Create a Task Report
You can create a report on all Tasks or selected Tasks.
Use the following steps to create a task report.
1. From the menu, click CRM, then
select Tasks.
2. The Task Console screen displays.
3. Select the Tasks
you want included in the report.
You can Select All, or
individual Tasks by clicking the check box to include specific Tasks
4. Click Action and select Create Report.
5. The Client
Task Report prompt displays, showing the number of tasks included in the
report. Click Confirm
6. The Tasks display in the Downloads
screen, where you can download them individually as Excel files.
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