In reports, honor the actual parent folders for the selected projects/folders
I recently made a Weekly Project Status which targets two folders:
- Active Projects
- On-Going Projects
Active projects contains the following folders:
- Quality Assurance
I was happy to see that, in the report, I could group the projects by parent folders. I was rather confused with the results, however, as extra folders not in any of these folders were also displaying. Basically, the projects were tagged to display in folders outside the scope of Active Projects and On-Going Projects, and the projects were being organized by these projects as well.
While I understand that the projects are simply being grouped by their tags, it would be very helpful if only the tags that fit the original scope were used when grouping. This seems more intuitive.
Can I add that I have a problem with the order of the parent folders in a report. The parent folders are not listed in alphabetical order. I cannot work out what the criteria for ordering them is, maybe it is by date created. In any case there doesn't seem to be any way to change the order. Is there anything that can be done about this?
@Jason Thanks for sharing here! The behavior you're describing is a known issue and the goal is to make it work the way you describe (so that when you group by parent Folder, you'll only see Folders/Projects that you based the Report on). I'll try to update this post when the fix is released, but we also post weekly release notes, which will definitely contain a note about this fix when it's released.
@Alastair Parent Folders are ordered based on the number of tasks in the Report from that Folder/Project. For example, if Project A has 14 tasks and Project B has 16 tasks (which are displayed on the Report), then Project B is listed above Project A. Let me know if you have any follow up questions about that!
Awesome! Thank you!
@Jason, I have some great news: we just released a fix for this! Before, tasks or Projects showed up multiple times under all of their parent Folders. Now, they show up only under the parent Folder that a Report is based on. Thanks again for reaching out to us about this! :)
That's awesome! Thanks for letting me know! :)
I need to see the top-level parent folder in reports, not just the immediate sub-level folder.
@Anastasia, I know this is an older post but was curious as to what the update you were referring to fixed. It seems that I still see the same issues in my reports. "Now, they show up only under the parent Folder that a Report is based on." I am still seeing projects being shown under the parent folder they are based on but then alphanumerically on their own as well.
Hey Jennifer, currently, it depends on what Source Data you choose when building the Report. For example: if you've built a Report using sources that include a task that is tagged in two Folders, then the Report will show the two tasks in your Report nested in the appropriate sections.
Can you check where the task is tagged and check if these tagged locations are selected in your Report? Happy to keep discussing here so post back when you can 👍