customer_project reporting

CV1
Tera Contributor

‎02-14-2024 05:22 PM - edited ‎02-14-2024 05:23 PM

Hello all ,

Looking for help on how to report 

  • Single report that will show main project tasks, sub project tasks, and actions
  • How to report on sub tasks.
  • report on projects that went live in the last quarter and e duration of the tasks for those  projects.

TIA

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Dr Atul G- LNG
Tera Patron
Tera Patron

‎02-15-2024 04:18 AM

Hi @CV1 

 

If there is no direct relation ship between these3, then create a Database view and get a report. 

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Mark Manders
Mega Patron

‎02-15-2024 05:04 AM

You can create a report from the lowest level (task) and dotwalk to the other fields (like project), sort by project and you have everything.

Looking at the last part: why not use the project workspace?


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Mark
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