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hi this is brittany with follow-up crm and im going to walk you through how to use the project management report card first click on the report card tab now we see an overview of the entire report card the first column contains the different stages your jobs could be in you have the option to view the contents of the card by different filters so you can filter by any fixed or custom date by a user or by the entire company and finally by the office or contract type so here i filtered for a months time and just for one user that means i will see all the projects with that user assigned to them so now back to the report card the second column shows the number of projects that are in the corresponding stages you can use the plus signs to expand on the job details so here we have a list of jobs that are in pre-construction you can click on the rest of the stages too to see more detail about those stages and this is a great way to get a birds eye view of where you are with all your proje