Running the Costs and words per customer or custom field report
Select Projects > Project list > Actions.
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.
From the dropdown list, in the Reports section, select the Costs and metrics report.
Select the Run button.
The Costs and metrics popup is displayed.
In the Costs and metrics popup:
for the Report type parameter, select the value Costs and words per customer or custom field.
select required values for the following parameters:
Table 62. Costs and words per customer or custom field parametersParameter
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
In the Costs and metrics popup, select the Run button.
Click
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.