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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.
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