Better Customization on reports

  • 2
  • Problem
  • Updated 2 years ago
  • Acknowledged
We need a function which allows us to merge reports to create more detailed reports or at least being able to pull projects being worked on within a month via dates
Photo of Melamed, Regina

Melamed, Regina

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Posted 2 years ago

  • 2
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

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HI Regina,

Thank you for using the Replicon Community!

When you say view "projects being worked on within a month", do you mean all the in progress projects in that month?

Thanks,
Aashnee
Photo of Melamed, Regina

Melamed, Regina

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Hello @Aashnee Kamboj,

Nah I dont mean that, I mean projects being worked on based on the projects start and end date entered in the project info. Basically all projects within a time frame. Not based on expenses or time sheets.

Regards,
Regina
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

  • 1437 Posts
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Hi Regina,

Thank you for the confirmation.

May I request you to try the following:

- Go to reports and add a new report
- Choose Category as Project and Report Type as Project Template
- Choose the columns that you wish to have and click on create
- In the Date Range filter set Start and End Date parameter

 
- Run the report. This should bring up all the projects within that time frame

For Example I created a report and specified the start and end date as - 01/01/2010 to 07/11/2016 and received all the project names lying in this time frame:

  

I apologize if my understanding differs your issue again. If your issue reflects a different scenario then please help me with a convenient time to reach you so I can have a quick talk with you and have your issue addressed at the earliest.

Thanks,
Aashnee