Careview - Client Tasks

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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