Creating Custom Reports

View Inactive Projects When Running Reports

  

Choose to include inactive projects when creating custom reports in order to report on projects that are no longer active. This article will explain how.

NOTE: This article assumes that you know how to create a custom report.

Begin creating a custom report and add columns to it. Then, click Edit Report Settings, which is hyperlinked near the top-left of your window.

A new window will pop up and you’ll select the option Select a Specific Project, and then click Update Report.

Click Create Report, near the top-right of your window.

 

A new window will pop up, where you’ll:

  • Add the report name,
  • Choose where you want it published, and
  • Write a brief description of the report.

Then, click Publish Report.

Another window will pop up, and this is where you can tell BigTime to include inactive projects to your report picklist. Click the hyperlink Include Inactive Projects to do just that.

Click on the red triangle to see your active and inactive projects. A picklist will populate, and the projects in gray are inactive.

Select a project from a picklist that you want to report on, even if it’s an inactive one. Then, click Run Report.

Where to Go from Here:

Restricting report access and content

Live filtering and custom reports

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