Why are my reports pulling in other informataion
I have a report that I have filtered to pull in tasks for individuals. It's supposed to pull in any tasks that do not have a status of 'Complete' or 'Not Needed' but multiple tasks are pulling in that have been completed for many months.
How can I fix this?
Report:
Best Answer
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That would be why then. "Not Needed" is "not equal to Complete". Technically those rows meet your criteria.
For the first set, try "is not one of" instead of "is not equal to". This should allow you to select multiple options to exclude and will also allow you to get rid of the second filter group.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
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Are you able to provide screenshots?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi,
I hope you're well and safe!
Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!SMARTSHEET EXPERT CONSULTANT & PARTNER
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi All,
Please find 2 screenshots attached. You'll see its pulling in 'Not Needed' status tasks even though the filter is set to not include them. Wording in filter is identical to status'.
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@Laura Kelly In the screenshot of the report filter, I can't see what is off to the right. Do you have it set as "And" or "Or"?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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It's set as OR
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That would be why then. "Not Needed" is "not equal to Complete". Technically those rows meet your criteria.
For the first set, try "is not one of" instead of "is not equal to". This should allow you to select multiple options to exclude and will also allow you to get rid of the second filter group.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Ahhh i knew it was something simple. That worked. Thank you so much for your help
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Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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