Creating Task List Reports

Create and download a task list report on the task-wise and overall completion status of the task list.

Note:

In the initial release of Task Lists in Oracle Smart View for Office (Mac and Browser), reports are supported only when using Smart View on the Chrome browser.

To create a task list report:

1. Open a task list.
2. Select a task, then click , and then select Create Report.
3. In the Report Wizard, use the right and left arrow keys to move all task lists to be included in the report from Available Task Lists to Selected Task Lists.

   In the following example, the Operating Plan task list is selected for a report.

   
   
   

4. Click Next.
5. Use the right and left arrow keys to move the users whose status you want to include in the report from Available Users to Selected Users.
6. Click Next.
7. Select options to create your report.

   Available options are:

   • Group Results By—Group the report output by Task List or by Users.

   • Display Columns—Use the check boxes to select the columns to display in the report.

   • Report Details—Use the check boxes to select the details to include in the report. All report details are selected by default.

     Select specific columns by first clearing the Show Details Task Columns in Report option and then clearing the individual report options that you do not require.

   • Report Type—Output type for the report: Excel or PDF.

   In the following default example, results are groups by Task List, all display columns are selected, all report details are selected, and the report output type is Excel.
   
   

8. Click Finish, and then click Close.

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