Preserving Task Rollup in a report?

Wayne Daigle

I would like to create a report to be sent out on a recurring basis that is essentially a filtered version of a report, (i.e. only showing tasks that have not been completed and filtered for tasks for a two week period in the future.  I've been able to set the selection logic up in the report, but it does not bring the roll-up structure.  All I get is a laundry list of the selected tasks.  I can accomplish the view I want by filtering the sheet itself but I don't think I can send this as are report automatically on a recurring schedule.  Does someone know how I can either create a report that preserves the roll-up structure OR send a filtered report on a schedule?  

 

Wayne Daigle

J. Craig Williams

Wayne,

 

Hierarchies do not come over to Reports. It has been requested.

I would say frequently requested, but that is subjective.

 

Craig