Projects Analysis

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Jul 11, 2023 by Maresa Rojas
2 min read

This report will give you Project Info in a Grid Listing that can be used for analyzing many different parts of the business.

You can choose from several different criteria options using the left panel to select items such as specific Salespeople, Project Status', Project Types and more. You can also use the middle section to select Projects based off critical dates such as Creation Date, Decision Date, Quote Dates and more.

If you choose to just select Run Query with no criteria selected it will give you a grid listing of all Open/Active Projects.

From within the grid you can group items, filter down, create summaries, sort, export the data and more. See here for more information on how to customize grids.