#OptimalPrime: Make More Informed Decisions with Custom Search Reports

At Function Point, ‘Prime’ is the name we give to the people at your agency who know how to best use the system. Each month we’ll share new tips and tricks from our system to help you Transform your Function Point skills from average to amazing. Tune in each month to elevate your game, and if you miss any previous posts, check out #OptimalPrime on our Twitter: @functionpoint.

Get the Most Out of Your Search

Having one central location to work on all your projects means that all your data is stored in one place and is available at your fingertips. When it comes to your business, you want to be able to make informed decisions quickly, rather than weeks after a project is closed.  

Using Function Point’s custom search reports, you have access to the real-time data that’ll ensure your everyday decisions are well informed. Whether it’s how much time Sarah spent on design work vs. copywriting, or the health of the projects for your biggest client, custom search reports will show you what you want to know, when you want to know it.

Here’s How:

1. Click on any module with a “Find” page. For example: “Find Timesheet”.
2. Add the filters you wish to search with (for example: “Staff Name” and “Work Date”) and click “Find Timesheets”.
3. Click “Manage Columns” to choose what you want to see in your report.
4. Click “CSV” and then click “Export Current View”.

Searching for an easy way to view information about team productivity or client profitability? Use the custom search reports on every “Find” page to get the information you need in less time than it takes you to refill your coffee.

Stay tuned for the next #OptimalPrime where we continue your transformation into a productivity pro with a new trick in FP.

Marissa Ho

Brand & Product Coordinator

Marissa was raised on a steady diet of mountain and ocean activities. She’s a product marketer by day, reader by night, and human being by day and night.