The Actual vs. Estimate report gives you an overview of the actual time spent working on an Aero versus the estimated time.
- Filtered for Completed Aeros only
- Date range is This Week. The dates used for the date range are the Start Date of the Aero.
- By default, the Aeros are grouped by User (also known as Team Member or Assigned to)
- Columns: Date, Status, Subject, Company, Type
Click the Print link in the upper right corner to save the report as a pdf or to send it to a printer.
Click the Customize link to see all your customization choices. The customization options give you the ability to create many unique reports based on this starting point.
- Date Ranges- you can choose from a wide variety of date ranges: Today, Yesterday, Tomorrow, This Week, This Week To Date, Last Week, Next Week, This Month, This Month to date, Last Month, Next Month, This quarter, This quarter to date, Last quarter, Next quarter to date, This year, This year to date, Last year, Next year
- Aero weeks run from Saturday to Sunday
- Quarters are standard quarters
- If none of the pre-defined date ranges work for you, you can enter a custom range.
- Filter Options
- Category: All, No emails, Tasks only
- Company: All, or one specific Company
- Status: Completed, Deferred, Completed and Deferred, All
- User: All, or one specific user
- Grouping Options- Grouping gives you subtotals for that specific group.
- Available columns - you can choose to see the following columns:
- Due Date
- Date Completed
- Fixed Fee
Click the Report to CSV button to export the report to CSV. Data will be exported according to your filter options. All columns will be included and the data will not be grouped in any way.
After you have customized a report, you can click the Memorize link in the upper right corner to save your custom report so you can run it again. You'll be given a chance to name your report and even give it a description. The next time you want to run your custom report, click the Memorized tab, find your custom report, and click Run Report.