You can view a financial summary for any live project and export the details for reporting or further analysis. This helps track spend against budgets and ensures project costs are monitored accurately.
To view and export project totals:
From the Projects area,
In the Financial Summary section, click Project Totals.
Click the Export
icon to download the report.
🤓 Note: You can apply filters in the Project area, for example, to view completed projects only. The Project Totals report will update automatically to reflect the filter applied, showing financial data only for the selected projects.