Reporting - Parent and Task Records

[Kevin Palmiter]

Hey all,

Hoping to get some pointers on a specific reporting request we have.  We want to generate a report that shows Parent and Child Tasks organized together - for example, Incidents and Incident Tasks for a given team.  I know how to pull that data together itself, but it's been a bit cumbersome to try and get everything to show cleanly.  Specific asks:

1. Is there any way to group records by Incident#, with Incident Tasks nested under their parent incident?  Grouping by Incident # works for the tasks, but the Incident don't have "Incident Number", just "Number".
2. If we pull this data directly from the Task table, there are redundant columns that show for each table type as seen in this screenshot.  Is there any way to consolidate those?
3. 
   

[Dr Atul G- LNG]

Hi @Kevin Palmiter 

Greetings!!

Just to simplify, you want Catalog task under Parent in report?

Like

Parent 

 Task 1

 Task2

[Kevin Palmiter]

Yes, that's what we're looking for.

[Dr Atul G- LNG]

Hi @Kevin Palmiter 

Will this work:

[Kevin Palmiter]

So that works for the tasks themselves, but we're looking to include the details of the parent in the same report/view.  So in your example, we want to view the RITM and the Catalog Tasks in a single report with each RITM listed individually and each related Catalog Task grouped underneath it.