How to develop reporting for Tasks by Planner

Question

Hierarchy created in tasks by planner for multiple groups to have access to their assigned tasks. How can we create reporting to pull completion of tasks across multiple groups?

Answer 1

Hi @Wen, S, 

Thank you for posting your question in the Microsoft Q&A forum.   

Based on the analysis of your case, developing reports for tasks across multiple groups in "Tasks by Planner" (now part of the new Microsoft Planner) can be a bit challenging, as the built-in reporting features are often limited to a single plan. The "hierarchy" you've created likely refers to using the "Tasks by Planner" app in Teams, which provides a centralized view of tasks. 

For a more robust, automated, and flexible reporting solution, the best approach is to leverage the Microsoft Power Platform, specifically Power Automate and Power BI. 

• Use Power Automate to automatically retrieve data. 
• Use Power BI to create visual reports and dashboards. 

As a specialist in the Office 365 product category, we see that the issue you're facing is related to Microsoft Power Automate. To ensure you get professional help and avoid incorrect information from our side, we suggest you post your question on the Microsoft Power Automate Community. This is a specific channel dedicated to Power Automate. 

The reason we are redirecting you to a new thread is that in this forum, we have limited resources and very little knowledge about Power Automate. In the Microsoft Power Platform Community Forum, you'll get the most qualified group of respondents, and other partners who read the forums regularly can share their knowledge or learn from your interaction. Microsoft Power Platform Community Forum Thread 

We sincerely apologize for redirecting you to a different community. The members of this category primarily focus on Microsoft 365 concerns and have limited knowledge about Power Automate. This redirection is to help you get faster and better assistance. 

We appreciate your patience, understanding, and cooperation. 

Looking forward to your reply!   

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