View a Tasks Report

Create a Tasks Report to view basic information about the tasks on a project in a PDF report. You can choose how to group and sort the report.

The filters applied to the list of tasks are applied to the report. If you want to filter the data in the report, apply a filter to the list of tasks before generating the report. See Filter the List of Tasks.
Note: If you have a large number of tasks, this report could be very long. Use filters to limit the tasks included and make the report more useful.
  1. Click on Tasks in the header.
  2. Click the Actions button and select Tasks Report.
    The Tasks Report window appears.
  3. In the Group By field, select the option for how you want to group tasks on the report.
    • Created Date
    • Due Date
    • Issued By Organisation
    • Issued To Package
    • Issued To Organisation
    • Location
    • Status
    • Type
  4. In the Sort By field, select the option for how you want to sort the tasks on the report.
    • Created Date
    • Description
    • Due Date
    • Issued By Organisation
    • Issued To Organisation
    • Issued To Package
    • Location
    • Reference
    • Status
  5. In the Image Size field, select the size for images attached to tasks to appear in the report.
  6. If you want to include the plan drawing for this project, select Show Plan.
  7. If you want to include any photographs or other images associated with the tasks on this project, select Show Images.
    View a brief video of the plan and image report options:

  8. If you want the report to display each change in your Group By selection at the top of a new page, select the Page break by Group selection check box.
  9. Click View Report.
    The report opens in a new browser tab or window, depending on your browser settings.