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kjones

Project Totals Per Month

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Hello - I'm looking to produce a single report that can pull all of our active projects into one list and identify how much we've spent on each of them in a specific month. I attempted to perform this through the transaction detail report but it seems like you have to run it for each project which doesn't satisfy the requirement of information living in a single view/report. Is there another way to produce this report? 

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  • +1
    verified answer

    Hello Kjones,

    The only way to get that report and to get it on multiple projects, would be to write it in Crystal. That would be assuming you have a reporting license from us and all the projects you want included on the report are all in the same database.

    I had to go look at that report, since I had forgotten what was on it, but I was able to quickly re-write the report on Crystal. See Running a report on multiple companies which is written more from the Depreciation point of view and there is no Project number in Planning, but the steps themselves still apply.

    ~Delray

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  • +1
    verified answer

    Hello Kjones,

    The only way to get that report and to get it on multiple projects, would be to write it in Crystal. That would be assuming you have a reporting license from us and all the projects you want included on the report are all in the same database.

    I had to go look at that report, since I had forgotten what was on it, but I was able to quickly re-write the report on Crystal. See Running a report on multiple companies which is written more from the Depreciation point of view and there is no Project number in Planning, but the steps themselves still apply.

    ~Delray

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