Grouping, columns and result interpretation
Group task data, control visible/exported columns and interpret attachments, comments, checklists, time, completion and assignee details.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Group task results by related record
Use the Related record grouping option to organise the result table.
Group by related record and task name
Use the Related record and Task Name grouping option to organise the result table.
Group by task name and related record
Use the Task Name and Related record grouping option to organise the result table.
Group task results by task name
Use the Task Name grouping option to organise the result table.
Group task results by status
Use the Status grouping option to organise the result table.
Understand ungrouped task results
Read the report as individual task rows when no grouping option is selected.
Control visible and exported task columns
Hide selected result columns from the table and export output.
Review task and related-record links
Open the task and its linked CRM record from the report to verify context.
Review task custom-field columns
Review task custom fields configured to show on tables.
Review task attachments in filter results
Use the displayed count/download action to inspect task files.
Review task comments from the report
Open the task/comment context represented by the result.
Review task checklist progress
Compare finished checklist items with total items.
Review logged task time
Compare the report value with task timesheets.
Interpret on-time and late completion
Use due and completion dates to understand the on-time/late indicator.
Review task assignees
Confirm the staff assigned to each task.
Review task tags in results
Confirm the tags attached to each returned task.
Verify task report sort order
Check earliest-to-latest order for the selected date field.