#371: Quire Feedback
Status: Completed
Tag: Resolved

I would like to request a reporting feature that displays monthly stats per project?

I think monthly is fair as a first ask :-)

Created by Lee Sharlia Apr 4, 2017, Edited Jun 21, 2017

Has anyone requested a report that shows all uncompleted projects across all organizations? I'm an accountant and I've set up business clients as organizations & individual tax return clients under an "Individual" organization. For me, it would be useful to see a list of all uncompleted "projects" e.g., uncompleted tax returns. I tried SmartFolder, but it stops at 5 projects. I might have 10 or 15 clients with open items or even multiple "projects" per client. Or perhaps to export to Excel and then I can add a column for anticipated revenue so I can track how much money/revenue is coming in once projects are completed.

Antonio, Mar 5, 2019

Quire is a nice tool.

Antonio, Mar 5, 2019

Hi @antonio-85,

I will bring your suggestions to our team for further discuss. Thank you for letting us know your ideas and feedbacks. I hope you enjoy using Quire 😃

Vicky, Mar 5, 2019

Hi Lee, Yes, a report feature is already on our list for the upcoming Quire 2.0. There will be a stats page (including chart, graph and summary) for each user, project and organization. Thanks for the suggestion. 😃

Crystal, Apr 5, 2017

I found a work-around to highlight, select, and copy the left frame with Organization-> Project and paste into Excel. Then we can slide in amounts to track upcoming revenue into a column in Excel. A global project(s) report would be a nice feature, though.

Antonio, Mar 5, 2019

Hi Lee, The report (stats) is now available in the Profile view of each project, organization and user. 😃 Screen Shot 2017-06-21 at 12.50.37 PM.png

Crystal, Jun 21, 2017