How to Generate Task Reports

Step 1- Go to ‘reports’ and select ‘Task’.

Step 2 - Select the type of the task report.

Personal Task - This will enable you to view all the tasks on the basis of contact, task added by, partner and so on.

Office Task Report - This will enable you to view tasks according to the associated primary office of the task creator, assignee, or follower. You can select the required office from the top left of this page to view all the tasks related to assignees of that office.

Step 3 - Click on ‘Export’ to export task report.

Step 4 - Check your inbox as the report will be sent there.

Furthermore, two new filters have been added to the task filters. They are Contact and Partner. This will enable you to filter the tasks according to the related contact or partner.