Tasks Report
1. Report Functions
You can use several functions to refine and filter your tasks data for better analysis, monitoring, and tracking. These functions include:
Priority
You can search for tasks by filtering via "Priority".
Select via the dropdown menu.
The report will show tasks assigned the selected "Priority".
Assigned Party
You can search for tasks by filtering via "Assigned Party".
Select via the dropdown menu. Multiple selections are allowed.
The report will show tasks assigned to the selected "Assigned Party".
Filter
Filter tasks based on specific criteria to narrow down your view.
To view explanations on the different filter criteria, please refer to: 2. Filter Criteria
Click the "Filter" icon.
Configure your filter criteria and click "Search".
Use the "And/Or" option to define how multiple filters combine.
Selecting "And" means all filter conditions must be met.
Selecting "Or" means any one of the filter conditions can be met.
Click "Add Filter Field" to select additional filter criteria.
To clear filters, click the "Reset" to clear all, or use the individual "Reset" icon next to each filter set to clear specific filters.
Sort Order
You can sort the wallet report by "Completion Time" or "Create Time".
Click the column header to toggle the sort order.
A down arrow indicates descending order (newest first).
An up arrow indicates ascending order (latest first).
2. Filter Criteria
Below are the available filter options you can use to narrow down your report results:
Associated Clients & Leads
Filter by associated clients or leads of the task.
Select the client or lead via the dropdown menu.
Multiple selection is supported.
Type
Filter by the type of the task.
Select "Task", "Call" or "Email".
Multiple selection is supported.
Deadline
Filter based on the deadline of the tasks.
Filter based on preset time ranges: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, Last 7 Days, Last 14 Days—or choose a custom date range.
Status
Filter based on the status of the tasks.
Select "Pending" or "Completed".
Multiple selection is supported.
Creator
Filter by the creator of the task.
Select the user via the dropdown menu.
Multiple selection is supported.
Create Time
Filter based on the deadline of the tasks.
Filter based on preset time ranges: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, Last 7 Days, Last 14 Days—or choose a custom date range.
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