Task reports display tasks assigned to and delegated to a user. Task reports generate information from the Tasks tab and My Delegated Tasks tab in the Schedule workspace only for one user.

There are two types of task reports:

Task Reports
The tasks of the user.

Delegated Task Reports
The user's delegated tasks assigned to other users.

Generating Task Reports

The Task Report is a report that displays the user's tasks. The Task Report generates information from the Tasks tab in the Schedule workspace. The report lists the tasks in ascending order by date for one user.

The report displays:

• The name and preferred communication of the user.
• The description of the task.
• The status, and priority level of the task.
• The start and due date of the task.

To generate a Task Report:

1. Navigate to the Schedule workspace
2. In the Tasks tab select the user you want to generate a report on.
   
   • If the user does not appear in the Tasks tab, you must add them.
     1. In the Tasks tab, click the Add Participants button. The Participants dialog opens.
     2. Search for the user and click Add .
     3. Click OK . The user appears in the Tasks tab.
3. In the schedule, click the Reports button , and select Task Report .
   The Report Parameters dialog opens.
4. Specify the format you want to use for the report: PDF, Excel, or RTF.
5. Click Run Report .

The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.

Generating Delegated Task Reports

The Delegated Task Report is a report of the tasks you delegated to other contacts. The Delegated Task Report generates information from the Delegated Tasks tab in the Schedule workspace.

The Delegated Task Report displays:

• The contact assigned to your delegated task.
• The description of the delegated task.
• The status and priority level of the delegated task.
• The start and due date of the delegated task.

To generate a Delegated Tasks Report:

1. Navigate to the Schedule workspace.
2. In the schedule, click the Reports button , and select Delegated Task Report .
   The Report Parameters dialog opens.
3. Specify information in addition to the default information the report generates.
   Include page break after each user's tasks
   Add a page break between each contact assigned to the delegated task.
   Show users with no tasks
   Show the users who have no tasks in the report.
   Report Format
   File format of the report. The options are PDF, Excel, and RTF.
4. Click Run Report .

The report is generated. In the dialog that opens, you can specify whether you want to save the report or open it immediately.