TracCloud Report: Tasks: Difference between revisions
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The Tasks report, found in <i>Reports > Management</i>, allows you to review submitted tasks and their status. This includes the task type, due date, created date, whether or not it has been completed, and more.<br><br> | The Tasks report, found in <i>Reports > Management</i>, allows you to review submitted tasks and their status. This includes the task type, due date, created date, whether or not it has been completed, and more.<br><br> | ||
Latest revision as of 16:57, 29 July 2025
Management
• Appointments by Assigned Advisor and Student
• Consultant Non-Duplicated Visit Time
• Logins by Hour by Day of Week
• Students Visits Cleanup Data
Tasks
The Tasks report, found in Reports > Management, allows you to review submitted tasks and their status. This includes the task type, due date, created date, whether or not it has been completed, and more.
- Time Frame
- The date range for the data in this report. Beyond entering a date range manually, you can also choose a preset date range (Today, This Month, This Semester, etc) from the dropdown list above.
- Sort by
- Choose how the selected data is sorted.
- Select Task Type
- Select the specific task type/category that you want to include in this report.
- Apply Date Range to
- Choose what your selected date range is in reference to. Defaults to any matching date range.
- Show Notes
- Include the contents of the Notes field in report results.
- Task Name, Assigned to Name, Student Name, Created by Name
- These fields allow you to further filter report results to view the specific tasks you're looking for.
- Output format
- Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.
- Deliver to
- Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu).


