Task report criteria
Apply every implemented staff, status, billable, relationship, customer-group, tag and date filter.
Advanced Task Filters
Open guide →GuideFilter tasks by staff member
Limit globally viewable tasks to those assigned to one selected staff member.
Open guide →GuideFilter by task status
Include one or more configured task statuses.
Open guide →GuideFilter billable and non-billable tasks
Choose all tasks, billable tasks or non-billable tasks.
Open guide →GuideFilter tasks by related record type
Limit tasks to one supported CRM relationship type.
Open guide →GuideFilter tasks by one related record
After selecting a relationship type, limit results to one specific related record.
Open guide →GuideFilter customer tasks by customer group
Limit customer-related tasks to customers in one selected group.
Open guide →GuideFilter tasks by tags
Return tasks carrying any of the selected tags.
Open guide →GuideCombine multiple task-filter criteria
Build a narrow report by applying supported conditions together.
Open guide →GuideUse All Time for task reports
Apply the All Time period using the selected task date basis.
Open guide →GuideFilter task reports for Today
Apply the Today period using the selected task date basis.
Open guide →GuideFilter task reports for This Week
Apply the This Week period using the selected task date basis.
Open guide →GuideFilter task reports for Last Week
Apply the Last Week period using the selected task date basis.
Open guide →GuideFilter task reports for This Month
Apply the This Month period using the selected task date basis.
Open guide →GuideFilter task reports for Last Month
Apply the Last Month period using the selected task date basis.
Open guide →GuideFilter task reports for This Year
Apply the This Year period using the selected task date basis.
Open guide →GuideFilter task reports for Last Year
Apply the Last Year period using the selected task date basis.
Open guide →GuideUse the rolling 3-month task period
Apply the 3 Months period using the selected task date basis.
Open guide →GuideUse the rolling 6-month task period
Apply the 6 Months period using the selected task date basis.
Open guide →GuideUse the rolling 12-month task period
Apply the 12 Months period using the selected task date basis.
Open guide →GuideChoose Start Date or Completed Date for filtering
Select which task date column receives the period condition and sort order.
Open guide →GuideUse a custom task date range
Filter the selected task date basis between exact From and To dates.
Open guide →