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Status Future consideration
Categories Reports
Created by Karie Kelly
Created on May 25, 2021

To do lists / charts assignee reporting

When doing reports on To Dos, a common need is to evaluate how many pending, overdue, complete to-do's by assignee. However, when a todo is assigned to more than one person, the reporting creates those assignees as separate groups.

Consequently, the reporting is of no value - seeing how many to dos are assigned to Joe, Suzy, and Chris individually, Joe & Suzy combined, Suzy and Chris combined, Joe & Chris combined, Joe / Suzy / and Chris combine. This is interpreted 7 unique assignee categories instead of 3 which is not beneficial to assess how many to-dos does Suzy, Chris, and Joe each have responsibilities for.

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  • Marina Reyna
    Reply
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    Mar 8, 2022

    There is no way to generate a consolidated resource count/view of the todo report. They are all combined and create unique records based on the order the resources are assigned. The only way I have found a work around is to create unique todo instead which causes more work. The alternative is export as excel and figure it out that way. Very manual and time consuming.

  • Krisztina Hodjan
    Reply
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    Sep 2, 2021

    Dear Team, we would need exactly the same reporting capability on to-do aging and outliers assessment. As right now this is not available in Aha!, this report is being developed by another tool via API. Thank you very much.