View a Tasks Status Summary Report

You can create a Tasks Status Summary Report to view a summary of how many tasks are in each status for each location or organization on a project in a PDF report. You can select how to sort the report.

The filters applied to the list of tasks are applied to the report. If you want to filter the data in the report, apply a filter to the list of tasks before generating the report. Use filters to limit the tasks included and make the report more useful. See Filter or Remove Filter from the List of Tasks.
  1. Select the menu icon in the upper left corner, then choose Tasks.
  2. Select the Actions button and choose Status Summary Report.
    The Tasks Status Summary Report window appears.
  3. In the Sort By field, select the option for how you want to sort the tasks on the report.
    • Default
    • All Non-Completed Tasks
    • All Completed Tasks
    • All Closed Tasks
    • Total Tasks
  4. In the Report By field, select the option for how you want to sort the tasks on the report.
    • Issued To
    • Location
  5. In the Output Format field, select if you want to view the report as a PDF or in an Excel file.
  6. Select the Show Filtered Values checkbox to show the filters applied on the report. Clear the checkbox to remove the section showing the filters from the report.
    Note: The filters are applied to the information in the report whether or not you select this checkbox.
  7. Select the Show Detailed Status checkbox to show details of the report.
  8. Select the Page break by Group By selection checkbox to add page breaks between groups in the report.
  9. Select View Report.
    The report opens in a new browser tab or window, depending on your browser settings.