Grouping, columns and result interpretation

Advanced Task Filters

Group task results by related record

Use the Related record grouping option to organise the result table.

Group by related record and task name

Use the Related record and Task Name grouping option to organise the result table.

Group by task name and related record

Use the Task Name and Related record grouping option to organise the result table.

Group task results by task name

Use the Task Name grouping option to organise the result table.

Group task results by status

Use the Status grouping option to organise the result table.

Understand ungrouped task results

Read the report as individual task rows when no grouping option is selected.

Control visible and exported task columns

Hide selected result columns from the table and export output.

Review task and related-record links

Open the task and its linked CRM record from the report to verify context.

Review task custom-field columns

Review task custom fields configured to show on tables.

Review task attachments in filter results

Use the displayed count/download action to inspect task files.

Review task comments from the report

Open the task/comment context represented by the result.

Review task checklist progress

Compare finished checklist items with total items.

Review logged task time

Compare the report value with task timesheets.

Interpret on-time and late completion

Use due and completion dates to understand the on-time/late indicator.

Review task assignees

Confirm the staff assigned to each task.

Review task tags in results

Confirm the tags attached to each returned task.

Verify task report sort order

Check earliest-to-latest order for the selected date field.