Purpose: This report is designed to allow you to audit your tasks from your system. It is written to allow you to see at a glance what each rep has marked down on their to-do list.
1. Start Date: Starting date of your desired date range.
2. End Date: Ending date of your desired date range.
3. Group By: A list of different fields to group the data into on the report. It has the following options:
a. Task Type
c. Date Filter
d. Completed by Rep
e. Created by Rep
f. Assigned to Rep
h. No Grouping
4.Date Filter: A drop down determining what field your date range filters on.
a. Created Date
b. Completed Date
c. Reminder Date