Siebel Business Process Framework: Task UI Guide > Testing, Troubleshooting, Deploying, and Administering a Task UI > Administering a Task UI >

Using Task Reports

You can create a task report that includes historical information about completed task instances. It can include information from fields that Siebel CRM displays in the Task Instance Monitor, such as Start Time, End Time, and so on. For more information, see Fields That Siebel CRM Displays in the Task Instance Monitor.

You can use task reports in the Siebel client. Siebel CRM includes a report record even if the user cancels or stops a task instance. For example, if the user cancels a task instance, then Siebel CRM includes information about all task steps that the user completed.

To use task reports

1. Make sure the file system includes an att folder.

   For example:

   \machine\fs\att

   Siebel CRM uses this att folder to create a report.

2. Set the monitoring level and then run the task UI.

   For more information, see Using the Task Instance Monitor.

3. Log in to the Siebel client with administrator privileges.
4. Navigate to the Administration - Business Process screen, and then the Task Reports view.
5. Click the following Reports icon:
6. Choose one of the following output formats for the report:
   • Task Report - MHTML
   • Task Report - PDF
   • Task Report - PPT
   • Task Report - RTF
7. In the File Download dialog box, choose one of the following options:
   • Open. Siebel CRM opens the report in a separate window according to the output format you choose in Step 6. For example, if you choose PDF, then Siebel CRM uses the program that you configure your computer to use to open a PDF file.
   • Save. Siebel CRM saves the report to a location that you specify.