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      How to Generate Reports with Project & Client Details in Keka PSA

      Optimize your project management with reporting features to track progress, analyze resource utilization, and make informed decisions

        Tracking multiple projects and client details is crucial for efficient project management and meeting client expectations. Keka PSA simplifies this process by providing a feature to generate detailed reports, including project specifics, client information, and logged hours by employees.

         

        Here’s a step-by-step guide to help you generate these reports effortlessly:

         

        Steps to Generate Project & Client Reports

        1. Access the Reports Section:

          • Navigate to the Project module from the left navigation panel.
          • Click on the Reports tab to access various reporting options.

        2. Select the Desired Report:

          • Under the Clients, Projects, and Reports category, choose the Project Details report option.



        3. Apply Filters:

          • Specify the Date Range for which you need the report.
          • Use additional filters like Project or Client to refine the data based on your requirements.

        4. Run the Report:

          • Click the Run button to generate the report.
          • The data will display details like project names, associated clients, hours logged, and more.

        5. Download the Report:

          • To save the report, click the Download Arrow icon.
          • The report can be downloaded in Excel format for further analysis or sharing.

         

         

        Benefits of Project & Client Reports in Keka PSA

        • Comprehensive Overview: Gain insights into project progress and client involvement at a glance.
        • Improved Resource Management: Identify how employee hours are distributed across projects.
        • Streamlined Client Communication: Use the data to prepare updates and performance summaries for clients.
        • Enhanced Decision-Making: Leverage the report insights for better project planning and optimization.

         

        Pro Tips for Report Optimization

        • Use date and client filters to focus on specific timelines or clients, making the data actionable.
        • Schedule regular reporting periods to ensure project tracking remains up-to-date.
        • Collaborate with project managers using the downloadable Excel reports for efficient review sessions.

         

        By leveraging Keka PSA’s reporting capabilities, organizations can streamline project tracking, maintain transparency with clients, and ensure optimized resource utilization.

        For more guidance, explore our other articles or contact the support team for assistance.

         To discover additional methods for downloading the timesheet report, please click here. How do I download the Timesheet Status Report?