The Project Cumulative Report shows the cumulative / running total of projects. Columns display the totals from the project's inception to the end of the period.
This is useful for tracking how your project KPIs have accumulated so far and for forecasting future financial progress. The report is most commonly used for end-of-month reporting.
Views
Similar to the Planners, you can apply Views set up for your Runn account to reports to view a pre-filtered list of projects. It is based on the Project filters set up in the view.
At the moment, the following filters are not supported:
People & Placeholder filters
People Custom Fields filters
As a result, applying Views created based on the above filters is not supported. The results might not be displayed as expected.
Fields
Fields add static information to your data table, which you can use to narrow down the data rows displayed in your reports.
First, add the fields you need by clicking the Fields button, then search and filter on the set of related data using the filter or search boxes displayed above the columns.
Fields available:
Project ID
Client
Project Status
Contract Status (same as Project State)
Pricing Model
Primary Team
Start Date
End Date
Project Tags
Project Custom Fields
Group by
Group by lets you view relevant report data based on project groups.
These include:
Client, Primary team, project status, contract status, pricing model, Single-select Project Custom fields
You'll also be able to view each group in more detail to see how your totals add up from each project.
Date Range
Date Range allows you to choose the timeframe that your report will show metrics for. The date will automatically adjust to the start or end of the week, month or quarter based on your Period choice.
Period
Period allows you to select the time period for grouping your report metrics. Options are: Week, Month, and Quarter on most reports.
Metrics
Metrics are the numerical values and calculations that appear in your reports, such as hours, revenue, or utilization.
You can customize which metrics to display and export, by clicking the Metrics button. Metrics are added as additional columns to your data table.
Metrics available:
Billable Hours
Non-billable Hours
Total Hours
Project Revenue ($)
Project Costs ($)
Check out the Metrics Glossary to learn more about the definitions of each metric.
Display Units
Only Hours is supported (FTE is not available). All metrics on the Project Cumulative report are rounded to the nearest 2 decimals.
Export CSV
All tables can be exported as a comma-separated values (CSV) file.
The export file will include all visible rows and columns, based on the fields and metrics you have selected.
The export file will exclude any rows that have been filtered out.
Example
Click on the images to enlarge
You want to see how your project Model Z User Interface has unfolded for the two weeks between 25th January and 7th February. The project started on 25th January.
The roles and people assigned to the project are:
Celine: Designer (project rate $120, cost to business $59)
Beyoncé: Developer (project rate $150, cost to business $62)
Bob: Developer (project rate $150, cost to business $61)
Bon: Developer (project rate $150, cost to business $61)
George: Project Manager (project rate $100, cost to business $74)
For the sake of simplicity, no timesheets have been filled in for this example, so we're looking at scheduled hours only. If there were actual hours logged against this project, those would have been used in the calculations instead. See Reports Guide for more info.
Week 1: 25 - 31 Jan
Billable hours = 20h + 35h + 35h + 35h + 20h = 145 hours
Non-billable hours = 0 hours
Total hours = 145h + 0h = 145 hours
Project Revenue ($) = $2400 + $5250 + $5250 + $5250 + $2000 = $20,150
Designer (Celine) = $120 * 20h = $2400
Developer (Beyoncé) = $150 * 35h = $5250
Developer (Bob) = $150 * 35h = $5250
Developer (Bon) = $150 * 35h = $5250
Project Manager (George) = $100 * 20h = $2000
Project People Costs ($) = $1180 + $2170 + $2135 + $2135 + $1480 = $9,100
Designer (Celine) = $59 * 20h = $1180
Developer (Beyoncé) = $62 * 35h = $2170
Developer (Bob) = $61 * 35h = $2135
Developer (Bon) = $61 * 35h = $2135
Project Manager (George) = $74 * 20h = $1480
Week 2: 1 - 7 Feb
Same breakdown as above.
Billable hours = 145h
Non-billable hours = 0 h
Total hours = 145h
Project Revenue ($) = $20,150
Project People Costs ($) = $9100
Here's what the report will show you:
To 31 Jan
Billable hours = 145h
Non-billable hours = 0 h
Total hours = 145h
Project Revenue ($) = $20,150
Project People Costs ($) = $9100
To 7 Feb
Week 1 + Week 2
Billable hours = 145h + 145h = 290 hours
Non-billable hours = 0 h + 0h = 0 hours
Total hours = 145h + 145h = 290 hours
Project Revenue ($) = $20,150 + $20,150 = $40,300
Project People Costs ($) = $9100 + 9100 = $18,200