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A report to show all projects active during a fiscal year

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Level 2

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. 

1 Accepted Solution

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Correct answer by
Level 2

Thank you Madalyn!

5 Replies

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Community Advisor

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.

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Correct answer by
Level 2

Thank you Madalyn!

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Community Advisor

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

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Level 10

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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