Key takeaways

  • Custom Reports for Issue Management: The video demonstrates how to create custom reports to centralize and track open issues, making it easier to manage and resolve them. ​
  • Issue Report Details: The issue report includes columns such as resolving object and entry date, sorted by the most recent entries. ​ It helps identify whether issues have been assigned or converted into tasks or projects. ​
  • Project Report Details: The project report focuses on projects that originated from issues, showing details like the converted issue entry date, issue name, originator name, project status, and progress status.
  • Filtering for Relevance: Both reports use filters to display only relevant data. For the issue report, filters show issues from specific request queues that are not complete. ​ For the project report, filters ensure only projects converted from issues and not yet complete are displayed. ​
  • Customization and Efficiency: The video highlights the importance of customizing columns and filters to tailor the reports to specific needs, enhancing the efficiency of issue and project management.
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