Creating Task List Reports

Data Source Types: Planning, Financial Management

To review the status of your process, you can create a detailed report of one or more task lists in an application in PDF or Excel worksheet format.

  To create a task list report:

  1. From the Smart View Panel, open a task list.

  2. Right-click a task and select Create Report.

  3. In Report Wizard, use the arrow keys to move all task lists to be included in the report from Available Task Lists to Selected Task Lists.

  4. Click Next.

  5. Use the arrow keys to move the users whose status you want to view from Available Users to Selected Users.

  6. Click Next.

  7. Select options to create your report.

  8. Click Finish.

    The report is created in PDF or Excel, depending on your selection in step 7.