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.
Related Articles
Powerview Task Report
Report Fields and Filters Please find below a table outlining the fields and filters available for the new Powerview Task Report. Report Name New Reporting Fields New Reporting Filters Task Report Client Full Name Task Task Category Priority New! ...Create a CoS Hours Report
Use the following steps to create a CoS Hours Report; Report displays Case Note Hours entered for each Support Coordinator that created Case Notes in the extraction header. 1. From the Main Menu select Support Coordination from the Careview ...Create CoS Hours Report
Follow this process to create a CoS Hours Report. 1. Click on CRM and select Clients. 2. Click on the Report button and select the CoS Case Note Report. 3. A new window will appear, enter the date range and select the filter required (all hours, ...Task Console
The Task Console enables you to create and view all Tasks from one central point in the system, then filter them in a number of ways. Task Console Overview From the menu, click CRM, then select Tasks. The Task Console screen displays. Tasks will ...Create a Delivered Service Report
This article explains how to create a Delivered Service report for a participant. 1. Click on CRM > Clients 2. Search for participant name and select. 3. Open the Service Contract in the Funding table. 4. Scroll down to the ...