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Simple Report Question

Created: 03 Jul 2012 | 3 comments

Hello,

I am trying to create the following report and need any guidance that can be offered.

Process Number,  Title, Creation Date, and Primary Task Owner.

I am able to get the Process Number, Title, and Creation Date.

I am unable to figure out how to get just the Primary Task Owner - is it possible to retreive it?

Thanks for any help.

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AussieConsult's picture

By "Primary Task Owner" do you mean who the task is assigned to ?

If so, then this is a simple thing to add to your report.

Open the report designer, add the fields you normally add, but on the left, make sure you select 'Add Tasks to Report'

Still on the left, select 'Not Completed' under tasks

(This should now only show you currently assigned tasks)

On the right again, select 'Task assignments'

This should now show you the user / group that 'own' the ticket at that time.

WK01's picture

Hello James,

This almost gives me what I need.  There is one tweak I am trying to figure out.  Our tickets may have multiple subtasks assigned within the the incident.  We are only looking for the Primary Ticket Title and Primary Task owner.  We do not want to include any of the Subtask details in the report.  Even though there might be several subtasks created within the ticket, the primary owner of the main ticket is all we would like to see in the report.  Right now, I am seeing each ticket listed multiple times because of the additional subtasks assigned within the ticket.

Is this possible?

Thank you for looking at my request for help here.

WK01's picture

Just wondering if there is any possible solution for our report needs to create a report that lists the PRIMARY TASK and PRIMARY TASK Owner/Assignee only.  We would like to exclude all the subtasks and subtask owners/assignees by leaving them out of the report.  It seems there is no way to query on just the main task and owner.  The reporting tool does not appear to distinguish between a primary task and subtask.