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.
Note
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:
Syntax
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: