The Project Count by Account Plan report shows how many projects were created by accounts within specific account plans, within the specified time period.
To run the Project Count by Account Plan report:
- Click Projects in the left column:
- Select the start date with Date From and end date with Date To for your report:
- Change the menu labeled Choose Report to Project Count by Account Plan
- Click the Generate Report button:
The results of your report will be displayed on screen:
Export these results to a CSV file for viewing in a spreadsheet program, such as Excel, by clicking on CSV Export:
Alternatively, you can view a list of users within an Account Plan, who created by a particular user during the specified time period, by clicking on an Account Plan in the report results displayed on screen:
