Project Forecast VS Actual (Grouped) report run by project

Posted 5 days ago by Lisa Barham

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Lisa Barham

I have run the Project Forecast VS Actual (Grouped) report and it is definitely better than the other report I used. 

Would it be possible to have this report changed so we can run it for a selected project? At the moment it can only be run to show all projects completing in the period and then the user needs to filter on the project they're interested in. 

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Henrik Burman posted 3 days ago Admin

Hey Lisa,


Glad to hear it is a better reporting fit for your needs! If you are wanting to have this report run a few times over a period for a selected project then you can do this by adding the filter for the project > save as a custom report which will then include that project filter by default and then delete the report when the project is finished up/report is no longer needed


Otherwise you are still needing to filter on the project regardless of how it is done (via adding a drop down, using the field filter, etc) 


Unless I am misunderstanding what you are meaning in which case please provide more information, otherwise I do not feel like this feature request would be considered for implementation


Best regards,


Henrik

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