Opened Projects Report

Hi All! 

Does anyone know how to run a report to see all opened projects within a specified time frame? I would like to know how many projects were opened within a specified month and FYTD. Any guidance is greatly appreciated.

Thanks,

DiAna

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
2 comments

Hi Diana,

I'm assuming you already know how to generate a new report.  If that's the case, you can create a new "Projects" type report and filter by "CREATED DATE" of a specific time frame.  Let me know if this gives you the results you're looking for.

Cheers!

Trevor

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thank you, Trevor! I will give it a try. 

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Opened Projects Report
[this list is visible for admins and agents only]

Top
Didn’t find what you were looking for? Write new post