Task Summary Report

tvanemon

How do you group a task summary report by the primary row? ie I have tasks underneath a primary task that are all indented. I would like to see all sub tasks grouped under the primary so I can say, of the 10 sub tasks what is the status of these?

Matthew J McAteer

Hi @tvanemon,

To achieve this you will need to add a column to your sheet to capture the Parent of each Child row. Put the formula =PARENT([Name of Primary Column]@row), and change it to be a column formula. The parent rows will not have any values. Then in your report, you can filter by the column that contains the formula. The Parent rows will show at the bottom of the report under the grouping of Blank. If you don't want that to show, add a filter to only include where the column with the formula is not blank.

Hope that helps 😊

Matthew