Ability to trigger reports from Task Inbox Task with Parameters

Karthik Balakrishnan 1 year ago in Insights / Reporting updated 3 months ago 1

Consider we have report and Parameter for that report in Activity ID and Project ID.
A task is assigned to the end user. we should have Link to this report. Once User clicked on the link report should be displayed without asking report parameters. Means Activity ID and Project ID should be sent to report parameters from the available task information.

We had this requirement for one of our use case.

PM will raise a issue. then this issue will be send to each team (10 to 20 teams). Each team will access the impact.

at the end of it we need to show the information all them provide on this issue.

Now the PM going to reports page, search for the report and enter the project id and then he/she able to see the information provided.

we are using task level EA for this requirement. Because we need to get at lease 5 to 8 field information. if we are using project level EA for this then we have to spend 8* 20 = 160 EAs. In order to avoid this we are using 8 task level EAs.

As we are using task level EAs, all are got reset when the task got close. Yes, that is the functionality of task level EA.

Else, we should talk about better content management options in Aprimo, in-order to entertain these kind of business requirements