Reporting on Task List Status

To review the status of the planning process, use the Task List Report page to view task list reports as PDF files or Excel worksheets.

The status report displays the task lists, task list owners, due dates, completion dates, and status of the task.

  To view status reports:

  1. Select View, then Task List, and then Report.

    Task lists assigned to you display.

  2. From Available Task Lists, select task lists:

    • To select, click Add icon.

    • To select all, click Add All icon.

    • To remove, click Remove icon.

    • To remove all, click Remove All icon.

  3. Click Next.

  4. From the users having access to the task lists, select those whose status to view.

  5. Click Next.

  6. Set task list options described in the following table:

    Report OptionDescription
    Group Results By

    • Task List—to report by task list

    • Users—to report by users

    Display Options of Task List Columns in Report

    Select your preferences:

    • Overall Completion %

    • # of Incomplete Tasks

    • # of Tasks Due Soon

    • Completed Date

    • # of Tasks Overdue

    • Next Due Date

    • Show Detailed Task Columns in Report (selecting this also selects the next five options, but you can individually clear them)

    • Due Date

    • Alert Date

    • Instructions

    • Completed Date

    • Dependency

    Report Type

    • PDF Format

    • Export To Excel

  7. Click Create Report.

  8. If you selected:

    • PDF Format—Page through the report and use the Acrobat toolbar for viewing and saving options.

    • Export To Excel—You can either save the report to your computer, or open it within Planning. Open the .xls file to view the report.