Contextual Help - Administration: New Custom Task Report

The New Custom Task Report allows you to generate task reports in accordance with your specific needs. You can select which fields to display and their order as well. You can also decide the sorting order and which filters to use to generate your custom task report.

This window includes 2 sections: The title bar and the four step of your report's creation.

  • The title bar tells you where are in AceProject. At the end of the title bar you will find the link to contextual help.
  • There are 4 steps for the custom task report creation:
    • Step 1, "Identify your custom report", allows you to name your report (mandatory) and give it a description.
    • Step 2, "Choose your report fields", allows you to select which fields you want to display in your report. Click on a field in the "All Fields" list and click the right arrow to add this field in the "Fields to display" list. To remove a field to display, click the left arrow. To select multiple fields, hold the CTRL key down. You can also decide an alphabetical or numerical  "Sorting Order" for each field, ascending or descending.
    • Step 3, "Choose Your Report Filters", allows you to filter your report by choosing which filters to apply. Project Filters, Task Filters and User Filters are available.
      • Project Filters allow you to select which project criteria will be displayed in your custom task report. Available Project Filters are the following: Statuses, Projects, Types, Priorities and Clients. To select multiple fields, hold the CTRL key down.
      • Task Filters allow you to filter which tasks will be displayed in your custom task report. Available Task Filters are the following: Statuses, %Done and dates. To select multiple fields, hold the CTRL key down. As regards to the "Dates" filter, select which date field you want to base your search on: Start Date, Due Date, Date Created and Last Update. You can use up to 2 date criteria at a time. Here are the different logical operators meaning:
         

        • < means "before" the date selected.
        • < or =  means "on or before" the date selected.
        • =  means "on" the selected date.
        • > or =  means "on or after" the selected date.
        • > means "after" the date selected.
           
      • The "User Filters" allow you to filter which users will be displayed your custom task report. Available User Filters are the following: Groups, Creators, Assigned Users and Reviewers.  Groups, Creators, Assigned et reviewers. To select multiple fields, hold the CTRL key down.

    • Step 4 is the final step that allows you to save and generate your custom task report or to reset it.  The "Back" button redirects you to the "Custom Task Reports" page. This page contains all created custom task reports.

Is it possible to select more than one criteria in the lists?
To select multiple fields, hold the CTRL key down.

 


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