Project Level Metrics Report
Written by Don
Updated over a week ago

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.

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