This guide explains how to **generate a Task Report** filtered by status, category, and completion date range — and optionally include all task comments. For a feature overview, see [[Tasks Overview]] --- ## What This Does Task Reports let you summarize task activity over a chosen time range. Reports can include the comments associated with each task, making them useful for board meetings, audits, vendor reviews, and historical record-keeping. --- ## Prerequisites - You must be part of a [[User Groups Overview|User Group]] that has access to manage Tasks - At least one task exists on the account (see [[Creating Tasks]]). --- ## Steps to Generate a Task Report 1. Open the **Tasks** page. 2. Click the **Create Report** button. 3. On the Task Report page, set the filters: - **Status** of the task (for example, Open or Completed). - **Category** — select a specific [Task Category](Tasks%20Overview.md#key-concepts), or leave blank for all categories. - **Date range** — specify the dates for when tasks were completed. 4. (Optional) Choose to **include all the comments** associated with each task. 5. Click **Generate Report**. The report is generated based on your selected filters. --- ## Common Reporting Use Cases - **Monthly board report** — Filter by **Completed** status, set last month's date range, and include comments to show what work was done. - **Maintenance audit** — Filter by the **Maintenance** category over the past quarter, with comments included, to review vendor activity. - **Time analysis** — Run a Completed report over a date range to see how long tasks in each category actually took, supporting better future planning. Time data comes from comments — see [[Adding Comments and Logging Time on Tasks]]. - **Open work summary** — Filter by **Open** status to see what's still outstanding. ---