Project Reports

Delivery analytics that show which projects are drifting before the budget runs out

CrmLeaf Project Reports bring together a Projects & Delivery dashboard, a task-level Roadmap, a Gantt chart with drift tracking, and Budget vs Actual reports with full Earned Value Management analytics. Filter by date range or organisation, drill from a KPI tile to the root cause, and export to CSV or PDF.

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reporting views from dashboard to cost summary
5
reporting views from dashboard to cost summary
EVM metrics in the Budget vs Actual panel
9
EVM metrics in the Budget vs Actual panel
Gantt zoom levels: day, week and month
3
Gantt zoom levels: day, week and month
export formats: CSV and PDF
2
export formats: CSV and PDF

Reporting workflow

Dashboard to drill-down to analysis to export

Start with delivery health, then follow any number to the report that explains it.

  1. Step 01

    Dashboard

    Scan KPI tiles for delivery health

  2. Step 02

    Drill down

    Click a tile to reach the underlying report

  3. Step 03

    Analyse

    Roadmap, Gantt or Budget detail view

  4. Step 04

    Filter

    Narrow by date range, organisation or member

  5. Step 05

    Export

    Download as CSV or PDF for stakeholders

What's inside

Five reporting capabilities

01

Projects & Delivery Dashboard

A Command Centre screen with KPI tiles, interactive charts and drill-through links.

See how it works
02

Project Roadmap

Task distribution, per-member counts, a milestone donut and hours against budget.

See how it works
03

Gantt Chart & Drift Tracking

A visual timeline with overdue highlighting, a Drift column and day, week or month zoom.

See how it works
04

Budget vs Actual & EVM Analytics

Planned budgets against live actuals, with the full Earned Value Management metric set.

See how it works
05

Project Cost Summary & Over-budget Report

Total spend per project, plus a ranked list of projects that exceeded plan.

See how it works

In detail

How each capability works

01 / 05

Projects & Delivery Dashboard

The Projects & Delivery dashboard lives inside Command Centre and gives delivery leaders a single screen of truth. KPI tiles surface active project count, on-time delivery rate, overdue tasks, hours logged versus budgeted, and budget variance. Each tile links through to the underlying detail, so a red number becomes an action in two clicks.

Interactive charts break down project status, task completion trends and resource allocation. Date-range and organisation filters let you compare periods or isolate a single business unit without leaving the dashboard.

Built in

  • Active Projects: count of in-progress projects
  • On-time Rate: percentage delivered by due date
  • Overdue Tasks: tasks past their end date
  • Budget Variance: planned versus actual spend
  • KPI tiles
  • Interactive charts
  • Drill-through links
  • Date-range filter
  • Organisation filter
02 / 05

Project Roadmap

The Project Roadmap gives a bird's-eye view of delivery progress. Task distribution shows how work is spread across team members, while per-member completed and late counts highlight who is ahead of schedule and who needs support.

A milestone-completion donut gives an instant read on how far the project has advanced through its key deliverables. The hours-versus-budget comparison plots logged effort against the planned budget, flagging resource overruns before they become cost overruns.

Built in

  • Task distribution: workload spread across team members
  • Completed and late per member: individual delivery performance
  • Milestone-completion donut: share of milestones done, in progress and pending
  • Hours vs budget: logged effort plotted against the planned budget
  • Task distribution
  • Per-member counts
  • Milestone donut
  • Hours vs budget
03 / 05

Gantt Chart & Drift Tracking

The Gantt chart plots every task on a visual timeline with automatic overdue highlighting. The Drift column beside each task row shows the number of calendar days the task has slipped beyond its planned end date, so schedule erosion is visible at a glance rather than buried in a status update.

A toolbar lets you zoom between Day, Week and Month views to match the conversation, from a daily stand-up on this week's tasks to a quarterly review of delivery cadence. The chart can also be exported to PDF for stakeholders.

Built in

  • Day view: individual task bars at daily granularity
  • Week view: weekly blocks for sprint-level planning
  • Month view: high-level delivery cadence across quarters
  • Drift column: days slipped, updated automatically from task dates
  • Overdue filter: isolate tasks past their end date
  • Visual timeline
  • Overdue highlighting
  • Drift column (days slipped)
  • Day / Week / Month zoom
  • PDF export
04 / 05

Budget vs Actual & EVM Analytics

The Budget vs Actual report compares planned budgets against live actuals derived from expenses, timelogs, purchase orders and invoices. There is no double entry, because the numbers come from the operational data your team already records.

The EVM panel adds the full Earned Value Management set, giving project managers and financial controllers a standards-based view of cost and schedule performance. Metrics that cannot yet be computed show N/A rather than a misleading zero.

Built in

  • EV and PV: Earned Value against Planned Value of work completed
  • CV and SV: Cost Variance and Schedule Variance
  • CPI and SPI: Cost and Schedule Performance Indexes
  • EAC and ETC: Estimate at Completion and Estimate to Complete
  • VAC: Variance at Completion, to show whether you finish over or under
  • Budget vs Actual
  • Live actuals
  • Full EVM panel
  • CSV + PDF export
05 / 05

Project Cost Summary & Over-budget Report

The Project Cost Summary aggregates all spend across a project, covering labour, expenses, purchase orders and invoiced amounts, into one view. Use it to answer how much a project has cost so far without opening three different screens.

The Over-budget report filters to projects and budget lines that have exceeded their planned amounts and ranks the worst offenders first, so portfolio managers can triage the biggest overruns before they widen. Both reports support date-range and organisation filters and export to CSV and PDF.

Built in

  • Project Cost Summary: total spend across labour, expenses, purchase orders and invoices
  • Over-budget report: projects and lines exceeding plan, ranked by variance
  • Milestone progress: completion percentage by milestone across projects
  • Task progress: on-time, late and in-progress task counts per project
  • Total spend view
  • Over-budget ranking
  • Date-range filter
  • Organisation filter
  • CSV + PDF export

Built on the same platform

Reports that read from the data your team already enters

Project reports pull from tasks, timelogs, expenses, budgets, purchase orders and invoices, the same records your delivery and finance teams create day to day. Nothing extra to enter and nothing to reconcile.

See Project Management
  • Tasks & MilestonesCompletion counts, overdue status and drift feed dashboards and Gantt
  • TimelogsLogged hours and earnings power hours-vs-budget and resource reports
  • Budgets & ExpensesPlanned vs actual spend drives EVM analytics and over-budget reports
  • Invoices & POsBilled and committed amounts complete the cost picture

FAQ

Common questions about CrmLeaf Project Reports

  • The Projects & Delivery dashboard is a Command Centre screen with KPI tiles, interactive charts and drill-through links. It shows active project count, on-time delivery rate, overdue tasks, hours logged vs budgeted, and budget variance, all filterable by date range and organisation.

Related

Explore further

Financial ReportsP&L, receivables and cash flowTime Log ReportBillable and non-billable hoursResource Allocation ReportsCapacity and utilisationKPI & Custom ReportsBuild the report you need

See which projects are drifting before the next status meeting

Start a free trial and open the Projects & Delivery dashboard, with KPI tiles, Gantt drift tracking and EVM analytics from your first project.

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