Client Tasks (Sales Tasks) Report

This report allows users to view scheduled contact tasks by date, along with applicable notes. They can use this report to track and manage scheduled tasks related to client interactions, including follow-up calls, meetings, and other engagements. By having visibility into upcoming tasks and associated notes, account managers can ensure timely follow-ups, maintain communication logs, and provide excellent customer service, ultimately strengthening client relationships and driving satisfaction.

View scheduled contact tasks by date, as well as applicable notes.

• Click here to go to the Sales Category (list of Standard Reports)

Click on the links below for more information: List of Standard Reports List of BOLD Analyze Reports List of INSIGHTS Dashboards List of Business Intelligence (BI) Reports

CHAPTERS Legend Locating the Report Logic Filter Options Field Details

Legend

Locating the Report

1. Click on Analyze Tab
   The Reports Sub Tab will automatically be selected
2. In the Search Reports field, type CLIENT TASKS
3. 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.

• Click here to go to the Sales Category (list of Standard Reports)

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

• Click here to go to the Sales Category (list of Standard Reports)

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