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Running a report on tasks plannedfor the next week directly from the project

Hi

I am new to Clarizen reporting and need to produce a report for each project that shows clearly the tasks that were planned and completed the week before, those started but not completed and those planned for the next week.

Ideally the report will be run from the project (similar to the highlight status report) without having to go to the tasks and filter out specific clients and projects, so that it can easily done live during a meeting, and rather than an email highlight status report being sent.

Thank you in advance for your help!

Lisa Answered

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You can definitely do this in a format that would be very similar to the highlight status report, but it would require some heavy configuration. The easiest way to do this would likely be a report with three different tabs: one for tasks completed last week, those that are in progress, and another for those starting next week that have not been started on.

Josh Santos 0 votes
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