# Tasks Report

### <mark style="color:red;">1. Report Functions</mark>

You can use several functions to refine and filter your tasks data for better analysis, monitoring, and tracking. These functions include:

<details>

<summary>Search Bar</summary>

1. Search for tasks by their title. \\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FYEE07l2AD3eLBedTDLHj%2Fimage.png?alt=media&#x26;token=c24e8918-07d9-4948-8261-da546371122c" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Priority</summary>

1. You can search for tasks by filtering via **"Priority"**.
2. Select via the dropdown menu.&#x20;
3. The report will show tasks assigned the selected **"Priority"**. \\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FbN3GeaarKrZIkimSjLcC%2Fimage.png?alt=media&#x26;token=ff30f4a4-b7ab-4876-a0bf-2a99b20fc3cd" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Assigned Party</summary>

1. You can search for tasks by filtering via **"Assigned Party"**.
2. Select via the dropdown menu. Multiple selections are allowed.&#x20;
3. The report will show tasks assigned to the selected **"Assigned Party"**.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F4tRxuhZrvlbdNCd2retg%2Fimage.png?alt=media&#x26;token=21379b26-7263-4dbc-9fcf-45aceadf2a27" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Filter</summary>

1. Filter tasks based on specific criteria to narrow down your view.

2. To view explanations on the different filter criteria, please refer to: [#id-2.-filter-criteria](#id-2.-filter-criteria "mention")

3. Click the **"Filter"** icon. \\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FoucFqDW9lgxGMMKzcXYK%2Fimage.png?alt=media&#x26;token=d730954a-67cd-4c9c-b823-dbb25d2d6b17" alt=""><figcaption></figcaption></figure>

4. Configure your filter criteria and click **"Search"**.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FWUzRjB8Cgu1aUuttowno%2Fimage.png?alt=media\&token=068810db-bf0f-44df-88ba-8d6de699e8d2)\\

5. Use the **"And/Or"** option to define how multiple filters combine.
   1. Selecting **"And"** means all filter conditions must be met.
   2. Selecting **"Or"** means any one of the filter conditions can be met.\
      \
      ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FSP4aiC1JmlWz65MSnQiC%2Fimage.png?alt=media\&token=cfdbe675-6fcc-49d2-8d99-50267ccce05b)\\

6. Click **"Add Filter Field"** to select additional filter criteria.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fpyfbja3937pyVIvdgXtp%2Fimage.png?alt=media&#x26;token=c6ba5d48-a207-4870-a23d-93ce60a0085c" alt=""><figcaption></figcaption></figure>

7. To clear filters, click the **"Reset"** to clear all, or use the individual **"Reset"** icon next to each filter set to clear specific filters.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FPKnKviQF0BYxbxaJZkCa%2Fimage.png?alt=media\&token=a58b9598-1979-4efd-a99c-1e7b0bcdb0ba)\\

</details>

<details>

<summary>Sort Order</summary>

You can sort the wallet report by **"Completion Time"** or **"Create Time"**.

1. Click the column header to toggle the sort order.
2. A down arrow indicates descending order (newest first).\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FBBbTdjN6eyswVj7eQB43%2Fimage.png?alt=media&#x26;token=0dc838b1-d18b-4063-b136-03f09649c48c" alt=""><figcaption></figcaption></figure>
3. An up arrow indicates ascending order (latest first).\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FjMRNtd0wCpLKuaZ9k5j9%2Fimage.png?alt=media&#x26;token=6df373ba-020c-439c-9449-42601e407cdf" alt=""><figcaption></figcaption></figure>

</details>

### <mark style="color:red;">2. Filter Criteria</mark>

Below are the available filter options you can use to narrow down your report results:

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Associated Clients &#x26; Leads</strong></td><td><ul><li>Filter by associated clients or leads of the task. </li><li>Select the client or lead via the dropdown menu. </li><li>Multiple selection is supported. </li></ul></td></tr><tr><td><strong>Type</strong></td><td><ul><li>Filter by the type of the task. </li><li>Select <strong>"Task"</strong>, <strong>"Call"</strong> or <strong>"Email"</strong>.</li><li>Multiple selection is supported. </li></ul></td></tr><tr><td><strong>Deadline</strong></td><td><ul><li>Filter based on the deadline of the tasks. </li></ul><ul><li>Filter based on preset time ranges: <em>Today</em>, <em>Yesterday</em>, <em>This Week</em>, <em>Last Week</em>, <em>This Month</em>, <em>Last Month</em>, <em>This Quarter</em>, <em>Last Quarter</em>, <em>Last 7 Days</em>, <em>Last 14 Days</em>—or choose a custom date range.</li></ul></td></tr><tr><td><strong>Status</strong></td><td><ul><li>Filter based on the status of the tasks. </li><li>Select <strong>"Pending"</strong> or <strong>"Completed"</strong>. </li><li>Multiple selection is supported. </li></ul></td></tr><tr><td><strong>Creator</strong></td><td><ul><li>Filter by the creator of the task. </li><li>Select the user via the dropdown menu.</li><li>Multiple selection is supported. </li></ul></td></tr><tr><td><strong>Create Time</strong></td><td><ul><li>Filter based on the deadline of the tasks. </li></ul><ul><li>Filter based on preset time ranges: <em>Today</em>, <em>Yesterday</em>, <em>This Week</em>, <em>Last Week</em>, <em>This Month</em>, <em>Last Month</em>, <em>This Quarter</em>, <em>Last Quarter</em>, <em>Last 7 Days</em>, <em>Last 14 Days</em>—or choose a custom date range.</li></ul></td></tr></tbody></table>
