Some built in task reports are available within the system to help track and analyse the tasks within your system.
To access these reports, go to the Reports tab > Click on System Reports.
The following Task reports are available:
Report name | Description |
Recently Modified tasks | Tasks ordered by the date last modified (useful to find tasks that were recently completed or amended) |
Tasks by Folder | Tasks ordered by due date including task Folders (view tasks by their task Type) |
Active Renewals | ‘Renewal’ type tasks ordered by due date (view a list of all upcoming renewal deadlines) |
Last/Next Task | The last Task done and the next Task due per client |
Note: Users require certain permissions to view System Reports. For more information on reports and building custom reports, please see the module on Reporting in Equinox.