Creating an “Aging Report” in MOSS

If you have any type of tasks list and would like to see an “aging report” on the items based on certain buckets, the post might help you …

Here are the steps:

  1. Create an aging column (see Maurio Cardarelli’s blog for directions) (in our example the column is referenced as “Days Open”)
  2. Create a new web-parts page
  3. In SharePoint Designer, create as many side-by-side columns in the content area of the page as you have buckets (e.g. 4 aging buckets would be 4 columns)
  4. Add a SharePoint Web Part Zone to each column
  5. Place the same tasks list web-part into each column (group and render as meaningful in your scenario)
  6. Place applicable filters in web part list views (e.g. “status” not equal to completed AND “Days Open” greater than or equal to 8 AND “Days Open” less than 15 (obviously this filter would show 7-14 days)).
  7. Set View Totals to count list items
  8. Label the chrome in to reflect buckets setup with filters (e.g. “8-14 Days” in example above)
  9. Repeat steps 5-8 for each aging “bucket”

Here is an example aging bucket web part:

Sample Aging Bucket

Below is what the content area looks like:

Aging Buckets on Page

Aging Buckets on Page

Advertisements

About Inge Rush

I love using SharePoint to create business solutions. I am not a SharePoint administrator or .net developer (although I dabble a bit). I just learn on-the-job as I solve problems.
This entry was posted in SharePoint 2007 and tagged . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

w

Connecting to %s