Creating a report - Active State

Wanting to create a Report which only shows Active Projects. "How do I select the field which contains Draft, Active, On Hold, Cancelled or Completed." Thought it was State but I cannot find it.

Cathy Cummins August 31, 2018 03:58 Answered

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6 comments
Date Votes

That would be State.

Josh Santos August 31, 2018 06:26 0 votes

Thank you Josh, but I know where the information located there, I just need to access it whilst creating a new report and I can't find it.

Cathy Cummins August 31, 2018 06:30 0 votes

Which report are you running? Can you provide a screenshot if there is no confidential information?

Josh Santos August 31, 2018 06:45 0 votes

Make sure you select Project for the report template. You can then select 'State' and choose which states in the filters option

Antony Willers September 20, 2018 07:43 0 votes

I want to do what Cathy asked, but I can't find state either. Can you tell me where to find it?

Lisa Rothrauff September 26, 2018 21:39 0 votes

See below screen shot. Go to Reports, select Project as template (shows as Report On in the editor), click on Filters, type State in the filter box, then select which State's you what to include. Further filters can be applied. Hope this helps

Antony Willers September 27, 2018 06:42 1 vote

Creating a report - Active State

Wanting to create a Report which only shows Active Projects. "How do I select the field which contains Draft, Active, On Hold, Cancelled or Completed." Thought it was State but I cannot find it.

6 comments Date Votes

6 comments
Date Votes