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Cross Project Data Page

Access rich project data, effortlessly filter by region, location, supplier, and more, to boost revenue opportunities

 
Cross-project reporting is a tool that allows you to access data from more than one project at a time, providing you with wide visibility into your operations, tracking progress and more.. 
 
 

  • Volume Discounts: Score significant savings by skillfully negotiating better prices with your suppliers when you commit to purchasing larger volumes.

  • Financial Mastery: Easily compare product prices across projects, pinpointing areas for improvement in sourcing or project management to ensure optimal financial control.

  • Strategic Planning: Keep a keen eye on the progression of items through various stages, identifying potential risks early on and optimizing your project planning.

  • Traceability at Your Fingertips: Effortlessly manage maintenance schedules across different locations, ensuring you never lose track of the next revision required for your equipment. Stay on top of everything with smooth traceability.

Running a Report

  1. From the sidebar, go to Projects > Cross Project Reports.

  2. Select the projects to include in the report using our most popular 4 filters.
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    ​Pro Tip: You can use the advanced Filter to add more conditions, such as shipping addresses, order dates and more.

  3. Choose what columns to include in the report and reorder them as needed.

  4. Activate “Product Summary” to group key product properties in a compact card view, making navigation easier.

  5. Download the report as an Excel Worksheet.

     

Save Views

  1. Go to Cross Project Reports

  2. Load an existing view.
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  3. Update any of the filters, groups and columns according to your department’s latest requirements.

  4. Save Changes > “Save as New” and add the name.

  5. Click “Save”.

Next time, you can just load the view you just saved!

Views are shared with the entire team, making it a breeze to follow standard report formats.

Note: Only users whose role has “Edit” access to Cross Project Product Data Report Saved Views can update and create views.

 

 

We hope this article was helpful, please rate the article, and reach us via Live Help if you still need assistance.