/figure>\n\n<p>Then, in the left side menu, section &#8220;Accounting&#8221;, select CUSTOMER BALANCE SHEET<\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/04\/Bilan-clients-e&#x301;tape-2.png\" alt=\"\" class=\"wp-image-11906\" width=\"511\" height=\"414\"\/><\/figure>\n\n<p>You can select a time period and you also have 3 boxes that allow you to display additional data as needed. In addition, you can do exactly the same steps to obtain the balance sheet by project.<\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/04\/Bilan-clients-e&#x301;tape-3-1024x312.png\" alt=\"\" class=\"wp-image-11905\" width=\"748\" height=\"227\"\/><\/figure>\n\n<p>Finally, you can then download your data report in an excel file.<\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/04\/fichier-bilan-clients-e&#x301;ape-finale-1024x321.png\" alt=\"\" class=\"wp-image-11904\" width=\"758\" height=\"237\"\/><figcaption>NOVA Dummy Account<\/figcaption><\/figure>\n\n<p>The report contains basic information such as amounts billed and sold, but it can also be broken down by budget item and employees. For a more streamlined view, you can choose to exclude clients for whom no hours were worked in the period in question, or display billable contacts.<\/p>\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"588\" height=\"106\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-80.png\" alt=\"\" class=\"wp-image-17998\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-80.png 588w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-80-300x54.png 300w\" sizes=\"auto, (max-width: 588px) 100vw, 588px\" \/><\/figure><\/div>\n<p>Watch several <a href=\"https:\/\/www.youtube.com\/channel\/UCXyKhYCkb1t6YftNaeb3l9A\">videos on our Youtube channel<\/a> and visit our Tips and Tricks section in the <a href=\"\/category\/tips-and-tricks\/?lang=en\">Blog<\/a> to continue your Collabox configuration!<\/p>\n<p><!-- \/wp:post-content --><!-- wp:paragraph --><\/p>\n<p>If you have any questions, please contact us and we will be happy to answer you.<\/p>\n<p><!-- \/wp:paragraph --><!-- wp:paragraph --><\/p>\n<p>info@collabox.com (418) 907-9274<\/p>\n<p><!-- [if gte mso 9]><xml>\n \n  <o:AllowPNG\/>\n \n<\/xml><![endif]--><\/p>\n<p><!-- \/wp:paragraph --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Do you want to obtain a data report on your customers and your projects in order to have performance indicators? The Client Assessment and the Project Assessment allow you to&#8230;<\/p>\n","protected":false},"author":1,"featured_media":27553,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[195,194],"tags":[],"class_list":{"0":"post-14331","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-management-reports","8":"category-reports"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Customer and project data review - Collabox 2026 Reports ERP management software<\/title>\n<meta name=\"description\" content=\"Create data review reports for your clients and projects quickly with Collabox&#039;s enhanced features.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/doc.collabox.com\/en\/2021\/04\/20\/customer-report-and-project-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customer and project data review\" \/>\n<meta property=\"og:description\" content=\"Create data review reports for your clients and projects quickly with Collabox&#039;s enhanced features.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/doc.collabox.com\/en\/2021\/04\/20\/customer-report-and-project-report\/\" \/>\n<meta property=\"og:site_name\" content=\"Collabox\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/collbx\" \/>\n<meta property=\"article:published_time\" content=\"2021-04-20T22:04:53+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-11-15T17:58:35+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/06\/SW_rapports.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2707\" \/>\n\t<meta property=\"og:image:height\" content=\"1954\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"ad2816ed_admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"ad2816ed_admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/doc.collabox.com\/en\/2021\/04\/20\/customer-report-and-project-report\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2021\/04\/20\/customer-report-and-project-report\/\"},\"author\":{\"name\":\"ad2816ed_admin\",\"@id\":\"https:\/\/doc.collabox.com\/en\/#\/schema\/person\/f5c41eec8a13ff07c99a6059ded74439\"},\"headline\":\"Customer and project data review\",\"datePublished\":\"2021-04-20T22:04:53+00:00\",\"dateModified\":\"2022-11-15T17:58:35+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2021\/04\/20\/customer-report-and-project-report\/\"},\"wordCount\":207,\"publisher\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/#organization\"},\"image\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2021\/04\/20\/customer-report-and-project-report\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/06\/SW_rapports.png\",\"articleSection\":[\"Management reports\",\"Reports\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/doc.collabox.com\/en\/2021\/04\/20\/customer-report-and-project-report\/\",\"url\":\"https:\/\/doc.collabox.com\/en\/2021\/04\/20\/customer-report-and-project-report\/\",\"name\":\"Customer and project data review - 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