Tasks Master Report

The Tasks Master Report can be used to manage outstanding Tasks. It is available off the Reports Menu.
Tasks Master Report
1

Date Range

1. Date Range
This is based on Due Date.
Select the required Date Range.
2

Go

2. Go
Click Go to display the Tasks for the selected date range
3

Results List

3. Results List
Resulting list of tasks. This list will include completed tasks.
4

Filter the results

4. Filter the results
Use the filter options to remove the completed or other tasks as required.
5

Group the results

5. Group the results
Group the results as required, for example, by Practitioner.
6

Add a new row

6. 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.
7

Save Changes

7. Save Changes
Click to save any changes to Tasks, for example, any tasks ticked as complete or tasks added.
8

Preview

8. Preview
Preview the report prior to printing.
9

Print

9. Print
Print the report.
10

Export to Excel

10. Export to Excel
Export the report to excel.
11

Close

11. Close
Close the Tasks Master Report.