Combine report of recently completed and due in the next X days


#1

Is there a way to run a combined report of recently completed and tasks due in the next X days? When I attempt to customize for this it only shows the completed tasks. No incomplete tasks are listed. If I am overlooking something my apologies.

-Daniel


#2

Hi Daniel! I’ve got a solution for you :slight_smile:

I recommend that you conduct an advanced search (then save it as a report) for “completion - any” tasks completed “due date - between” x and y date. As you can see in the advanced search pane here, there is an option to select if tasks are complete, incomplete, or any; and to select a date range. This will provide you all tasks (complete and incomplete) that are recently completed and due within the next x days! Let us know if you have any follow up questions.


#3

Of course the suggestion is better than nothing, but it will not capture recently completed tasks that did not have due dates in the given range. As a program manager, I often want exactly the search Daniel asked for…it’s great for a weekly update, as in a Friday afternoon convo:
“Here’s what we’ve accomplished this week boss…and HERE’s what we’re doing in the week to come.”

Instead, I would have to say “Here’s what we’ve accomplished this week boss (or team)…assuming it had a due date in a narrow period. We may or may not have done other things but I can’t find them in this report…hang on, I can quickly get another report which we can ALSO look at.”