Need to create a report where columns denote months, rows denote completed tasks across month.

I need to create a report such that:
The columns denote the months (Jan Feb ... Dec)
The rows denote the no of completed tasks across instances in that month per User.

Something like this:
-----------------Jan---Feb---...---Dec---Total tasks completed
User1--------10-------20---------10------40
User2 ---------05--------0----------0-------05

The tasks are aggregation of Completed tasks across process instances for that user.
How can I achieve this ?....

OriginalPostID-32707

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  • Here is what you have to to:
    1- Create a "task report" and make sure it uses a "process model" as context. and choose your process model.
    2- Create the required columns (ie. User, Jan, Feb, ..., Dec, Total)
    3- On the "Reports Option" window, check the "Group By" option next to the "User" column.
    4- Click on the "Jan" column to edit its properties and do the following:
    ----- a. Put this in the definition field =if(month(task_completion_time())=1,1,0)
    ----- b. Choose "Number" as Formatting.
    ----- c. Choose "Sum" as Column Aggregation.
    5- Do the same for each month but make sure change the condition to mach the month. For example for June you should use this as definition =if(month(task_completion_time())=6,1,0)
    6- for the "Total" column, just put 1 in the Definetion field. And do the same as the points "b" and "c" from above.
    7- Now switch to the "Filters" tab. And Check the "Completed" option.
    8- That's it :)
  • Hey thanks a ton! worked like a charm!
    Going further, I tried (without success :( ) to have a report for a user which will have months on top and "On Time tasks", "Late Tasks" and "Total Tasks" on the left. I tried returing values on 2 conditions (1st to check the month, 2nd to check the OnTime/Late boolean) However summation can only happen on "1" and count cannot be used. Any pointers will be helpful. Thanks
  • forget the above post, got it ... returned 1 for both true and false, and grouped them... Thanks for help anyways.