Use the Activity tab to specify a period for the report and to filter the report to only include
projects, phases, or tasks with activity in that period.
You can set up a report to be generated on a recurring basis. If you set up a recurring report to show current activity,
Ajera CRM bases the report on the accounting period that is current at the time it generates the report.
Contents
| Field | Description |
|---|
| Only Show Contracts with Activity
|
Select this option if you want the report to include only those
projects with activity reported in the period specified in
Activity Period.
|
| Only Show Phases with Activity
|
If you restrict the
projects on the report based on activity, select this option if you also want to include only those phases with activity reported in the period specified in
Activity Period.
|
| Only Show Tasks with Activity
|
If you restrict the phases on the report based on activity, select this option if you also want to include only those tasks with activity reported in the period specified in
Activity Period.
|
| Activity Period
|
Use this option to select the period for the report.
-
Current — The period that is currently open.
-
Year-to-date — The current year through the current period.
-
Job-to-date — From the beginning of the
project through the current period.
-
Period Range — This is the period specified in the
Period Range field on the General tab of the Options dialog box.
This setting works with the activity options described above.
For example, if you select
Only Show Projects with Activity and select
Year-to-Date in this field, the report only includes those
projects with activity since the beginning of the current year.
|
