Give Every Weekly Handoff The Same Structure.
Prepare project and task information for an Excel workbook without rebuilding the columns each week.
Select the supported scope. Include owner, status, due date, and the custom fields your review needs. Save the filters and formatting, then reuse the definition for the next run.
| Project Reference | Work Item | Owner | Status | Due Date | Budget Code |
|---|---|---|---|---|---|
| P-2201 | Design review | J. Lee | In Progress | 2026-09-12 | OPS-4 |
| P-2201 | Content draft | M. Ortiz | To Do | 2026-09-15 | OPS-4 |
| P-2205 | QA pass | A. Chen | Review | 2026-09-11 | ENG-2 |
The payoff: a familiar file structure for the person reviewing it, and less repeated setup for the person producing it. Excel output supports frozen headers, autofilter, and one tab per project or client.
A generated workbook is a snapshot — not a live dashboard, automatic BI refresh, or executive portal.
Can it run every week without me?
Yes — schedule it weekly in your timezone at the frequency your plan includes. Run history shows each result, and a failed run tells you why.
What if we add a custom field next month?
Open the DataFlow, add the field as a column, preview, save. The next run carries it. No code, no rebuild.