Generating Task Manager Reports

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

To generate 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.

    When done, the system displays a "Completed Successfully" status message.

    The report generation process uses a backend job framework that runs report jobs in the background. If the report has an error, for example, if the size is greater than the recommended size, you see a message stating the error in the Generate Report dialog before the report is generated. For reports with very large number of records, it is recommended to use filtering to break the report down to fewer records.

    Note:

    You can run the standard report Task Comments for a particular Period or Schedule to display all the comments entered on a task. The report displays the following information:

    • Task ID
    • Task Name
    • Task Status
    • Comment Text
    • User
    • Comment Date