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Is it possible to get a "Customer Name" column in a custom Work Item report?

I would like to be able to build a custom report. In this report, you could add a column that would list which customer(s) are attributed to a each work item and/or product listed in the report.

If this is possible, can it be done on the standard platform? If not, is it available through the Excel Add-In or the Enterprise platform?

 

Thank you!

 

 

 

Ian Answered

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Ian,

you should be able to run a standard report - Projects in the works per customer (see attached).  If you need to be able to build additional reports, you can definitely pull the information in the Excel Add-In.  There is no difference among Clarizen editions (I presume that's what you mean) with regards to what is available in reports.   I would suggest joining advanced Q&A webinars twice a week or intermediate Q&A webinars 4x weekly for specific questions and/or help.

projects_by_customer.png

THanks

Ariel

Ariel Rak 0 votes
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OK. Those sound like helpful resources. Thanks.

 

So just to clarify, there is now way to build a report that does this without the excel add-in? (see pic)

 

Thanks again, Ariel.

 

 

Ian 0 votes
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Not sure if you meant "no way" or "now a way," but you CAN do this today without the excel add-in, using standard reporting.

Josh Santos 0 votes
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