How to Create Task Custom Reports

Many customers love tracking their progress and tasks! For this reason, we have added Task as an option in creating a custom report.

1) To start creating a custom report, go to (1) Reports, and select (2) Custom Reports:

2) Select Task as your Record type.

3) In this example, we will create a custom report of completed tasks.

Under Criteria:

• Set first box to Status
• Second box to Has selected
• Last box to Complete

4) Once you're satisfied with the conditions you set, click the "Run report" button.

Feel free to add more conditions if you want to generate more specific reports:

Have more questions? Feel free to reach out to us at support@seniorplace.io!