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Looking for a way to print out current projects and status

Lena Shore

November 19, 2013 16:49

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I am in a situation where I need to print out a summary of all jobs and status as well as doing the same thing for specific clients. I don't need costs and would rather be able to leave that off in some cases.

What is the best way to achieve this? I see Summaries and also Reports. I would like something with these fields:

• Client name
• Job name
• Job number
• Estimated Due Date
• Contact
• Status
• Notes/Details

Currently, I am using Merlin, Things, Numbers (Spreadsheet) and Studiometry. There has got to be a way to simplify some of this. (:

Any advice would be much appreciated. Thanks!

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7 comments

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  Oranged Support November 19, 2013 19:42

  Hi Lena. You can get most of this via a Custom Summary. 

  If you set it up like this, you'll get everything for all clients > Projects, but you won't get the Project's Contact(s) or notes. We can add those as feature requests for project fields for an upcoming update.

  

  Unchecking the "Show" box next to Debt will hide the individual items and just show the Clients > Projects.

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  Lena Shore November 19, 2013 22:41

  Thank you so much for the quick response! This helps a great deal.

  I do have a question about filtering. I have some projects that are ongoing repeating projects that I don't wish to display (like web hosting). I adjusted the "Project" area to have all the categories selected, BUT the hosting (5 out of 6 categories). However, it just shows a bunch of clients with no projects. I'd rather not list clients without projects. What am I doing wrong?

  Thanks!

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  Oranged Support November 19, 2013 22:46

  Hi Lena,

  Make sure you have "Hide Tiers Totaling Zero" checked, that should hopefully make sure that a client/project will have to be included within the filter for it to show up. The only problem then is that if a project does not have any work items on it then it may not show up.

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  Lena Shore November 21, 2013 01:04

  Is there any way to sort these by category and ignore the total amount?

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  Oranged Support November 21, 2013 03:21

  Hi Lena,

  You can decide how each tier sorts by changing the "Sort" selection for that tier. You can change the project's sort to Category to have them sorted within their client by their category. 

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  Lena Shore November 21, 2013 13:12

  You know, I think I am probably a big dummy. Something clicked. Thank you! I swear I was doing these things before and it wasn't working. But, now it is. I guess I just needed to understand what it all meant. Thank you for your patience. This is fantastic!

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  Oranged Support November 21, 2013 13:57

  Glad we could help, Lena!