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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!!

Lee Hodge Answered

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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

Boris Krutiy 0 votes
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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!!

Lee Hodge 0 votes
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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.

Permanently deleted user 0 votes
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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!

Lee Hodge 0 votes
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Lee, 

We are currently expecting the release of the Reporting Module approximately February 2015. 

 

Sincerely, 

Boris Krutiy - Clarizen Success

Boris Krutiy 0 votes
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