Reports by Client for Zoho Projects
I am using the Advanced Analytics add-on for Zoho Reports and I am trying to create a report which will report on the following for
each account by month:
- Projects (Open)
- Task lists
- Open tasks
- Closed tasks
- % complete
- Projects (Archived)
- Closed tasks
- Date of archive
(Accounts have been associated to Projects in Zoho CRM and synced to Zoho Projects.)
I cannot seem to find a way to identify the account in Reports. Can you please advise? (Note, we are not using time logging and we have no need to time log for the account on Zoho).
Thanks!