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 Task Instance Monitor Fields.

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. Set the monitoring level and then run the task.

   For more information, see Using the Task Instance Monitor.

2. Log in to the Siebel client with administrator privileges.

3. Navigate to the Administration - Business Process screen, then the Task Reports view.

4. Click Reports (the Reports button.

5. Select an output format for the report - options include the following:

   • Task Report - MHTML

   • Task Report - PDF

   • Task Report - PPT

   • Task Report - RTF

6. In the File Download dialog box, select one of the following options:

   • Open to open the report in a separate window according to the output format you selected in the previous step.

   • Save to save the report to a location that you specify.