Downloadable report for all project statuses
Danielle Boyce
I need a downloadable report that shows all projects, including those that are 'On Hold', 'Complete', and 'Active'. This would help in creating automations to track project status by customer. Currently, there isn't a way to download such a report directly, which limits our ability to automate tracking efficiently.
T
Tim Macchi
Portfolio view can currently show Active, On Hold, or Complete projects using its status filter, but it doesn’t provide the combined downloadable dataset you need for automation. This article covers the current Portfolio workflow: https://teamgantt.helpscoutdocs.com/article/150-portfolio-view. We’ve captured the export gap.