Overview
Updated 06/15/2023
View scheduled contact tasks by date, as well applicable notes
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Click on the links below for more information:
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CHAPTERS |
Legend
Locating the Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type CLIENT TASKS
- Click on the Client Tasks Report
Logic
View scheduled contact tasks by date, as well applicable notes.
Search for and display client and company task information including task user, type of task and date information.
Filter Options
| Filter Name | Options | Description | |
| Division | All available Employers List | Use this filter to refine contact tasks user's associated home office's Employers | |
| Region | All available Regions List | Use this filter to refine contact tasks user's associated home office's region | |
| Office | All available Branches List | Use this filter to refine contact tasks user's associated home office | |
| Company | All available Companies List | Use this filter to refine contact's companies | |
| HCM User | All available HCM User List | Use this filter to refine contact tasks user | |
| Task Status | |||
| Date From | Start Date of Placement's Extensions falling under the date range | ||
| Date To | End Date of Placement's Extensions falling under the date range | ||
| Date Range | Yesterday, Today, Tomorrow, … | When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'. |
Field Details
| Field Name | Description | Notes |
| Task Date | contact's tasks date | |
| User | User associated to the contact's tasks | |
| Company | contact's Company | |
| Contact Name | contact's Name | |
| Contact Title | contact's Title | |
| Contact Phone | contact's Phone | |
| Type of Activity | contact's Activity | |
| Status | contact's Task Status. Displays 'Completed' if the task is completed else displays 'Scheduled'. | |
| Notes | contact's Task Notes |
