Creating Task List Reports

Data source types: Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting

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 the 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, and then click Next.
4. Use the arrow keys to move the users and groups whose status you want to view from Available Users to Selected Users and then click Next.

   Note:

   When selecting groups, be aware that all users in the group assigned to a task will be listed in the report. This will result in the same task being listed for each user in the group. For example, if a task is assigned to a group consisting of 10 members, then that task will be listed 10 times in the report, once for each group member.

5. Select options to create your report, and then click Finish.

   Depending on your selections, the report is created in PDF or Excel.