Custom Report Based on Assignee Department

[Jared Gullbergh]

I would like to build a report to show all tasks assigned to members of a particular department.  In some cases, there are assignment groups which correspond to departments, but not in all cases, so I cannot simply rely on assignment groups.  The department field is maintained within the user records.  I can see a way to do this based on the task contact (customer) but not based on the person or people assigned to a task.

Does anyone know a way to do this?

[Christopher Sik]

You can dot walk your filter to the Department field on the Assigned to field. In my attached example I built my report off the Task table, filtering for all active records where the Assigned to field is populated.

Then under Group by, I selected Assigned to, then clicked the > to the right of it which opened a flyout window with the User table fields. Then I selected Department from that list.

All records are then displayed grouped by Assigned to.Department

A bar chart report works well for this as it allows the user to see counts by department first. And then when a specific bar is clicked they will get a list of the tasks that contribute to that bar. But depending on your purpose you could also use a Pie Chart, Donut, or even a pivot table list view.