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Preserving Task Rollup in a report?
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. ย I've been able to set the selection logic up in the report, but it does not bring the roll-up structure. ย All I get is a laundry list of the selected tasks. ย 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. ย Does someone know how I can either create a report that preserves the roll-up structure OR send a filtered report on a schedule? ย
ย
Wayne Daigle
Comments
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Wayne,
ย
Hierarchies do not come over to Reports. It has been requested.
I would say frequently requested, but that is subjective.
ย
Craig
