Project and Financial Reports

Generate reports on project status, finances, and team performance.

Project and Financial Reports

ZonaPlan provides built-in reporting to help you understand project health and financial performance.

Project Reports

Project reports give you: - **Task Completion**: How many tasks are done vs. remaining - **Timeline Status**: Whether the project is on schedule - **Team Activity**: Who's been on site and when - **Daily Summaries**: Closeout reports for each work day

Financial Reports

Financial reports show: - **Budget vs. Actual**: Compare budgeted amounts to actual spending - **Invoice Summary**: Total invoiced, paid, and outstanding - **Payment History**: All payments received with dates - **Change Order Impact**: Revenue and cost changes from change orders - **Work Order Costs**: Vendor costs and payment status

Process Metrics

Track team efficiency: - Average time per task - Clock-in patterns - Task completion rates - Project timeline adherence

Exporting Data

• Export reports for use in external accounting software
• Download detailed breakdowns by project or organization
• Use exported data for tax preparation and auditing