Types of report templates


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InLoox PM provides you with different types of report templates.

The description of each template is available in this table.

Report template

Application in InLoox PM

Project kick-off

Correspondence at start of project.

Letter

Correspondence concerning the project.

Project status

Outlook email with current project status.

Meeting

Meeting organization document.

Memo

Memorandum.

Planning overview

For exporting planning items from the planning page or across all projects in the InLoox PM project list.

Document list

For exporting documents from the document page.

Time tracking

For exporting time tracking entries from the time tracking page across all projects in the InLoox PM project list.

Budget overview

For exporting data from the budget page or across all projects in the InLoox PM project list.

Expenses / revenues

For exporting budgets of type expenses and revenues from the budget page or across all projects in the InLoox PM project list.

Turnover list

For exporting turnover lists from selected projects in the InLoox PM project list.

Project completion

Correspondence at end of project.