Project summary report

You can use the custom report writer to create a project summary report. When you run the report, you'll see all project data per project.

  1. From the application menu bar, go to Customization Services > All > Custom reports.

    To create custom reports, you must subscribe to Customization Services. Ask your system administrator about subscribing to this free application.

  2. In the Select a data source step, select either Projects or Project Summary from the drop down menu.
  3. In the Add columns step, select the checkbox next to each column you want the report to display.
    • You can select columns related to your primary data source.
    • If you selected Project as your primary data source, you can pick any columns related to the project. This includes all the data on the project, including the Project Summary information, as well as related data such as fields from the customer record. A simple report might include the following columns.
      Project section columns
      SectionColumns to add

      Project

      • Project Name
      • Project ID
      • Customer Name

      Project Summary

      • Draft hours
      • Net income
      • Total revenue
    • The Project Summary columns come from key performance indicators that are tracked on the Project summary tab of your projects.
  4. In the Select column sequence step, drag and drop the columns into the order you want them for your report. You can also rename column headers here.
  5. In the Add more totals step, you can add more information to your report.
    For example, you could select the checkbox for Count for the Project Name. This adds the total number of projects to the report.
  6. In the Filter your report step, you can add filters.
    For example you could add a filter to report on a range of project IDs, or filter by location of the project.
  7. In the Enable grouping step, decide if your report will be grouped by data, or presented as a flat list.
  8. In the Set report date and title, set the time frame you want to report on and name your report.
  9. In the Save and add to a menu step, name your report and add it to an application.

You can Save the report, or run the report and edit your settings as needed.

For performance reasons, if you make changes to an account group (such as adding or removing accounts), or select different account groups for the Project Summary, it can take up to 15 minutes before the data is refreshed in Project Information and financial reports.

See the custom report writer for more information about creating custom reports.