Task Report

This report displays Tasks for the specified date range for the current User, filtered by Task and/or Task Subject. If no Task or Task Subject is specified, all Tasks for the specified period will be shown.

The Task Report filter asks for the following information:

  • From/To Dates: Indicates the range of dates to show on the report. This is based on Due Date.
  • Status: Use the Code Selection icon to select the status of tasks you want to see.
  • Task: Type in the task name (or a portion of the task name) to look for specific tasks.

Note: These fields work based on AND logic. Thus, if you select a date range and a status, the task must meet BOTH criteria to show up on the report.

The Task Report

The report displays in its own viewer window. Options on the toolbar allow you to export the report in various formats, print the report, view specific pages of the report and search the report.

The report displays tasks assigned to the current user based on the filtering criteria entered. For each task, the report displays the following:

  • Task Name (Subject)
  • Next Workflows (if any)
  • Associated Entities
  • Notes (if any)
  • Start Date
  • Due Date
  • Completed Date (if any)
  • % Done
  • Status