Create custom reports for issue management
The video provides a step-by-step guide on creating two types of reports to manage and track issues and projects.
- Issue Report: This report helps track whether an issue has been assigned or converted into a task or project (resolving object). It includes columns like resolving object and entry date, sorted by the most recent entries. Filters are applied to show only issues from specific request queues that are not yet complete.
- Project Report: This report focuses on projects that originated from issues, showing details about the original issues and the progress of the projects. It includes columns like converted issue entry date, issue name, originator name, project status, and progress status. Filters ensure only projects converted from issues and not yet complete are displayed.
The video emphasizes customizing columns and filters to tailor the reports to specific needs, making it easier to manage and resolve issues efficiently.
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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