How To: Task Reports
Thread can automatically generate reports listing all tasks that have been created on the application. The report includes the name of the task, the subject, the file code (if linked to a file), the due date and time, a description, the status, and the task author.
You can choose to get a report based on the file category (if the task is linked to a file), a specific user or all users, and within a certain date range.
Viewing and Exporting Task Reports
1. Click Reports on the left side pane of Thread.
2. Click General Reports from the drop-down menu.
3. On the General Reports page, scroll down to Others, and click to open the drop-down list.
4. Select Task.
5. A pop-up window will appear on the right side of the page. Enter filters for viewing the task report including the file category (if linked to a file), the task owner, and a date range.
6. When finished applying filters, click Preview in the top grey pane.
7. The task report will automatically generate. Click the buttons shown to export the report to a PDF or Excel document. You can also print directly from Thread by clicking the printer icon shown.
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