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sljonashi
Level 4
September 28, 2023
Solved

Task Reporting

  • September 28, 2023
  • 1 reply
  • 1691 views

Is there a way in a task report to include a specific task and planned completion date?

 

In my example I have a report for all Late task. For the Late task I can pull in the Next task, see below. But I’d also like to pull in our Delivery task name and planned completion date for the project. Any thoughts on how to get this to work?

 

displayname=Next Task

listdelimiter=

listmethod=nested(successors).lists

textmode=true

type=iterate

valueexpression=CONCAT({successor}.{plannedCompletionDate},' - ',{successor}.{name})

valueformat=HTML

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Best answer by Kurt_Jones

sljonas, I think the below will get you what you need if I understood the question correct.  In example below we use Communication Deployed - EM for our task name for email deliverable, change it to your task name

 

displayname=Delivery Task
listdelimiter=
listmethod=nested(successors).lists
textmode=true
type=iterate
valueexpression=IF({successor}.{name}="Communication Deployed - EM", CONCAT({successor}.{plannedCompletionDate},' - ',{successor}.{name}))
valueformat=HTML

1 reply

Kurt_Jones
Community Advisor
Kurt_JonesCommunity AdvisorAccepted solution
Community Advisor
September 28, 2023

sljonas, I think the below will get you what you need if I understood the question correct.  In example below we use Communication Deployed - EM for our task name for email deliverable, change it to your task name

 

displayname=Delivery Task
listdelimiter=
listmethod=nested(successors).lists
textmode=true
type=iterate
valueexpression=IF({successor}.{name}="Communication Deployed - EM", CONCAT({successor}.{plannedCompletionDate},' - ',{successor}.{name}))
valueformat=HTML

    S
    sljonashiAuthor
    Level 4
    September 28, 2023

    This only works if the next task (the successor) is Delivery. My Delivery task can be two or more downstream so its not showing up. 

     

    In the example my delivery is task 31. So the successors for 13 is 14 and 17 is 18. It wont show task 31. Hope this makes sense.

     

    Kurt_Jones
    Community Advisor
    Kurt_JonesCommunity Advisor
    Community Advisor
    September 29, 2023

    sljonas, oh, got it.  If you just want to show the task info try the below with the name of your task

     

    displayname=Delivery Task
    textmode=true
    valueexpression=IF({name}='Communication Deployed - EM', CONCAT({plannedCompletionDate},' - ',{name}))
    valueformat=HTML 

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