XTM Cloud v 13.0

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

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

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

  4. Select the Run button.

    The Costs and metrics popup appears.

  5. 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:

    cost_and_words_report_per_customer_custom_fields.png

    The parameter available for the Costs and words per customer or custom field

    Table 35. Costs and words per customer or custom field parameters

    Parameter

    Type

    Single select / Multiselect

    Valid values

    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

    Multiselect

    You can group information by:

    • Customer

      • Cleared

      • Selected

        When you select the Customer option, in the report all projects for one Customer will be grouped together and the project name column will not be 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 will be grouped by values for the chosen Custom field. Additionally, the column with the name of the custom field will appear 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 will show costs per project.

      • Selected

        When you group by both Customer and Custom field, the project name column will not be 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.

As a result:

A folder with zipped XLSX file appears under the downloaded files in your browser. Extract and open the file to see your report.