+1
Late jobs and projects report
We are looking for the simplest way to isolate all jobs and projects delivered after the set deadline. Ideally, we would like this to appear in a monthly report. Does anyone have a suggestion? In Jobs, I can add columns for "Deadline" and "Finished", but creating a custom column is very complex because of how the date and time data works. And even if we manage to create a custom column, we wouldn't be able to use it for filtering.
Customer support service by UserEcho
Thomas, is your question about how todo this in XTRF? If so, I don't have an answer. We also struggled with this issue. We also struggled with how XTRF creates the Delivered date. It's been awhile since I've looked at it, but I remember our workflows didn't always match up with they way XTRF defined project delivered date. We do use a custom field called "actual delivery date". So yes, we have a deadline, delivery date, and actual delivery date. We export the data via api and run reports where we compare the deadline to the actual date. It works for us. Happy to give more detail and try to remember why we created this if it would be helpful.
Hi, Mark! Yes, can you explain how the "actual delivery date" in your custom field is calculated and filled? This could be helpful.
Hi, Mark. Just following up on my question above.
So sorry. I must have missed this.
Let me know where your complication is because it's pretty straightforward for us. I'm happy to take this offline if you'd like, but I'll do my best to tell you what we do. And of course, I hope this answers your question.
In short, we use the Client Deadline field and a custom field that we call, Actual Delivery Date which is a date/time field. Our PMs are instructed to fill it out everytime they deliver a project. It's been a while, but if I remember correctly, we do that because we frequently deliver projects outside of XTRF and that means the Actual Delivery Date ends up remaining blank.
We don't use XTRF for reporting. We export all our data daily to google Big Query and then create visual reports via Data Studio. In Data Studio, the date-time fields are recognized as such and we can create simple calculations to determine late projects or on-time percentages. Sometimes we export the data to Google Sheets where we do need to manipulate the data to have it recognized it as a date-time - but it's annoying but simple to do.
If you're trying to do this in XTRF, I can't help you. We made a decision years ago to not use the XTRF reporting as it was too limited for our needs.
Again, happy to fill in more detail. Just let me know what I can tell you.
Best,
Mark