Monitoring Project Progress Reports in Britixo Practice Management Software or CRM.

Introduction

Project progress reports in Britixo provide a clear overview of ongoing work, deadlines, and task completion. They help you assess whether projects are on track, identify bottlenecks, and keep clients informed.

Step-by-Step: Monitoring Project Progress Reports in Britixo

📂 1. Access Project Progress Reports

• Log in to Britixo.
  
  

• Go to Reports → Projects in the left-hand menu.
  
  

📊 2. Select the Project Report Type

You can choose from:

• Projects Overview – see active, completed, and delayed projects.
  
  

• Tasks Completed vs. Pending – measure progress rates.
  
  

• Milestone Tracking – review milestone completion timelines.
  
  

⚙️ 3. Filter the Report

• Set your date range for the analysis.
  
  

• Filter by project manager, team, or status.
  
  

🔍 4. Review Key Indicators

• Completion Percentage – shows how much of the project is done.
  
  

• Deadline Status – identifies on-time vs. overdue projects.
  
  

• Task Distribution – displays workload balance.
  
  

📤 5. Export and Share Reports

• Use the Export button to save as Excel, CSV, or PDF.
  
  

• Share with stakeholders or clients to keep them updated.
  
  

💡 Tip: Schedule weekly reviews of progress reports to address delays before they become critical.