Hi,I wanted to create a report with the task names assigned to a resource to work on and group by project name. | Community
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AjitNa
February 9, 2021
Question

Hi,I wanted to create a report with the task names assigned to a resource to work on and group by project name.

  • February 9, 2021
  • 1 reply
  • 591 views

I wanted to create a report with the task names assigned to a resource to work on and group by project name?

I tried but unable to generate it. Please help.

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    1 reply

    NicholeVargas
    Adobe Employee
    NicholeVargasAdobe Employee
    Adobe Employee
    February 11, 2021

    @Ajit Nayak‚ If you don't have any specific filters for this report, it would be a basic Task Report.

    1. Create a new Task Report.
    2. The column for Task Assignments is by default, already there. It will list all users that are assigned.
    3. Select the Groupings tab and then in the bottom right corner, click +Add Grouping.
    4. In the field dropdown menu, search for Project Name.
    5. Then, if that's all you need, you can click Save and Close. You will be prompted to rename your report.

    If you have any questions, let me know!

    A
    AjitNaAuthor
    February 12, 2021

    Thank You it helps.

    A
    AjitNaAuthor
    February 12, 2021

    I need a similar kind of help to get a report to fetch all documents uploaded based on the project name. Whenever any new document is uploaded or added the latest should appear.

    1st column :Project Name

    2nd column:Document link for the related project

    Let me know if that can be done.

    Thanks,

    Ajit

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