If you’d like to make a custom report accessible directly from a project’s Financials tab, you’ll need to do two things: configure the report and then add it to the dropdown list.
Configure the report to be project-specific
- Go to Analytics...Report Center.
- Find your report and click Customize.
- Select Edit This Report.
- Click Edit Report Settings from the left menu.
- Under Client Selection Options, choose Select a specific Project.
- Click Save your changes.
- Click Create Report.
- Enter a report name and select the folder where you want to save it.
- Click Publish Report.
Add the report to a project’s Financials tab
- Go to My Company...Project List and open the project.
- Select the Financials tab.
- Open the dropdown menu in the upper-right corner (for example, Time/Expense by Period).
- Click Add Reports…
- Select your report from the list.
- The report will now appear in the dropdown for quick access.
Navigation Note
- If your firm is on Original navigation, you’ll access projects through My Company…Projects List, then open the project and go to the Financials tab.
- If your firm is on the new navigation, you’ll find the Report Center under Analytics in the left navigation panel, and the Project List under the Projects menu. From there, select a project and go to the Financials tab.
- In both versions, the option to Add Reports… is located in the report dropdown on the top-right corner of the Financials view.