Help Creating a Complex Report
Hi! I am trying to create a report for my ops meeting that will show milestone tasks always grouped under its specific project, followed by non-milestone tasks due.
For example:
Project Name
- Starred Milestone tasks
Unstarred tasks
- task 1
- task 2
I have all of the above already working, but where I'm getting tripped up is having all milestone dates showing, regardless of completion status or outside of the date range I have specified for the other tasks. Is this possible?
Best Answer
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Greetings - Have you experimented with the grouping levels in report builder? I'd think you can make a group that pulls the milestones (one helper column indicating the milestones) and an "OR" column that pulls the tasks and sub tasks that meet your criteria.
Hudson
Answers
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Greetings - Have you experimented with the grouping levels in report builder? I'd think you can make a group that pulls the milestones (one helper column indicating the milestones) and an "OR" column that pulls the tasks and sub tasks that meet your criteria.
Hudson
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HI @Hudson_Miller , I did!
I've actually just created a filter, available on all projects, that shows milestones at the top, regardless of date, with all other tasks still available underneath. This is probably the simplest solution for this team at the moment.
