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shirinshaikh
Level 2
April 2, 2025
Solved

Report filter based on task name & status combination

  • April 2, 2025
  • 2 replies
  • 1330 views

Hello,

I need to create a report to filter out 2 specific tasks:

1) Task 1 - Asset Audit

2) Task 2 - Build

 

I want to filter out projects where Task 2 is in progress and Task 1 is not complete.

Task 1 - Actual end date is blank & Task 2 - Actual start end is not blank

 

When I tried "OR" in the filter, it either shows Task 1 / Task 2. I need to filter out the combination of task 1 + status & task 2 + status. 

 

Is there a way to create a filter for this combination?

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Best answer by skyehansen

Starting a new thread to address clarifications made by the OP

 

EXISTS:a:$$OBJCODE=TASK
EXISTS:a:actualStartDate_Mod=notnull
EXISTS:a:name=build
EXISTS:a:name_Mod=cicontains
EXISTS:a:projectID=FIELD:projectID
EXISTS:b:$$OBJCODE=TASK
EXISTS:b:actualCompletionDate_Mod=isnull
EXISTS:b:name=asset audit
EXISTS:b:name_Mod=cicontains
EXISTS:b:projectID=FIELD:projectID

2 replies

Sven-iX
Community Advisor
Sven-iXCommunity Advisor
Community Advisor
April 2, 2025

Why are you using an OR filter? Your definition above sounds like you want to AND the 2 conditions? 

S
shirinshaikhAuthor
Level 2
April 3, 2025

Hi @sven-ix That is correct. We need to use AND. However, with that I'm unable to specify for which task I need the completion date and which should have only start date.

 

Could you please suggest if there is a way I could do that?

 

S
shirinshaikhAuthor
Level 2
April 3, 2025

Pls share what type of report this is and your current filter


Sure. The report type is Task report.

 

Filter:

Project Portfolio ID = Roche AND Task Name = Asset Audit AND Task Status not equal to Cancelled / Complete

OR

Project Portfolio ID = Roche AND Task Name = Build AND Task Status not equal to Cancelled / Complete

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe ChampionAccepted solution
April 4, 2025

Starting a new thread to address clarifications made by the OP

 

EXISTS:a:$$OBJCODE=TASK
EXISTS:a:actualStartDate_Mod=notnull
EXISTS:a:name=build
EXISTS:a:name_Mod=cicontains
EXISTS:a:projectID=FIELD:projectID
EXISTS:b:$$OBJCODE=TASK
EXISTS:b:actualCompletionDate_Mod=isnull
EXISTS:b:name=asset audit
EXISTS:b:name_Mod=cicontains
EXISTS:b:projectID=FIELD:projectID

    S
    shirinshaikhAuthor
    Level 2
    April 7, 2025

    This worked, thank you @skyehansen 

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