Reporting 3

John_Anetrella

I use a basic project plan with Start Finish Due and group names

I want to report at any given time what group is blocking progress.

The PP is not in waterfall and does not have a critical path so I need to determine by overdue.

How can I report overdue by group?

jmyzk_cloudsmart_jp

Hi @John_Anetrella

I would add an "OverDue" column, which determines if Today() >Due date. 😀

The example below uses the Sheet summary, but you can use a report and show the team by filtering by the OverDue.

https://app.smartsheet.com/b/publish?EQBCT=0e3baaa77888477f884da86883f13d5d

John_Anetrella

This is essentially a filter.

I wanted to run something like a pivot on it.

jmyzk_cloudsmart_jp

@John_Anetrella

When you say like a pivot on it, do you mean to show only the overdue item?

If so, as I commented in the previous comment, you can use a report with an overdue-checked filter.

When you only show some tasks out of a project, it is recommended to create a breadcrumbs column to show relevant information like parent.

example: Parent 1 >Task 1 Team A

=PARENT([Task Name]@row) + " >" + [Task Name]@row + " Team " + Team@row

https://app.smartsheet.com/b/publish?EQBCT=817d6a44451740e1a9aeb4d437511add