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Find and export a task status report

Learn how to find and export a task status report.

Task statuses are shown by company and team members to help you track how your team is progressing with specific return steps and may help improve how tasks are managed.

Note: A task is a workflow step assigned to a team member.
  1. Go to Reports > Task Status.
  2. Use the available filters to run the report.
    Tip: You can select more than one company at once.
  3. The report shows the following information:
    Report numbers
    Show the number of countries, companies, returns, and users included in the report.
    Task Status Summary
    Shows how many tasks are on track,  at risk, or late.
    Task status by team member
    Shows the number of tasks that are on track,  at risk, or late, sorted by team member. To view more than ten items, click the Expand icon.
    Task status by companies
    Shows the number of tasks that are on track,  at risk, or late, sorted by company. To view more than ten items, click the Expand icon.
    List view
    Shows a list with more details for each return.
  4. To export the data from List View, select Export.
    Note: You can click any row to open the return details page for that particular return in the List View table.