Running the Costs and words per customer or custom field report
Go to Projects > Project list > Actions.
From the Project list , select all projects for which you would like to run the report.
From the dropdown list, select the Costs and metrics report.
Select the Run button.
The Costs and metrics popup appears.
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:
The parameter available for the Costs and words per customer or custom field
Table 34. Costs and words per customer or custom field parametersParameter
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
In the Costs and metrics popup, select the Run button.
Click
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.