Articles on: Reports

How to create a Project Timeline report?



Choose "Deal Phases Info" explore.
Add "Deal Title" under the the Deal view as a filter by clicking on the filter icon next to the field and choose a room/deal you would like to check.
Under the view Deal Phase Info, choose "Actual Start Date" field; under the view Phase, choose "Name" field and "Order" field.
Click on "Add" next to Custom Fields view and choose "Table Calculation" to create a "Phase End" calculation that picks up the actual start date of next phase as the phase end date of the current phase.

Run the report.
In the Visualization Pane, choose "Timeline" as the chart type.
In the Data Pane, sort "Phase Order" ascending, and hide the field by clicking the gear icon -> choose "Hide this field in visualization".

Updated on: 16/05/2023

Was this article helpful?

Share your feedback


Thank you!