The Project Level Metrics Report provides a summary of work performed over a certain period of time. In particular, it displays total volume of work, new versus completed work, and on-time versus late work.
Supported parameters include:
Type (e.g. Jobs, Projects, Campaigns, etc)
Additional Segmentation Options (Customer, Job Type, or Role)
From and Through Dates
Recent Trends (Quarters, Months, and Weeks)
Let's say we wanted to see metrics on Jobs from 07/30/16 - 07/30/17, including trends for recent months.
Enter the following parameters:
Specify PDF or Excel export and click 'Generate'
If you're following the training plan, please proceed to: Activities Calendar Report.