How to Create a Report Showing Your Upcoming Tasks
Staying on top of your tasks and knowing what's coming up can be key to providing seamless service. One way to do this is by reviewing all your tasks that are due this week. If you'd like to get a complete list of everything on your plate, you can easily pull a custom report. Here's how:
1) Navigate to Custom Reports
Note: If you want to learn more about Custom Reporting, check out this tutorial!
- Go to the Reports module
- Choose the Custom Reports tab
2) Edit and Run the Report
First Step
- Ensure the Record type is set to Task
- Choose Due Date as the Condition
- Choose On or before for the Condition modifier
- Choose 1 week from now
Second Step
- Choose Add condition
Third Step
- Choose Assigned To as the Condition
- Choose Is as the Condition modifier
- Choose the Senior Place user you would like to report on
- Click Run report
3) Evaluate the Results
After clicking Run report, you'll get a list of all tasks that are due for the selected user in the upcoming week.
Note: If you want to include any other columns, you can do so by editing the columns. Learn more about that here.
Have more questions? Feel free to reach out to us at support@seniorplace.io!