Tasks Master Report

Date Range

This is based on Due Date.

Select the required Date Range.

Go

Click Go to display the Tasks for the selected date range.

Results List

Resulting list of tasks. This list will include completed tasks.

Filter the results

Use the filter options to remove the completed or other tasks as required.

Group the results

Group the results as required, for example, by Practitioner.

Add a new row

Tasks can be added from here if required. See details on creating a new Task from within the Client Details Tasks Tab.

Save Changes

Click to save any changes to Tasks, for example, any tasks ticked as complete or tasks added.

Preview

Previews the report prior to printing.