Task report criteria
Apply every implemented staff, status, billable, relationship, customer-group, tag and date filter.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Filter tasks by staff member
Limit globally viewable tasks to those assigned to one selected staff member.
Filter by task status
Include one or more configured task statuses.
Filter billable and non-billable tasks
Choose all tasks, billable tasks or non-billable tasks.
Filter tasks by related record type
Limit tasks to one supported CRM relationship type.
Filter tasks by one related record
After selecting a relationship type, limit results to one specific related record.
Filter customer tasks by customer group
Limit customer-related tasks to customers in one selected group.
Filter tasks by tags
Return tasks carrying any of the selected tags.
Combine multiple task-filter criteria
Build a narrow report by applying supported conditions together.
Use All Time for task reports
Apply the All Time period using the selected task date basis.
Filter task reports for Today
Apply the Today period using the selected task date basis.
Filter task reports for This Week
Apply the This Week period using the selected task date basis.
Filter task reports for Last Week
Apply the Last Week period using the selected task date basis.
Filter task reports for This Month
Apply the This Month period using the selected task date basis.
Filter task reports for Last Month
Apply the Last Month period using the selected task date basis.
Filter task reports for This Year
Apply the This Year period using the selected task date basis.
Filter task reports for Last Year
Apply the Last Year period using the selected task date basis.
Use the rolling 3-month task period
Apply the 3 Months period using the selected task date basis.
Use the rolling 6-month task period
Apply the 6 Months period using the selected task date basis.
Use the rolling 12-month task period
Apply the 12 Months period using the selected task date basis.
Choose Start Date or Completed Date for filtering
Select which task date column receives the period condition and sort order.
Use a custom task date range
Filter the selected task date basis between exact From and To dates.