Click the Reporting option
Selecting the Reporting option allows you to access detailed analytics and performance metrics essential for tracking progress and outcomes.
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Create a task completion report in the reporting tool
Generate a task completion report in the reporting tool by selecting relevant templates, analyzing incomplete tasks, and saving the report with customized access settings for…
viktoriaGenerate a task completion report in the reporting tool by selecting relevant templates, analyzing incomplete tasks, and saving the report with customized access settings for users.
Step-by-step Guide11 steps
Click the Reports link
This will take you to the Reports section where you can view and manage various reports related to your data and activities.
Loading screenshot…100%Click the Create button
This action opens a new interface to initiate the process of creating a new report in your categorized reports section.
Loading screenshot…100%Click the Create report button
By clicking this button, you will initiate the process to generate a new report within the Reports section, allowing you to customize and analyze your data more effectively.
Loading screenshot…100%Click the Search all templates field
This will activate the search input, allowing you to type keywords to find specific report templates. Use relevant terms to filter through the suggested templates listed below.
Loading screenshot…100%Type 'task' in Search all templates
Enter 'task' in the Search all templates field to filter and find specific report templates related to tasks. This action will initiate a search displaying applicable templates immediately.
Loading screenshot…100%Click the Tasks Incomplete Assigned to All Reps by Activity Date
This action displays a detailed list of tasks that are incomplete, sorted by the activity date. You can further analyze the tasks assigned to all representatives, including specific details for each task.
Loading screenshot…100%Click the Save report button
This action will save the current report of incomplete tasks assigned to all representatives, allowing you to keep a record of the activity details shown in the table.
Loading screenshot…100%Click the Next button to proceed
Proceed to the next step in saving your report, where you can finalize details or select dashboard options.
Loading screenshot…100%Click the Save report button
This action will save the report along with the selected access settings for who can view it. Ensure you have chosen the appropriate access level for your report before proceeding.
Loading screenshot…100%Click the Save button
Select this option to save your report with the specified access settings for other users. Ensure you have configured the access options according to who you want to share the report with before clicking.
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