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Level 10
May 7, 2021
Question

Filtering reports

  • May 7, 2021
  • 1 reply
  • 1097 views

Hi

I have a group that has multiple needs of different ways to view their task report. I am trying to get them to stop entering everything in Excel in addition to WF and their complaint is that they can't easily sort and filter the WF report to get the view they need.

I can do what they need by copying the task report and adding a Prompt but I wind up with 3 task reports, each with a different prompt looking at the same set of projects/tasks. Itt would be so much better if the prompt or filter could be a custom filter that they can select and apply to the one basic report.

Is this possible? I can't figure it out.

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1 reply

Level 6
May 7, 2021

Hey Jill,

Can you create a filter and share with them?

JillAcAuthor
Level 10
May 7, 2021
I don’t know how to make a filter where it acts like a prompt and you can choose from a list of choices from the custom field, that’s where I’m stuck.
Level 6
May 7, 2021

Don't mind at all! I am out Thursday/Friday next week, but available afternoons M-W