Creating a tree report with specific colour fields

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I am trying to create a report that would function in a specific way, and specific look, thus I could use your help if anyone knows.

So practically I would need to group data in a tree maner (expand is optional):
Example (something like in ghant chart, but without timeline like that - but keeping the grouping):
Customer Name 1
     - Category 1
        * Task 1
        * Task 2
     - Category 2
        * Task 1
        * Task 2

Also on a side I am looking for a way to highlight cells that would be on the side. The idea is that all tasks pass through same phases and this is all settled. What I would need now is that if the Criteria for Phase 1 is not met to color only that field (not coloring others), and if Criteria for Phase 2 is not met, color only that field.

I apreciate it.
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Nenad Ilic

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Posted 1 year ago

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Gaurav Sharma

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Hey Nenad,

As far as I know, the native way to do this that you can create three summary reports.

The first summary report will only show the Customer names and second report will show the categories then, the third one will show the tasks.

Now, you need to set the second summary report as a drill down report in the first one. After that set the third summary report as the drill down report in the second one.

Through this way, it will work like:

Customer 1
Customer 2

-----------------------

Customer 1

>Category 1
>Category 2

Customer 2

>Category 1
>Category 2

------------------------


Customer 1

>Category 1

*Task1
*Task2

>Category 2

*Task1
*Task2


Customer 2

>Category 1

*Task1
*Task2

>Category 2

*Task1
*Task2

Please let me know if this solution works for you.

Thanks,

Gaurav