The Project Started by Quarter report allows you to generate a list of all projects started in each quarter of a selected year. The report may be filtered on project status, project categories, and custom filtering options.
- Click Reports in the left-hand navigation panel.
- Select Project Started by Quarter.
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- Select your search filtering criteria. For example, if you wish to view only a specific project category, select from the Project Categories drop down list.
- Optional - Enter a Search/Filter query.
- Select Display Options:
- They system is setup with default fields to display in your report. You may remove fields by clicking on the Fields to Display drop-down arrow. By default, the report will include Q1, Q2, Q3, Q4, Type and total.
- Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by project Type.
- Display Mode: Select Detail to view a list of all project types, and the total of each type started per quarter. Select Summary to simply view the total of all project types started per quarter.
- Click Run Report.
See the following for Common Report Functions: