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Reporting Custom Fields

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Level 1
Hi I have a custom field against my Project and a custom field against my Expense. I would like to show both of custom fields in one report. So far I tried to run Project report & Expense report, but don't seem getting both of custom fields (project & expense) in the same report. I wonder if any of you come across with this issue? Is there any way around it? Anete Brivule Berkeley Group
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4 Replies

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Level 10
Hi - are you doing an expense report and referencing the project info? Or are you doing a project report and doing a collection of expenses? If it is a reference, you just need to add the project: in front of it. (For an example, we have the project's job number come through) valuefield=project:Vantage Job Number querysort=DE:project:Vantage Job Number valueformat=customDataLabelsAsString Collections are a bit hard, but let me know the custom field name and I'll try to put something together for you. Anthony Imgrund FCB

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Level 1

Hi Anthony Thank you for your reply. Ideally I would like to do project report. Example: Projects has attached custom form with fields: budget & contingency. In meantime we have attached custom field (checkbox) to Expenses. Expenses custom field name: "Funded by Contingency". If this checkbox is ticked then it means that money is taken our from Contingency. I would like to run report showing columns: *Project Name *Contingency (project custom field) *SUM of expenses if checkbox is checked (expenses custom field) Please see attached my drawing. Thank you Anete Anete Brivule Berkeley Group0690z000007ZhY8AAK.jpg

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Level 10
Hi - I don't have any expenses in my instance, but I do know you can't do a SUM for a collection. What you might want to try is an expense report that includes your "Funded by Contingency" field (and I would have that set for SUM) and then also have the Project's "Budget & Contingency" field as well (and I would set that for MAX or MIN (whichever you prefer)). Then you can do a grouping for Project Name. This will then give you the name, the total of the Funded by Contingency and then also the Budget & Contingency. (Summary view might be better to view this). Let me know if that explanation works or if there is anything I can clarify. :) Anthony Imgrund FCB

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Level 10
This is what I was thinking Anthony, to make an expense report look more like a project report. I do this with issue resolving projects, where I pull in resolving project columns and, while it looks identical to an issue report, it's not.