Lee,
If you create the report at the Work Item level instead of Project, you will be able to see Project, Milestone and Task level work items.
Sincerely,
Boris Krutiy - Clarizen Success
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How do I create a report with Project and Task data?
I am trying to to generate a report with items related to the Project level, specifically:
- Project - Name
- Project - Internal ID
- Project - Type
- Project - Project Manager
- Project - Manager
- Project - Account Manager
I also want to include in the same report items on the Task level, specifically:
- Task - State
- Task - Start Date
- Task - Due Date
One of the key triggers (filters) for the report would be a specific Task - Name.
How do I go about doing this? I have made several attempts and have thus far been unsuccessful.
Many thanks!!
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Thanks you Boris!
Unfortunately however, unless I am doing something incorrectly, The only 'Task' level item I get to is "Task Type".
Any other thoughts / recommendations?
Thanks!!
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Hi Lee,
Unfortunately you are correct. Running a report on work items doesn't give you the hierarchy that you're looking for - it flattens the list without the structure of the Clarizen Work Plan.
We do have an Excel Plug-In available in the apps marketplace that would allow you to query your data via API and allows you to use the full flexibility of Excel. Here's a direct link to the information page and installation: http://www.clarizen.com/appsmarketplace/item/Clarizen-Excel-Add-in.html
We are also coming out with a brand new reporting module in the next few months. See attached for a high level roadmap for the Reports module.
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Thank you for the details Vanessa!
Do you have an estimate as to when the new reporting module would be available?
Thanks!
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Lee,
We are currently expecting the release of the Reporting Module approximately February 2015.
Sincerely,
Boris Krutiy - Clarizen Success
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