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Tasks - Reports

Jessica Mitchell avatar
Written by Jessica Mitchell
Updated this week

There are two Reports regarding Tasks:

  • The Tasks report is an Export-only report (in spreadsheet format) that allows you to select from which dashboard (Clients, Donors, Volunteers) to view a list of Tasks.

    • A specific Assigned User can be selected, or this field can be left blank to view all Tasks from all Users.

    • Specific date parameters can also be entered.

    • There is an "Include Completed Tasks" box that is optional.

  • The Client Tasks report is in an easy-to-read format and is only from Tasks within the Client dashboard.

    • A specific Assigned User can be selected, or this field can be left blank to view Tasks from all Users.

    • Specific date parameters can also be entered.

    • There is an "Include Completed Tasks" box that is optional.

  • You can also click the Show All Tasks button from the Home screen to view all Tasks that are assigned by all Users.

    • Filter the Complete column to "Is Equal to false" to view all Tasks that have NOT been marked as Complete (all incomplete Tasks).

    • Other columns can also be filtered according to your needs (for example, the Assigned To column to view a specific User).

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