Contextual Help - Administration: Task Overview Report

The Task Overview Report displays all task fields except the "Details" and the "Comments" fields. By default, this report will show all incomplete tasks for all projects.

This window has 3 parts: the title bar, the search bar and the report table. 

  • The title bar tells you where you are in AceProject. At the end of the title bar you will find a link to contextual help.
    • The "Printer Version" link opens a window that contains only the tasks that correspond to your search criteria. You can choose the number of tasks per page.
    • The Export link opens a window that allows you to export the task overview report that is displayed on your screen. Exportation is available in two formats: CSV and Microsoft Excel. The following criteria can be set: Column Delimiter, Decimal Symbol and Date Format.
    • The title bar will also display the total number of tasks that correspond to your search. 
  • The search bar is used to filter the information you want in the report. 
    • Simply choose one or multiple search criteria and click the "Generate Report" button. AceProject will display tasks accordingly. 
  • The Report table displays all items that correspond to your search. 
    • You can sort the table by clicking on any column header: click once to sort in ascending order and twice to sort in descending order. 
    • Click on the task number to open it. 
      • If there is a file icon next to the task summary (), this means there are file(s) attached to the task. Click on the file number to open the task's file attachment tab.
    • Click on the project name to open the project's tasks.
    • By default, this report will show all incomplete tasks for all projects.

 


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