Reporting from Gantt Chart
I am trying to export to PDF a specific section of a gantt chart in order to have updates automated. I want to be able to print a single whole parent line with included children lines and have them all show in the same gantt chart without including the rest of the parent lines.
I am able to do this now if I just export to PDF and spend some time making the formatting work and selecting the right lines and so on. I am really hoping there is an automated way to do this though. Any help would be greatly appreciated!
Best Answer
-
@Jonathan G an easy way to do this is to do this:
- Add a
REPORT ON
column to your Gantt Sheet - Set REPORT ON value to YES or any word actually.
- Create a report of the Gantt sheet that is based on the
REPORT ON
column. - Export the report to PDF
- Add a
Answers
-
@Jonathan G an easy way to do this is to do this:
- Add a
REPORT ON
column to your Gantt Sheet - Set REPORT ON value to YES or any word actually.
- Create a report of the Gantt sheet that is based on the
REPORT ON
column. - Export the report to PDF
- Add a
-
Thank you! That's definitely one way to separate the right section into a report, but is there a way to send out the report as an exported PDF or email every 2 weeks or something? I can't find the same automation actions on the "report" as I can with the standard sheet. Everything else you suggested worked though (except for the parent/children positioning).
-
You can do this from the report menu --- choose Send as Attachment and use the Schedule link on the dialog.
-
Hi @Jonathan G & @Mary_A,
💡A quick tip.
In my client solutions, I’ve started to use the multi-select column, and I add all the different reports and what should be included in them. It works perfectly for defined ranges and to include parents or specific rows or similar.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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