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cmultanen
cmultanen
Helper ⭐️
July 13, 2018
Solved

Reporting on Current/Next Playbook Task?

  • July 13, 2018
  • 2 replies
  • 188 views
Hi there,

Does anyone know if it is possible to build a report on the current open task in a playbook? For example, our implementation team would love a report that shows where each client currently is in their launch cycle.

I already know to use to CSTask object to create reports on playbooks tasks. I was thinking that this might be possible if there were a way to aggregate by MIN/MAX of due date for open tasks but it doesn't look like this is currently possible. Would love to hear if anyone has found a way to generate a similar report.

Thanks!
    Best answer by sagan_sherlin
    Hi Calvin, we're using GS Task in Reporting to get our Playbook Tasks.  This has worked better for us than CS Task.  We've been able to create various reports, if think similar to what you're looking for.

    2 replies

    sagan_sherlin
    sagan_sherlinAnswer
    Helper ⭐️⭐️
    July 16, 2018
    Hi Calvin, we're using GS Task in Reporting to get our Playbook Tasks.  This has worked better for us than CS Task.  We've been able to create various reports, if think similar to what you're looking for.
      jessicatang
      jessicatang
      Contributor ⭐️⭐️⭐️⭐️
      June 8, 2023

      @cmultanen Were you able to successfully create this report? This is an ask from our stakeholders now and I would love to connect with you on how you set it up! 

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