The Project Period preset report displays key KPIs for your projects, organized into daily, weekly, monthly, and quarterly periods. You can add additional grouping or additional fields as needed.
IMPORTANT - Read more about how Runn accounts for scheduled vs. actual hours, placeholders, tentative projects, and overtime in the Runn Metrics Glossary.
Suitable if you are looking to report metrics for:
Produce a daily/weekly/monthly/quarterly report
Produce a report based on a customized date range
This report might not be right if you want to report metrics for:
Totals of a project
Portfolio of projects grouped by teams or Project Custom fields
Project Budget & Budget Remaining
Any person-based metrics such as utilization and capacity
Customize the Report
Learn more about how to use the Report Customization Features here
Budget metrics are only available at the Overview level (for the entire project duration), as Runn does not currently support budgeting by time period.
Default Settings
Tentative Projects are Excluded
To view tentative projects in the report, enable the Tentative Toggle.
Only Active Projects are included
If you would like to include archived projects, click on Project State and check Archived
Example 1:
Revenue report by client for a custom date range
Choose the Period Preset
Click Group on the top right > Add Grouping > Expand Project > Select Client
Click on the Time Period > Select Date Range > set the Start Date and End Date of the custom date range
Click Columns >Financials > Select Project Revenue, Project Profit, and Project Costs. (Uncheck columns not needed)
Example 2:
Forecast Potential Monthly Revenue for the Year
As a leader, I want to forecast potential revenue that includes confirmed and tentative projects at at least 80% winning probability, so I can make data-driven business decisions.
I should be able to see the amounts separated by Project Status and combined, and this should update automatically when a project moves up in probability to the correct threshold.
Setting up the projects:
Under Manage > Custom Fields
Set up a Project Single-Select Custom Field named Probability of Winning
Options should include "over 80%" (for tentative projects) and "Won" (for confirmed projects)
From the Project Planner > Select the Project > Populate the Probability of Winning field
Creating the custom report:
Go to Reports> Period
Turn Tentative Toggle On
Filter > Project Custom Field > Probability of Winning > tick Won and over 80%
Group > Add Grouping > Select Project Status
Columns > Financials > Tick Project Revenue
Time Period > Select Months > Define the time period
Click Create Report