Creating Task reports

Applies to JungleDocs for SharePoint 2010-2019.
For JungleDocs for Office 365 tutorials, click here.

In JungleDocs, you can easily generate Word reports for SharePoint task lists. 


This tutorial only shows the configuration of a Word template. To make the reports work, you need to know how to use content controls, rules and templates in JungleDocs. A good place to start are the following articles:

Template configuration

In this example, we are creating a report on a three-level task list. Here's the list in SharePoint:


To retrieve the first-level tasks, use the ReportItems function. To retrieve tasks below the first level, use the FindItems function.

1st level tasks: OrderBy(FilterItems(ReportItems; "ParentID"; NULL); "Order")

2nd level tasks: IfEmpty(OrderBy(FindItems(ListUrl; "ParentID"; ID); "Order"); DeleteControl())

3rd level tasks: IfEmpty(OrderBy(FindItems(ListUrl; "ParentID"; ID); "Order"); DeleteControl()

Here's the resulting document:

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us