What report provides a list of project names, client names, and their corresponding codes?

Admins often need to verify the Client's name alongside the Project's name and their corresponding codes. However, manually opening each project to check the assigned client's name can be quite cumbersome. To streamline this process, Keka offers a comprehensive report that allows you to easily view the Client's Name, Project's Name, and their Codes all in one place.

Below is the path to check and download the report -

Navigate to the Project section (1) of the Keka Portal and select the Reports option (2). From there, choose the Project Details report (3).

When you access the Project Report tab, specify your criteria by selecting the Date Range, Client, State, Project, and Status (1) as needed, then click on the Run button (2) to generate the report.

The generated report will display a comprehensive list of Project Names and Client Names along with their corresponding codes. To obtain a copy of this report, simply click on the Download Icon.

You can easily check and download a report that includes the Client's Name, Project's Name, and their corresponding Codes.

To explore how to generate a timesheet report that includes comment fields along with task and project names, please click here: How to generate timesheet report with comments field in addition to task, project name etc.?/ How to download Daily Timesheet reports in Keka