The Task Report displays task details such as Date, Priority, Status, Task Subject, Patient Details (if applicable), Due Date, Assigned By, and Assigned To. The report export displays the Task Description and Activity.
Run the Task Report
- From the Reporting Tool, go to Reports > Task Report
- Select the Assigned To user or leave it defaulted to All users
- Select the Status from the dropdown
- Populate the Date From and Date To fields to specify the task date range
- Select a Sort By value for the report output
- Click Create Report.
Report Display
The Task Report will display the Date, Priority, Status, Task Subject, Patient Details (if applicable), Due Date, Assigned By, and Assigned To user. The report export displays Task Description and Activity.
Export Report Data
Generated report data can be exported and saved outside of Sevocity to a destination selected by the user, such as a network drive or local machine. The Task Description and Activity will display on the exported report.
- From the report, click Export
- Select a location to save the file and type a File Name
- Click Save
The data will be saved as a comma delimited file (.csv)
Click OK to acknowledge the export is complete
Why is the Export Button Disabled?
The Export button becomes enabled only if there is data in the generated report.
