How do I View Project Report by Customer?

Updated on February 3, 2017 10:32pm by Admin

Projects by Customer

The customer project report which allows you to filter for the particular customer. The projects created for the customer are listed.

Steps to View Project Report for a Particular Customer

  1. Log in and access Projects App from your universal navigation menu bar.
    projects-dashboard
  2. Click on Reports icon from the header bar.
    project-reports
  3. Click on “Project by Customer” under "General Reports".
    project-by-customer
  4. Set the report attributes
    - Search and select the “Customer Name”.
    - Set the “Start and End date”.
  5. It will display the project report for a given customer.
  6. Click on "View report" button to view the report.
    view-report
  7. Click on "Export" to export the report into MS-Excel.
    excel-sheet
  8. The excel sheet comprises with the project parameters like Parent Project Name, Sub Project, Milestone, Tasks, Task Assignee, Start and End Date, Status, Priority and Customer.
  9. Depends on the tasks involved in a project it displays.

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