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Custom Report Grouping

Custom Report Grouping allows you to group Work Types together for use in filtering the Cost Summary Report.

How to Add a Custom Report Group

  • Hover over the Work Items tab and select Custom Report Grouping.

 

 

  • Click on Add New Group.

 

 

  • Enter a Name for the group and click the Save button.

 

 

  • Once you have created and saved your Custom Report Groups, you can tie them to Work Types by selecting the custom group from the drop down menu on the Work Type page.
  • Your custom report groups that are tied to Work Types can be used to filter the Cost Summary Report.

 

 

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