Combined Reports

Is there a way to have reports combined so that they can be on the same screen or in the same report? For example my company needs to see what was completed the week before, what is coming due the next week and what is overdue. Right now we have to pull 3 separate reports for each client. Is there a way to combine reports so they fit in one view?

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2 comments

From what it sounds like, you could set up a custom report that has multiple filters on it. This would be through custom reports. Last week to show overdue tasks, "active" status, and "finished" status. Is this your issue, or do you do this and are trying to separate out the columns?

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👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Katherine, 

That is a great idea! I'm wondering if i just set the time frame to "This month" and selected all finished and all active. It would show us what has been marked completed and what is still open for the month! Thank you! I'm going to try this right now!

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