Costs & Metrics reports

Introduction

This article provides background information about using and analyzing problems relating to various Costs & Metrics reports.

To display Cost & Metrics reports, select Projects → Project list → Actions → (choose) → Reports → Costs and metrics.

In this section, you can choose more specific forms that contain actual information:

  • Assignment and words,

  • Costs and words per customer or custom field,

  • Costs and metrics per linguist,

  • Initial metrics, assignment and costs,

IMPORTANT!

The Initial metrics here actually reference the most recent analysis event for the project. For example, you create a project with no matching segments at all, translate it and then reanalyze it. All segments will be assigned ICE matches and this will be reflected in the Current Metrics and the "Reanalysis" event in the Metrics history. Costs based on Initial metrics will be based on ICE matches.

To learn more about Metrics, click here.

  • Metrics, custom fields included,

  • Project cost, metrics per step,

  • Project cost, metrics and assignment per step,

  • Words, time per linguist, language and task.


Correct ways to generate Costs & Metrics reports

Method 1

Method 2

Method 1

Method 2

  1. Go to Projects → Project list → Actions.

  2. Use the checkboxes to select a specific group of projects.

  3. Select the Costs and metrics report from the dropdown list and then the required report type.

  1. Go to Projects → Project list → Advanced Search.

  2. Find a specific group of projects using the selected filters.

  3. Go to Projects → Project list → Actions (after filtering out irrelevant projects, you do not need to use checkboxes, as all filtered projects should be included in the report, no matter how many there are).

  4. Select the Costs and metrics report from the dropdown list and then the required report type.


Process of generating the Costs & Metrics reports

  1. XTM Cloud checks if costs have previously been generated in a specific project (you can check this in the Project editor → Estimates → Costs).

1.1. If costs have not been generated before, XTM Cloud forces their generation when it generates the report.

1.2. If costs have been generated before, XTM Cloud checks if they were generated correctly (without warning or error messages).

1.2.1. If the most recent generated costs are correct, XTM Cloud will move them to the Costs & Metrics report.

IMPORTANT!

In this case, XTM Cloud will copy the costs regardless of the basis on which they were generated. For instance, if the previously generated costs were based on initial metrics, and the report contains information about current metrics by default, then the costs generated on the basis of initial metrics will be included in the report anyway.

1.2.2. If the most recent generated costs are incorrect, XTM Cloud will start checking costs that were generated earlier.

1.2.2.1. If any of the previously generated costs are correct, XTM Cloud will move them to the Costs & Metrics report.

1.2.2.2. If none of the previously generated costs are correct, XTM Cloud will force a new costs generating for a specific project.

What are the possible costs generation results when generating a Costs & Metrics report (1.1 and 1.2.2.2)?

  1. If the costs are generated correctly → information about the project will be included in the report.

  2. If the costs are generated incorrectly → the project involved will not be included in the report.


Correctness of costs generation

Correct costs generation is defined as generation without warning or error messages. In Project editor → Estimates → Costs, warning or error messages are represented by a yellow or red icon on the right-hand side of a particular row. When you hover over this tooltip, you will see information about what needs to be reviewed and improved so that the costs can be generated correctly (click here for more information and troubleshooting guidelines).


Inclusion of costs entries with WARNINGS in Costs & Metrics reports

By default, projects with incorrectly generated costs (yellow or red) are not displayed in Costs & Metrics reports. However, it is possible to include costs entries with WARNINGS (yellow) as well. For this purpose, we can first decide if such a possibility is to be selected by default, in the XTM Cloud UI (Configuration → Data → Estimates → Costs settings → Costs settings → Include costs with warnings in Cost and metrics reports). Administrative privileges are required!

The following reports include an additional option, which you can select if required: Include costs with warnings in Cost and metrics reports.

  • Costs and words per customer or custom field,

  • Costs and metrics per Linguist,

  • Initial metrics, assignment, and costs,

  • Project costs, metrics per step,

  • Project costs, metrics and assignment per step.

 

When you select this option, the following will occur:

  1. Reports will always have a new Project cost warnings column containing YES or NO value.

  2. If costs are correct (blue mark), the column will say NO.

  3. If costs have warnings (yellow mark), the column will say YES, and the report will contain data for the project, including incomplete costs.

  4. For costs with errors (red mark), there will be an attempt to generate costs again. If the generated costs are correct or with warnings, they will be listed in the report. If the costs still have an error, they will be skipped.


How to choose the basis for costs when generating Costs & Metrics reports

Costs can be generated on the basis of metrics (initial/current), statistics (source/target) or manual time tracking. To select the basis for generating costs and Costs & Metrics reports, select Configuration → Data → Estimates → Cost settings → Cost settings → Default cost type.


Good to know!

In the case of any other issues involving generating Costs & Metrics reports, make sure that you have read the article below. It describes and provides troubleshooting tips for the most common causes for incorrect cost generation: Costs & Metrics reports - most common issues & troubleshooting.