You can Run an Insight Report on your Tasks and you have two Insights you can run.
- By Latest Action
- By Turnaround Time
Select Tasks From the Report Type drop down.
then select the Summary Level Drop down and you will have the two Insights you can run.
By Selecting the By Latest Action you will be presented with a list of Filters you can choose from.
- Client Name
- Staff
- Client Partner
- Latest Action
- Client Type
- Service
- Client Manager
- Task Type
You also have the two options to
- Hide monitor tasks
- Hide overdue tasks
You can also set a date Range.
Once you have selected the filter you want to use, select Run Report.
You will be presented with the following Screen, showing you the Tasks and how many you have in the filtered Latest Action.
You can Export and Save this report from the buttons on the top right.
This page is interactive, if you select an option in Column 2 and Line one so in this example Records Requested for Accounts Preparation This will open up the Tasks on a new Tab so you can action these tasks if needed.
If you click onto the Total Column it will load the Task list on a new Tab for the total number shown in the Insight Report.
Task - By Turnaround Time
If you select By Turnaround time from the drop down you will be presented with a list of filter to choose from.
- Client Name
- Staff
- Client Partner
- Task Type
- Client Type
- Service
- Client Manager
- Client Stats
You also have the two options to
- Hide monitor tasks
- Hide overdue tasks
You can also set a date Range.
Once you have selected the filter you want to use, select Run Report. This will take you to another page where you need to select 2 more Filter options, these are Mandatory filters.
You will set the Latest Action Status From and To.
So for Example From In Progress to Records Requested.
This will present you with the insights, you will see the Latest Action under the Value Columns and the dates they were put into those Latest Actions statuses.
This page is interactive, if you Click on
- Total Task
- Shortest Duration
- Average Duration
- Medium Duration
- Max Duration
This will then direct you to the Task page for those Tasks filtered for in the Insight.
If you click on the individual tasks like below this will take you to the Task list just for that task and it will open the side panel.