Exporting Key Data to PDF from Zoho Projects to Use as a Customer Project Summary Report?

Exporting Key Data to PDF from Zoho Projects to Use as a Customer Project Summary Report?

If you use Google Chrome, you can go to the Project Dashboard, which is configurable, then click the Zoho Projects in-app Print button on the bottom right corner of the Zoho Projects console and save the print layout as a PDF.



Simply edit the dashboard elements to show the ones you want to export to the client PDF document.

If you need to send a quick overview report of a project to your clients, you can also go to the Projects view and click on the Project progress button to get a birds eye view report of the project.

Refer screenshot below as an example:



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