Hey there, hoping you can help me. We are a specialised computer software supplier and when we sell our software, our customers also undergo an Services Project to implement the solution. The Services Project would span 6-9 months.
Our Services team are required to submit a weekly report to give the status of the project (e.g. current project status, list of risks/issues, next steps for the coming weeks/months, etc.). Currently we do this via Excel worksheets. It is relatively easy to do in Excel and can be easy to review current and older reports but naturally Excel isn’t the best professional solution for this.
I wanted to find out what the best solution would be in Zoho to do these project updates in. We use Zoho Projects (and would consider any of the Zoho One solutions) but I don’t seem to see anything in Zoho Projects to help with this. I’ve looked at Zoho Forms too but the reporting/presenting of the report isn’t very user-friendly.
Attached as an example of the type of report format used.
Thanks in advance.