About
Advanced reporting for tasks can be useful for users that need to gather and review task related data. These reports can have filters applied to capture specific information regarding tickets.
In this Article
Fields and Filters
The Report Fields section displays fields that can be added to the report being viewed. These fields can be dragged and dropped to both the Filters and Parameters section and the report's Preview Grid. The fields displayed in this section are the same fields available when Add a Filter Row is clicked in the Report Filters and Parameters section.
Filters can be applied to reports either by using quick filters or by adding basic filters. When two or more filters are added to a report using both "and"/"or" boolean operators, it's important to understand how the filter logic will be applied to ensure that the report will display the necessary information.
The following fields can be added to or be used as a filter in task reports:
Assigned By User
Assigned To Team
Category
Completed
Completed Due Date Difference
Created By User Name
Current Pipeline
Current Pipeline Stage
Date Assigned
Date Completed
Date Created
Date Due
Date Linked
Date Reminder
Details
Link Name
Link Type
Owner Name
Percent Complete
Priority
Recurrence
Start Date
Status
Task Title
TaskID
User Responsible
Linked Items Fields
Task Custom Fields
Task Report
The Task Report can be used to review details regarding tasks available in an Insightly account. By default, the report displays the following information:
Columns
Task Title
Date Created
Due Date
Status
Percent Complete
Other uses for this report | Application |
|---|---|
I want to see a list of tasks assigned to a specific user. | Add the following filter: Filter By: User Name Operator: equal to Value: Enter the user’s name The report will display all tasks assigned to the specified user. |
I want to see a list of tasks that have a completed status. | Add the following filter: Filter By: Status Operator: equal to Value: COMPLETED The report will display all tasks with the completed status. |
Task Linked Items Report
The Task Linked Items Report can be used to review details regarding tasks and their linked records. By default, the report displays the following information:
Columns
Task Title
Link Type
Link Name
Date Linked
Task Date Due
Task Status
Task Percent Complete
Filters
Records by Owner - All Tasks
Task Date Created - This Quarter - Start Date - End Date
Summary Fields
Task Title
Other uses for this report | Configuration |
|---|---|
I want to see how many tasks were linked today. | Add the following filter: Filter Clause: Date Linked Operator: equal to Value: today The report will display all tasks that were linked today. |
I want to see all contact links. | Add the following filter: Filter Clause: Link Type Operator: equal to Value: Contacts The report will display all tasks linked to contacts. |
Task Comment Report
The Task Comment Report can be used to review all comments associated with a task. By default, the report displays the following information:
Columns
Task ID
Task Name
Responsible User
Comment Owner
Comment Body
Comment Date Created
Other uses for this report | Configuration |
|---|---|
I want to see a list of all task comments written by a specific user. | Add the following filters: Filter Clause: Task Comment Author Operator: Value: The report will display all task comments written by a specific user. |
I want to see all task comments created today. | Add the following filter: Filter Clause: Task Comment Date Created Operator: equal to Value: today The report will display all task comments created today. |