Objective

The objective of this tutorial is to help you understand how to create, print and save a ‘Tasks’ Report.

Overview

Access from your: Computer
Applies to:
Managers, Supervisors, Schedulers, Employees and Accountants

‘Tasks’ report is a report used to track the tasks activities that were assigned to staff.

The report provides details on Tasks Name, Task Start & End Time and the duration to complete a Task.

Things to know before you begin:

  1. The manager must enable ‘Report Module’ settings to make it visible to the employees otherwise they won’t be able to view the module.
  2. The visibility of some option might vary according to the permission level in Humanity.

The scenario outlined in this tutorial consists of the following building blocks:

  1. Create Tasks Report
  2. Print Tasks Report
  3. Save Tasks Report

Create Tasks Report

Step 1: Click ‘Reports’ module as shown in Image 1.

Image 1

Step 2: Click  ‘Tasks’ tab as shown in Image 2.

Image 2

Step 3: You can select ‘Timeline’ or enter the specific dates. You can also filter the reports by ‘Remote Sites’, 'Locations', 'Positions', ‘Status’, ‘Tasks’, ‘Skills’, ‘Positions’ and ‘Employees’ from the drop-down menus as shown in Image 3.

Image 3

Note: Status is given into three categories: not started, not completed and completed tasks.

Step 4: Click ‘Apply’ as shown in Image 4 to apply the filters.

Image 4

That’s it, the report has been created.

However, after creating the tasks report if you want to print or save the report, follow the steps below:

Print Tasks Report

Click ‘Print Report’ tab as shown in Image 5 to print the tasks report.

Image 5

Save Tasks Report

Either click ‘Save as CSV’ or ‘Save as XLSX’ as shown in Image 6.

Image 6

If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!

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