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Creating Reports from Projects with Links and Task Details

Good afternoon. How can I create a report from Projects that shows linked contact details as well as activity type and date?

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  • Hi carolinaChavez:

    This particular combination of filters isn't readily available in the Advanced Reporting features. Thanks for adding this example here for other users to comment and vote on!

     

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  • Hello,

    Your latest post was December 2015.   Any new developments in Advanced reporting?  I need help setting up a weekly report for all our insighly users. Any suggestions would be greatly helpful. 

    Thanks. 

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  • Happy to report that we've recently shipped new Linked Item Reports. You can find out more about it in our help article.

    Thank you for your votes.

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  • Hello, I would also liked to see Tasks assigned as an option for linked items in reports (which was the original issue this thread was discussing, it seems the original issue was ignored completely).

    I work for a software company that has products with warranty expiration dates, which are assigned as projects. For QA testing on these projects, I have assigned these as tasks linked to projects with notes from the developers on what can or cannot be accomplished. Currently, getting this data out of the system back to the customer is an absolute nightmare. It requires me to create a custom Excel sheet with lookups from projects, to tasks, then to task comments. It  is way too time consuming as a project manager.

    I have also tried the Power BI option as an alternative without success. A report with linked projects, tasks and comments is an absolute necessity for this system. As a Customer Relationship Management (CRM) system, getting data to the customer is not very feasible for this product.

    If there are any other options I am not seeing, please let me know.

    Regards,

    Jevon

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  • Hi Jevon,

    We don't currently report on Tasks comments. I would suggest adding this to our feature request section under Ideas & Suggestions.

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