New function: Count for custom text fields

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  • Idea
  • Updated 2 years ago
  • Not Planned
We have created our own custom Task Status field because we did not want to be limited to only Open and Closed.  For example, some of our additional statuses are Not Yet Started, Ahead of Schedule, Behind Schedule, etc. We would like to run a report that shows the count of each of these statuses per project.  It would be helpful for us to see just how many tasks for a particular project are behind schedule or haven't been started yet.  I understand I could export the report to excel and run a pivot table to find this information but we would much rather have that info in a report and not have to take the extra steps to get what we need.
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Jason Epstein

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Posted 2 years ago

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Aashnee Kamboj, Community Moderator

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Hi Jason,

Thank you for using the Replicon Community!

Before I help you with configuring the report, I would like to confirm if your Task Status Custom Field a drop down user defined field?

Thanks,
Aashnee
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Jason Epstein

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Yes, it is a drop down user defined field.
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Aashnee Kamboj, Community Moderator

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Hi Jason,

Thank you for the information.

You can create a report based on the project template. Include the project name, task name and the Task Status user defined field in the columns and in filters. Filter the field to show the status you wish to see and run the report. You can group the rows by Project Name.

Thanks,
Aashnee
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Jason Epstein

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This will not work as Task Name is not an available field in the Project Template.  We utilize sub tasks as the main tasks we want to put a status on. The only way to see the sub tasks (that I am aware of) is through the Task Name (Hierarchy) field in the Task Time, Expense, Cost & Billing template. And through that template, we can not generate a count of how many tasks are in a given status.
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Aashnee Kamboj, Community Moderator

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Hi Jason,

The best way out would be to look through your system setup and then work out. May I know a convenient time to reach you? I have your contact details.

Thanks,
Aashnee
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Jason Epstein

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I am available now if you'd like to have a call
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Aashnee Kamboj, Community Moderator

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Hi Jason,

Thank you for the quick call and clarification. Here is a brief summary of our discussion:

You can see a column showing the BT Task status custom field. What you want is to see a count of all these on your report at the project level i.e. a numeric count of all the tasks with these status at the project level.

I am putting this further to my team and will update any progress on the same

Thanks,
Aashnee