+3
Under review

Finding vendors who've done # of jobs for a specific client?

Seyma Albarino 2 years ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 2 years ago 2

We want to identify potential editors for a specific client. In order to be considered, these vendors must already have worked on 50 or more translation or transcription jobs for this client. I'm having trouble pulling this data.

In the Vendors module, I can find vendors who have done at least 50 jobs, including at least one job for this client. This means that I'll sometimes find vendors who have done more than 50 jobs but only one or two jobs for the client. I don't want them to appear in my search because they aren't qualified to be considered for editing. 

In Projects > Jobs, I can find all the jobs a vendor has done for this client, but it's time-consuming to tally the number of jobs per vendor. 

How can I find vendors who've done 50 or more jobs for this specific client? Thanks.

Create a Job view with Vendor, Job Type and Client i.e. filter all the job types you want for to look at for this client. Export and use the Subtotal functionality in Excel, using Vendor as the key and Count as function. That's what I do.

Under review

I'm afraid there's no direct way of filtering such Vendors in XTRF. 

As an alternative to the Idea of Jussi, I could propose running a report in the Reports module. Data type Number of Jobs, Client name as the filter (in addition you can include there job status, jobs from only external vendors etc.) and the Vendor in the Rows of the report.

The system would give you a table with the names of Vendors and count of completed (depends on the filters) jobs for the selected clients, like this: