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A report to show all projects active during a fiscal year


Level 1

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 Reply


Level 8

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.