What would be the easiest way for me to make a report that has the activity and the successors - with the successors name & get it to excel? (I need a good successor report - from anywhere, - do you know of any?)
Hi matt.mallory,
This can be done via our dash board tool, and exported as a list into Excel.
First, go to the dashboard, and select blank canvas…
Here you will see a new dashboard with an empty tile…
Click on the ‘Click to add chart’ button, and select the schedule density option…
From there select the ‘Successors Per Task’ option…
You will now see this…
At the top left hand corner of the tile, there is a hamburger menu, click on this and select the export chart data…
This will export a spreadsheet… open it up in excel and go to the ‘Full Logic List’ tab, which will look like this…
Here you will find the activities shaded blue, and all the successor activities under it. Simply find the activity you want to report on to find a list of its successors.
Thanks
Chris