Create Report for Task Module

1. Click on the Modules menu and select Tasks.

   

2. Navigate to the Administration menu and choose Tasks Reports.

   

3. Click the three dots and select New Report.

   

4. Provide a descriptive title for your report.

   Enter a brief description to explain the purpose of the report.

   Select My Tasks Only if you want the report to display only tasks assigned to you.

   

5. Choose the reporting period (e.g., Next 7 Days) to include tasks within a specific due date range.
6. Click Add Simple Condition to filter by a single criterion.

   Click Add Nested Condition to create more advanced filter combinations.

   

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1. Choose the Report Columns\

   Select the information you want to display in the report by checking or unchecking the available columns. You can also drag and drop the columns to change their display order.

   

2. Set the Sort Order\

   Choose whether the report should be sorted in Ascending or Descending order.

   

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1. Select a Sort by Field\

   Choose the field used to sort the report, such as Title, Task Type, Start Date, or another available option.

   

2. Group the Results (Optional)\

   If required, group the report by a category such as Task Type, Status, Priority, Category, or Vessel to organize the results.

   

3. Once you have successfully created a report, you can run it by clicking Reports in the top blue ribbon