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gurltech
Level 2
October 23, 2024
Solved

Project-Issue Combined Report

  • October 23, 2024
  • 3 replies
  • 729 views

I'm not sure this is possible given the relationship of project & issue but wanted to ask the community... We're trying to create a report that creates a combined issue & project.  Similar to this:  https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/custom-view-samples/report-combined-task-issue-view-grouping  The issues are in a request queue and not connected to any of the projects that would be in the combined report.  We have a few things in text mode but can't get anything to work.  The easiest solution would be to create a dashboard with 2 separate reports but the user was requesting 1 report so we at least wanted to ask.  Thanks!

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Best answer by skyehansen

no, the only way to do that would be to either report on the issues in the project (i.e. if you put an issue into each project, you could report on that issue alongside the issues from your queue), OR if the projects had been created from an issue to begin with, you could report on that originating issue alongside your request queue issues. Either of these two types of issues would be able to pull in project information and show it alongside the request queue issues.

3 replies

skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
October 23, 2024

no, the only way to do that would be to either report on the issues in the project (i.e. if you put an issue into each project, you could report on that issue alongside the issues from your queue), OR if the projects had been created from an issue to begin with, you could report on that originating issue alongside your request queue issues. Either of these two types of issues would be able to pull in project information and show it alongside the request queue issues.

Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity Advisor
Community Advisor
October 23, 2024

 

Hi @gurltech,

 

I invite you to consider our Swimlane Report solution which lets you easily tag Projects, Tasks, and Issues into a useful and combined Swimlane Report by Portfolio, Program, Project Owner, or Project. This video shows it in action, and if you think it's a fit, I'd be happy to chat further via doug.denhoed@atappstore.com

 

Regards,

Doug

V
VynetaRy
Level 2
October 23, 2024

I have been able to create a sort-of-combined report utilizing a project report that points to the issues (requests) in a queue project. I am able to pull information from the resolving project for issues that have been converted. My current use case is to create a report that looks like a board, but can be emailed as a PDF.  The challenges are that you can't easily sort the issues. Everything is more or less brute force, but if you want more information, I'm happy to share what I did. The first two columns are issues only, the second two are pulling information from the resolving projects for issues.

 

 

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