Need help to create a report that displays both CURRENT Projects and COMPLETED Projects for a specific month

Forum|Forum|1 year ago
December 5, 2024
1 reply
524 views

Hello,

Has anyone created a report that shows both CURRENT Projects (Current Year) and COMPLETED Projects for ‘"This Month" (December)?

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Best answer by Madalyn_Destafney

Hi there, you can do this in your filters of a project report. Have a set of filters for projects in current status within X timeframe and any other filters, then create another filter set within the same report using OR (not AND) and have your other set with projects in complete in Y timeframe (if you want to show completed in Dec, would do project actual completion in Dec), and any other filters with that. Then your report will show you all projects that fall within either filter set.

Madalyn_Destafney

Accepted solution

Community Advisor

Hi there, you can do this in your filters of a project report. Have a set of filters for projects in current status within X timeframe and any other filters, then create another filter set within the same report using OR (not AND) and have your other set with projects in complete in Y timeframe (if you want to show completed in Dec, would do project actual completion in Dec), and any other filters with that. Then your report will show you all projects that fall within either filter set.

If this helped you, please mark correct to help others : )

I

IsaDiAuthor

Level 2

Thank you, @madalyn_destafney!

That did the trick! I was grouping by Entry Date instead of Actual Completion Date.

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