4.5.5 Incomplete Tasks Report

 

To open the Incomplete Tasks Report:

    1. Navigate to the Welcome Screen
    2. Click on the Reports Tab and select Incomplete Tasks
    3. The Incomplete Tasks Report is displayed

Incomplete Tasks Report Window 


    1. There are a number of options available to further filter the data and these include:

      • Sort in ascending or descending order from selecting the column title
      • Filter the data based on the value of any of the columns, for instance, shown below is the filtering applied to the Document Type column and Document selected. Further options are available in the filtering screen including:
        • Selecting multiple items
        • Using database search options enable text searching and filtering
        • Case sensitive
        • AND, OR options

Incomplete Tasks Report Window Showing Filtering Window


      • The information can be displayed in a hierarchal tree structure by:
        • Drag the column header or multiple headers to the group area, for instance, shown below is the grouping applied to the Document Type



        • To return to original screen drag the column header back to the main screen table

    1. The Incomplete Tasks Report can be exported to a CSV file which will open the file in Microsoft Excel where the data can be further handled
    2. To close and exit the Incomplete Tasks Report close the Item Owner tab.