Creating Task Manager Reports

You can create Task Manager reports to report on business process activity. These report format types are available: CSV, XLSX, HTML, and PDF.

To create Task Manager reports, you must be a Service Administrator or Power User.

To create a report:

  1. On the Home page, click Reports.
  2. Click Task Manager Reports.
  3. Click Generate.
  4. Enter a name for the report.
  5. From the Schedule drop-down list, select a schedule for the report.
  6. From Period, select a period.
  7. Select the From Date and To Date for the report.
  8. Optional: To include tasks changed by users, click the selector next to Changed By, and select users.
  9. Optional: To include other changes, from Field Changed, select a field, for example, Alert.
  10. Optional: For Task ID, enter a task ID for a specific task.
  11. Click Generate.