Home > Forum > Data sources > Question: Viewing Combined Task Reports for Supervisors

Question: Viewing Combined Task Reports for Supervisors
0

Hello,

Is it possible to create a single report that shows both a user's own tasks and the tasks of their subordinates?

We have a scenario where supervisors and their team members perform similar tasks and use the same Process and Workflows. Currently, it's difficult to display both sets of tasks on one consolidated report. I am aware of the feature to view a report from a subordinate's perspective, but users have expressed a need to see their own tasks alongside their subordinates' tasks simultaneously.

Could you please advise if this functionality exists or can be configured?

Thank you in advance for your assistance.

MVP

Hi Patryk,
i have two ideas in my head:
1. Check if this config option #7 will be enough: https://docs.webcon.com/docs/2025R2/Studio/Process/Process_Configuration/Process_Permissions#7-additional-privileges (i'm not sure how it influences report visibility, and filtering options).
2. Add a CC task where it's necessary in the config of apps (this would require more work for sure).

In reply to: Patryk Wojnicz-Klima

Hi,

We already have option Make subordinates' tasks and workflow instances accessible enabled, if possible I would rather avoid adding CC to tasks, but that was my first ide how to do it.

Patryk, using SQL, you can create a data table with tasks along with links/statuses/etc. It depends on what you want to present.
Just replace CURRENT_USER with the current user's login.


SELECT
t.TSK_ID AS TaskID
, t.TSK_WFDID AS ElementID
, t.TSK_User AS TaskOwnerLogin
, u.COS_DisplayName AS TaskOwnerName
, t.TSK_STPID AS StepID
, t.TSK_Description AS TaskDescription
,e.STP_Name
FROM ActiveTasks t
JOIN v_WFElements e
ON e.WFD_ID = t.TSK_WFDID
JOIN CacheOrganizationStructure u
ON u.COS_Login = t.TSK_User
WHERE
t.TSK_IsDeleted = 0
AND t.TSK_IsFinished = 0
AND TSK_OrgID is null
AND e.WFD_IsFinish = 0
AND (
t.TSK_User = {CURRENT_USER}'
OR u.COS_ManagerBpsID = (
SELECT COS_ManagerBpsID
FROM CacheOrganizationStructure
WHERE COS_BpsID = '{CURRENT_USER}'
)
);