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XTM Cloud 13.4

Running the Costs and words per customer or custom field report
To run the Costs and words per customer or custom field report:
  1. Select Projects > Project list > Actions.

  2. From the Project list, select all projects for which you would like to run the report.

    You can use the features in the Simple search and Advanced search tab screens to display the relevant project(s).

    Note

    If you do not select any projects, the Searched projects only checkbox is displayed in the Costs and words per customer or custom field popup.

  3. From the dropdown list, in the Reports section, select the Costs and metrics report.

  4. Select the Run button.

    The Costs and metrics popup is displayed.

  5. In the Costs and metrics popup:

    1. for the Report type parameter, select the value Costs and words per customer or custom field.

    2. select required values for the following parameters:

    Table 60. Costs and words per customer or custom field parameters

    Parameter

    Type

    Single select / Multiple selection

    Valid values

    Searched projects only

    Checkbox

    Single select

    This parameter is only visible when no projects have been selected on the Actions tab.

    • Cleared

      The report presents information about all projects visible on the Actions tab.

    • Selected

      When you have first used the filters on the Advanced search tab to display a list of projects, and then run the Assignment and words report with the Searched projects only checkbox selected, the Assignment and words report only presents information about the projects displayed as the search result on the Advanced search tab.

    Include costs with warnings in Cost and metrics reports

    Checkbox

    Single select

    Default value depends on the global setting, selected by your XTM Cloud Administrator. For details, see Cost settings.

    Valid values:

    • Selected

      Report will include projects in which have been generated with warnings.

    • Cleared

    Date created

    Date picker

    Single select

    Numeric

    Date and time range

    Date finished

    Date picker

    Single select

    Numeric

    Date and time range

    Group by

    Checkbox

    Multiple selection

    You can group information by:

    • Customer

      • Cleared

      • Selected

        When you select the Customer option, in the report all projects for one Customer are grouped together and the project name column is not displayed.

    • Custom field

      • Cleared

      • Selected

        This option opens a single select dropdown list with the available custom fields.

        When you select the Custom field option, in the report the costs are grouped by values for the selected custom field. Additionally, the column with the name of the custom field is displayed in the report instead of the customer and project name columns.

    • Both Customer and Custom field

      • Cleared

        When you do not select any grouping, the report shows costs per project.

      • Selected

        When you group by both Customer and Custom field, the project name column is not displayed in the report.

    Dummy assignee

    Dropdown list

    Single select

    Predefined dummy assignees list.

    Can be selected with the following options:

    • where no assignment

    • for the entire workflow

    Use zeros for missing rates

    Checkbox

    Single select

    • Cleared

    • Selected

    Use zeros for missing time

    Checkbox

    Single select

    • Cleared

    • Selected


  6. In the Costs and metrics popup, select the Run button.

  7. Click xmark-large-solid.svg to close the Costs and metrics popup.

Result:

A folder with zipped Excel file is displayed in the downloaded files in your browser. Extract and open the file to see your report.