We just upgraded to Business and looking more into the Portfolio feature, and exporting to Google Sheets for creating customized reports.
But when I export my Master Project/Board I get totals of all projects - not a list of all tasks along with assignees, etc. The Live Source Data gives me the same thing - totals. I don’t see anything that would allow me to run customized reports on assignees, due dates, etc.
We do have a setup where each project is really a client - and tasks under that client (project) are tasks for that one client.
Is this what’s affecting the reporting?
And if so, how can I get around it so I can see all of the data that’s contained within the Master Project/Board?