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Hello,
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?
Hi @Pavel
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.
Kind regards,
Bill
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