Task Register Report

Task Register

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

b. Completed

c. Date Filter

d.  Completed by Rep

e. Created by Rep

f. Assigned to Rep

g. Priority

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

Related Articles

  • None