Include more information in Reports

Would it be possible to get additional information in reports?  What I am looking for is to be able to pull in custom fields on the project page into task level reports.  I need to view reports at the task level to ensure certain quality tasks get completed.

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Stephanie Westbrook

Hi Luke, are you able to make the Custom Fields visible on both the Project and task level or do you want the fields visible on only the Project level?

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Stephanie,  I am looking for a way to run a report by task, but I want to be able to group the report by custom fields included on the Project Page.  As an alternative, I would take the option of being able to cascade custom fields and values to all tasks in a project. 

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Stephen

Thanks for getting back Luke, this information helps our Product Team understand the application of the suggestion. Any updates to adding Project fields to task reports and we'll post back here 👍
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I also need the same feature as Luke. We need to groups task by project in report and to be able to see the project custom fields. 

Do you plan to add this feature soon ? 

Thanks, 

Sébastien 

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Stephanie Westbrook

@Sébastien We did release the ability to group tasks based on the Folder/Project they're tagged on - hierarchical sorting. Have you had a chance to check out that feature? I think that will help with the first part of what you're looking for. 

 

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Currently, you would have to run two reports to get a full snapshot of a project. Some features that would work are:

  • Using custom fields on the project level as a filter on a task report. ie. Only show tasks that are under a project marked as Parent Project (Project Custom Field).
  • When creating a task report have the option to show the data within the project's custom fields. ex. Status, Latest Update

The possible solution would be to allow a project and task report so that you can use data from both. 

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