How to Generate Custom Reports for Projects, Teams, Members, and Tasks in Zoho Projects?
Hello Zoho Projects Community,
I'm looking to create a custom report in Zoho Projects that includes the following details:
- Project Overview: List of all active projects and their owners.
- Team Composition: Breakdown of teams for each project, including roles (Owners, Leads, Members) and specific team members assigned to each role.
- Task Assignment: List of tasks for each project, task assignments per team member, and the status of each task (Not Started, In Progress, Completed).
- Visual Representation: A way to visualize the team structure similar to an attached screenshot, with the ability to filter and view tasks based on team members and roles.
Any guidance on how to achieve this in Zoho Projects would be greatly appreciated. Thanks in advance for your help!