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I am trying to build a report for someone that includes tasks that are assigned to them along with items that need their approval.


Level 1

The problem with the approval part is that they are usually a stage and the task associated with the approval wouldn't be assigned to this person.


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2 Replies


Level 10

You may want to create a dashboard with 2 reports in it. One for tasks and one for approvals.


Level 1

Hi Randy! I am fine with having 2, but the issue then is I am having trouble getting a report to show all the tasks that need to be approved that have stages.