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.

1. Click Reports in the left-hand navigation panel.
2. Select Project Started by Quarter.

   

3. 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.
4. Optional - Enter a Search/Filter query.
5. 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.
6. 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.
7. Click Run Report.

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options