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Getting a data-dump of all project requests

Last post 03-07-2007 9:30 PM by emarone. 3 replies.
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  • 03-07-2007 7:51 AM

    Getting a data-dump of all project requests

    Hello All,

    I have two issues that I have been trying to resolve, however, after wrestling with these for a few days I thought I'd seek some expert help :-)

    1. Is there any way that I can pull all fields for all the project requests (including descriptive fields). I need to put these into an excel spreadsheet and can't seem to figure out how. I cannot create a report it seems for requests. The best I have been able to achieve is to create a view and then cut-and-paste into excel, but in this scenario I cannot access the descriptive fields.

    2. Is there any way that I could print out all project requests, with one project on one page, including all the information for the request?

    Any help that you can provide would really get me moving.

    Thank you.
  • 03-07-2007 10:56 AM In reply to

    • emarone
    • Top 10 Contributor
    • Joined on 09-19-2006
    • Seattle, WA
    • Posts 283

    Re: Getting a data-dump of all project requests

    Project Requests is an area in which we don't yet have print or reporting capability, so you are at the mercy of using the custom views as you describe above.  Something that will help out in this regard is that in our upcoming release, you can include long text fields in custom views, including the Description field.

    As for your second request, in lieu of a report that formats the project requests in the manner you're describing here, you might experiment with a merge template to format the data from the spreadsheet into the one-pager you need.

    Both are workarounds, but should give you what you are after until we get Project Requests up to speed!

    Erik Marone | Daptiv Product Manager
  • 03-07-2007 6:55 PM In reply to

    Re: Getting a data-dump of all project requests

    Will this also include the "Update Notes" field from the Project Status?  That would be very helpful to be able to include in a view....

    emarone:

    ....  Something that will help out in this regard is that in our upcoming release, you can include long text fields in custom views, including the Description field.

     

     

  • 03-07-2007 9:30 PM In reply to

    • emarone
    • Top 10 Contributor
    • Joined on 09-19-2006
    • Seattle, WA
    • Posts 283

    Re: Getting a data-dump of all project requests

    Unfortunately, that particular field will not be available for custom views in the upcoming release.  However, it is available to include in project reports.  It's the "Status Comments" fields.
    Erik Marone | Daptiv Product Manager
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