Reporting monthly estimated project hours in Autotask
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I've a requirement in Autotask to build a custom report to report estimated project hours grouped by month for all projects (portfolio report).
I don't want to display all months on the report but only the current month and the next two months.
Please review the attached snapshot to understand how far I have come through building this report.
My questions are:
a) How do I group project estimated hours by month on the report?
b) How do I get the values current month, next month and next to next month in the column headers populated with actual month values based on when I generate the report? So for example, if I generate the report today (11/11/2018), the value for current month should be November, next month should be December and next to next month should be January.
Thank you in advance for all your responses
reporting
asked Nov 11 at 6:57
Prerak Parikh
133
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up vote
0
down vote
favorite
I've a requirement in Autotask to build a custom report to report estimated project hours grouped by month for all projects (portfolio report).
I don't want to display all months on the report but only the current month and the next two months.
Please review the attached snapshot to understand how far I have come through building this report.
My questions are:
a) How do I group project estimated hours by month on the report?
b) How do I get the values current month, next month and next to next month in the column headers populated with actual month values based on when I generate the report? So for example, if I generate the report today (11/11/2018), the value for current month should be November, next month should be December and next to next month should be January.
Thank you in advance for all your responses
reporting
asked Nov 11 at 6:57
Prerak Parikh
133
add a comment |
up vote
0
down vote
favorite
up vote
0
down vote
favorite
I've a requirement in Autotask to build a custom report to report estimated project hours grouped by month for all projects (portfolio report).
I don't want to display all months on the report but only the current month and the next two months.
Please review the attached snapshot to understand how far I have come through building this report.
My questions are:
a) How do I group project estimated hours by month on the report?
b) How do I get the values current month, next month and next to next month in the column headers populated with actual month values based on when I generate the report? So for example, if I generate the report today (11/11/2018), the value for current month should be November, next month should be December and next to next month should be January.
Thank you in advance for all your responses
reporting
asked Nov 11 at 6:57
Prerak Parikh
133
I've a requirement in Autotask to build a custom report to report estimated project hours grouped by month for all projects (portfolio report).
I don't want to display all months on the report but only the current month and the next two months.
Please review the attached snapshot to understand how far I have come through building this report.
My questions are:
a) How do I group project estimated hours by month on the report?
b) How do I get the values current month, next month and next to next month in the column headers populated with actual month values based on when I generate the report? So for example, if I generate the report today (11/11/2018), the value for current month should be November, next month should be December and next to next month should be January.
Thank you in advance for all your responses
reporting
reporting
asked Nov 11 at 6:57
Prerak Parikh
133
asked Nov 11 at 6:57
Prerak Parikh
133
asked Nov 11 at 6:57
Prerak Parikh
133
asked Nov 11 at 6:57
Prerak Parikh
133
asked Nov 11 at 6:57
Prerak Parikh
133
133
add a comment |
add a comment |
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