Task List Report

Description:

This report prints a list of the tasks that have been inserted into your system.  Use the Barcode option to print a list of your tasks with barcodes that can be used with a barcode wand or gun at the time clock.

Report Criteria:

The Report Criteria screen opens when you click on the report name from the main "Reports" section of the software.  This screen is where you tell the system what data you would like it to report on.

• The Job Tracking field allows you to select a different report from the drop-down menu.

• Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window.  With this option de-selected the report is displayed directly below the Report Criteria section of the screen.

• Use the Sort by field to select how the information on the report will be sorted.  Two sort levels can be specified.
  Example: "Job" is selected in the first field, and "Task" is selected in the second.  The report will be sorted first by the job that the equipment was used with, and then alphabetically by task.

• The Options section allows you to select how much information is to be displayed on this report.  Put a check mark in the box next to each type of information that you would like the report to display.

Click on the [DISPLAY REPORT] icon located directly below the Options section of the screen to generate the report.

Report Output:

The report is separated into columns.  The header at the top of the report lists the type of information that is displayed in the column below.

Note: The report output will vary depending on what Options you selected in the Report Criteria section of the screen.

• The Task Name column displays the name of each task.

• The Task Description column displays the description of the task that was inserted when the task profile was created.

• The Task Number column displays the number that employees' use to punch into this task at the time clock.

• The Est Hrs column displays the estimated hours specified in the task profile.

• The Est Rate column displays the estimated rate specified in the task profile.

• The Barcode column displays a barcode for this task which can be used with a barcode wand or gun at the time clock.

Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file.  Click on the [PRINT] icon to print the report.