Looking for KPI's for internal reporting purposes? Check out the Project Metrics Report (System Menu >Reports > Project Metrics)
Set the Parameters
Before running the report:
(1) Define the output settings - set the date range, grouping method, etc.
(2) Set the filters - choose to filter by affiliate, project, customer, etc. and/or by custom field(s).
With the options set to your preferences, click "Generate Report" (3). Once generation is complete, download the report by clicking "Download Report" (4).
Output settings definitions
Choose the Range = The total timeline over which you wish to execute your search.
- If you end on a date halfway through the month, the data will be cut off at that date.
Group by Period = The results will include an entry for every period over the range.
- Week is Monday to Sunday. These will display as numbers (# week of the year).
- Quarter is Jan 1 – March 31, etc.. Will display as 2015-01 to 2015-03.
Included Targets = you can choose to limit the results for transactions focused to a specific target. e.g if you choose the customer, only customer transmittals will be included in the analysis.
- If you choose ALL, then the results will be grouped together, AND provided as a segment for each target.
Output Style - Summary:
This output is delivered in a table format. Rows are the parameters, columns are the periods/source.
Output Style - By Project
This output contains a separate row for each unique combination of project + period + source. You will have to construct the tables for each project as you wish – generally by building a pivot table (with the parameters as rows, and periods across the top.)
For more detail about the specific fields in the report, see this article: Project Metrics - Description of each metric.
Download
Currently, only one user can execute a search at a time. The results are downloaded in CSV files – but if you open in Excel, you will be able to see the result sets as defined above. We suggest you save the results as Excel files.
Required User Permissions
Running and accessing the project metrics report requires a Full (or higher) license. If you do not see this option, please contact your DocBoss administrator.
