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

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Level 1

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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3 Replies

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Employee

@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!

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Level 1

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