Guide: Administrative & Financial Reporting
by Shemsedin A
Learn how to generate detailed project status reports in RevPro, covering task progress, financial summaries, and overall project health in various export formats.
Gaining Insight into Project Performance
Beyond the scientific outcomes, managing a review also involves tracking administrative and financial progress. RevPro’s reporting tools provide the insights needed for project oversight and stakeholder communication.
Generating a Project Status Report
Navigate to the "Project Admin" dashboard and click the "Generate Report" button. RevPro will compile a comprehensive status report that includes:
- Project Overview: Key details like project name, status, manager, and client.
- Progress Summary: High-level statistics on task completion and overall project progress percentage.
- Financial Summary: A breakdown of the planned project budget versus actual costs, including variance.
- Task Details: A list of all project tasks, their status, assignee, and progress.
Exporting for Stakeholders
The generated report can be viewed directly within RevPro or exported in multiple formats for easy sharing:
- PDF: Ideal for a clean, non-editable version to share with clients or stakeholders.
- DOCX: A Microsoft Word document that allows for further editing or integration into larger reports.
- Excel: Provides a detailed breakdown of all project data, including separate sheets for the summary and task details, perfect for further analysis.
This functionality ensures that you can always provide up-to-date, professional reports on the administrative health of your systematic review projects.