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Leslie_Tanner_Scott
Leslie_Tanner_Scott
Level 2
January 25, 2023
Solved

A report to show all projects active during a fiscal year

  • January 25, 2023
  • 2 replies
  • 1063 views

Hoping someone can help. I'm trying to create a report showing all projects that are and have been active during FY23.  The report would be displayed as a column chart displayed for each month of the year.  I hope I'm making sense. 

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    Best answer by Leslie_Tanner_Scott

    Thank you Madalyn!

    2 replies

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    January 25, 2023

    Hi there, this is a fairly simple report.

    You can create a project report filtered to project entry 'greater than equal' to start of your FY23. Add any other filters necessary.

    Then add a grouping for project entry date > by month. You can only create a chart based on groupings. So after your grouping, go to the Chart tab and apply that grouping.

    If this helped you, please mark correct to help others : )
      Leslie_Tanner_Scott
      Leslie_Tanner_ScottAuthorAccepted solution
      Level 2
      February 14, 2023

      Thank you Madalyn!

      Leslie_Tanner_Scott
      Leslie_Tanner_ScottAuthor
      Level 2
      February 16, 2023

      No problem. I recommend please marking my answer correct to help others : )


      I sure will!

      Kundanism
      Kundanism
      Level 10
      February 14, 2023

      Hi @leslie_tanner_scott 

      Madalyn is correct, in addition, you can also make filter whether required project entered in Y2023 or were active from earlier than 2023. 

      Mvh

      Kundan.

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