You're on your way to the next level! Join the Kudos program to earn points and save your progress.
Level 1: Seed
25 / 150 points
1 badge earned
Challenges come and go, but your rewards stay with you. Do more to earn more!
What goes around comes around! Share the love by gifting kudos to your peers.
Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!
Join now to unlock these features and more
I'm doing a service desk project. Every issue has the numeric custom fields that shows business metrics.
Issues come from different projects.
What I'd like to do is to create a table on a desktop that contains the overall business info. Some fields' values must be calculated on basis of another values across all the projects that I use.
So it will look just like an Excel sheet with formulas.
I know that it may be possible to do using Automation, but I'm not sure if it is a good way and not sure if Automation can calculate values from different projects. I also don't want to rely on Automation's stability since it will do a huge amount of work.
Is there any real case that is done?
Automation rules may not be a helpful to solve this reporting need, unless you are calculating to update a custom field and then reporting on that.
I suggest drawing what you want as an example, and perhaps investigating marketplace reporting addons. Your note about there being "a huge amount of work" may make an addon a better option if you need this often. If you only need this report once/a few times, perhaps exporting to a spreadsheet would be better.