Reports & Budgets
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      Tasks Report

      Learn about your filtering and column options within the Tasks Report

      Navigate to your Venue > Reports & Budgets > Reports


      The Tasks Report will display a list of all tasks related to a venue within a selected timeframe.

      This report is useful for understanding the future workload of your team members.

      You are able to apply the following filters and show/hide each column to find the data set required. 

      Filters 

      Venue

      Team Member

      Status

      Task Name

      Due After

      Due Before

       

       

      Columns

      Task Name

      Associate with

      Associated Name

      Description

      Account

      Assigned To

      Assigned By

      Status

      Opportunity Name

      Opportunity Contact Name

      Due By

      Due By Day

      Remaining

      		      

      Exporting/ Printing your Report

      Once you have adjusted your Set Columns the report can be printed or exported by clicking the Export or Print Page button located on the top right-hand side at the table.