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Reports & Tasks: Create a report of tasks

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Reports allow you to generate custom lists of tasks. When generating a report, you can filter tasks using any combination of their system fields or type-specific fields.

If you created a report that you need to run regularly, you can save it as a report template. A report template saves the filter settings you have in place, allowing you to easily apply them to future reports.

When viewing a report, you can customize which task columns to show or hide, giving you a customized view. You can then export that customized report to an Excel (.xls) file if needed.

You can also view tasks directly within your report.

Create a new report

  1. Click on Tasks in the navigation bar.
  2. On the Tasks page, click on the New Report button.
    • You can also generate a report from the Reports > Report Files page.
The New Report button on the Tasks page
  1. In the Configuration dialog box, click the Start New / From Template dropdown and:
    • Select Start blank if you want to create a report without any preset filters.
    • Select Start from a template if you want to create a report using a saved template. Your new report will be preset with that template's filters, but you can further customize it as needed.
    • If you are starting from a template, select the one you want to use from the Template dropdown.
  2. Click the Confirm button.
The configuration dialog box

Customize report filters

After creating your report, you can now select the filters that you want to apply. Each filter allows you to retrieve tasks that meet certain criteria, such as tasks with a specific status or assignees.

Primary filters

At the top of the report page, you'll find the Tasks Filters. You can use these to filter by task fields like Subject, Status, Due Date, etc.

  1. Initially, you'll be presented with a few common fields to filter by.
    • Depending upon a field's type, you can select an option from the filter's dropdown menu and/or enter a value.
    • For example, the Owner field is a dropdown list of all task owners you can select from, while the Subjects filter allows you to search for terms in a task's subject.
Default task filter options
  1. To add or remove filters, click on the Add/Delete Filters option.
    • This will display the Add/Delete Filters dialog box, where you can select and deselect the fields you want to filter by.
    • When finished, click the OK button.
The Add/Delete Filters dialog box
  1. To clear all applied filters, click on the Clear Search option.
the clear search option in the task filters box

Generate & export a report

After you've selected your filters, click the Generate Report button.

Generate Report button

Once the report has finished loading, a data table containing the matching records will appear at the bottom of the page.

  1. In the first column, you'll find the Subject of the task. Click on any link in this column to view the corresponding task.
  2. The subsequent columns include details about each record. Click on any column heading to sort the table by that column's data.
  3. You can show or hide fields from the data table by clicking on Options and selecting Set Report Data Fields. In the dialog box that appears, use the checkbox next to each field to show (check) or hide (uncheck) it.
  4. Use the pagination controls below the table to change the number of items displayed per page and navigate between pages.
  5. To export a report, click on the Export XLS option above the data table (you can also click on the Export XLS button at the top of the page). You will be prompted to give the exported file a name, then it will download in Excel (.xls) format.
    • The file will include the entire set of matching tasks (not just those visible on screen).
    • However, please note that it will contain only those columns currently visible in the data table.
    • Exported files are archived so you can re-download them again in the future. To manage your report files, go to Reports > Report Files.
A report's data table

Save a report as a template

If you'd like to create a report using the same filter settings in the future, click the Save as Template button. When prompted, give your template a name and click the Confirm button. Once saved, you can apply your template the next time you create a report.

To edit or delete a report template, go to Reports > Report Templates.

Save as template button and dialog box