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DeepaMa1
New Participant
June 13, 2025
Question

Need help in Report creation

  • June 13, 2025
  • 2 replies
  • 328 views

I need help in calculating Metrix based on Document Receive Date and Agency Submission Date. Both values are tracked via tasks within projects.

I would like to create a report and display below calculation:

IF Agency Submission Date <= Document Receive Date + 10 working days Then 'Compliant' else 'non-compliant'

 

Columns that I would like to display are:

Project Name

Document Receive Date

Agency Submission Date

Agency Compliance (Display 'Compliant' OR 'Non-Compliant')

Quarter (Based on Agency Submission Date)

Year (Based on Agency Submission Date)

 

Is it possible to display Project Name on the row and rest of the fields in columns?

 

Thank you in advance,

Deepa

2 replies

kautuk_sahni
kautuk_sahni
Employee
July 29, 2025

@deepama1Just checking in — were you able to resolve your issue? We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!

Kautuk Sahni
KellieGardner
KellieGardner
New Participant
June 13, 2025

To accomplish what you need, you'll have to run a project report and then use text mode for your columns.

 

Example of how to get task details into columns on a project report using text mode.

displayname=Document Receive Date listdelimiter=<div> listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({name}="Document Receive Date",{actualCompletionDate}) valueformat=HTML

 

D
DeepaMa1Author
New Participant
June 17, 2025

 

@kelliegardner thank you. Based on your code, I created below formula to display the value compliant and non-compliant. Unfortunately, value is not being displayed. Any thoughts on this? Thank you in advance.

 

displayname=KPI

listdelimiter=<div>

listmethod=nested(tasks).lists

Textmode=true

type=iterate

valueexpression=IF(({name}="Document Receive Date",ADDWEEKDAYS({actualCompletionDate},10) < IF({name}="Agency Submission Date",{actualCompletionDate}),"Compliant","Non-Compliant")

valueformat=HTML

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