How to add Project description in User report and Filter? | Community
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viovi
Level 4
February 2, 2024
Solved

How to add Project description in User report and Filter?

  • February 2, 2024
  • 1 reply
  • 918 views

Hello, 

 

How can I add a column for Project Description to a User report and also use it to filter results in this Report (as Project Description contains "some filter")?

Could you please advise?

 

Thanks in advance for the help!

 

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Best answer by Madalyn_Destafney

Hi there,

 

You’re correct that you need to decide a way to identify in the projects who the projects are created on the behalf of. Since this a project-related field, a user report still won’t work. Couple ideas:

1. Are you utilizing the project sponsor field in the overview section of projects? If not, this would be ideal. Anytime a project is opened for someone, the person is for is listed as the sponsor. Then you can pull a project report grouped by sponsor to see not only who had projects created for them, but how many. 
2. Create a project custom form field that is attached to all projects where the name is entered there. Same thing as above on how this can be used in a project report. If you’re not already using sponsor, that is easier.

1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
February 2, 2024

Hi there, what is your goal - are you trying to see all projects entered by or owned by XYZ users with the description of those projects as a column? You'll need a project report with a filter of project owner or entered by name. A project description is associated with the user object so a user report doesn't work for this.

If this helped you, please mark correct to help others : )
V
vioviAuthor
Level 4
February 2, 2024

Thank you, Madalyn. 

We have a dashboard with several reports, some of them are project reports, but this specific report is user report. Basically, we need to filter out users (to show in the  report) for whom we created certain projects. That's why I was thinking how we can bind them together. (Projects have their names as part of the Project name or we could add some specific filter words to project descriptions, when we create them).

Any ideas or workarounds?

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
February 4, 2024

Hi there,

 

You’re correct that you need to decide a way to identify in the projects who the projects are created on the behalf of. Since this a project-related field, a user report still won’t work. Couple ideas:

1. Are you utilizing the project sponsor field in the overview section of projects? If not, this would be ideal. Anytime a project is opened for someone, the person is for is listed as the sponsor. Then you can pull a project report grouped by sponsor to see not only who had projects created for them, but how many. 
2. Create a project custom form field that is attached to all projects where the name is entered there. Same thing as above on how this can be used in a project report. If you’re not already using sponsor, that is easier.

If this helped you, please mark correct to help others : )
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