The objective of this tutorial is to help you understand how to create, print and save a ‘Tasks’ Report.
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:
- The manager must enable ‘Report Module’ settings to make it visible to the employees otherwise they won’t be able to view the module.
- 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:
- Create Tasks Report
- Print Tasks Report
- Save Tasks Report
Create Tasks Report
Step 1: Click ‘Reports’ module as shown in Image 1.
Step 2: Click ‘Tasks’ tab as shown in 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.
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.
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.
Save Tasks Report
Either click ‘Save as CSV’ or ‘Save as XLSX’ as shown in Image 6.
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