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.



Forecasted Project Estimated Hours



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










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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.



    Forecasted Project Estimated Hours



    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










    share|improve this question
























      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.



      Forecasted Project Estimated Hours



      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










      share|improve this question













      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.



      Forecasted Project Estimated Hours



      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






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      asked Nov 11 at 6:57









      Prerak Parikh

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