The Task Report allows you to generate a list of all tasks. Use this report to identify open tasks, tasks assigned to specific staff members, incomplete tasks, and so on.

1. Click Reports in the left-hand navigation panel.
2. Select Task Report.

   

3. Select your search filtering criteria. For example, if you are looking for tasks assigned to a specific staff member, select the staff member name from the Assigned to drop-down list.
4. Optional - Enter a Search/Filter query. For example, if you wish to view tasks that are estimated to be completed by a certain date, select Estimate End Date.
5. Select Display Options. The system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by Assigned To.
   • Display Mode: Select Details to see a listing of ALL tasks, and the associated fields you chose to display. Select Summary to simply see a total of tasks that meet your filtering criteria.
7. Click Run Report.

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options