Can admin extract information updated in the form available under tasks?

Created by Product Content Team, Modified on Wed, 13 Mar at 11:24 AM by Product Content Team

Yes, the admin can extract the information updated in the form using the Query Builder feature.

To extract the information, the admin must select Task Custom Form Data group while generating the report.

To select a task custom form data report, the admin must perform the following actions:

  1. From the greytHR Admin login, navigate to Reports > Query Builder. The Query Builder page opens.
  2. Click + Create Report. The CHOOSE FIELD section appears.
  3. Under Available Fields, from the Select Category dropdown list, select the Task Custom Form Data option. The list of fields appears.
    Note: It is mandatory to select task names from the Task & Checklist group to extract the report. 
  4. Select the fields and click the ➡ arrow to move the category to Output Fields.
  5. Click Next. The SORT ORDER section appears.
  6. Select the category from the Output Fields and click the ➡ arrow to move the category to Sorting Order.
  7. Click Next. The FILTER CRITERIA section appears.
  8. Under the Quick tab, from the Category Type dropdown list, filter the required category
  9. Click the ➡ arrow to move the filtered category to the next column.
  10. Click Next. The RESULT section appears.
  11. In the RESULT section, in the Report Title text box, enter the title of the report.
  12. In the Description box, enter the description of the report.
  13. From the Employee Filter dropdown list, filter the employees.
  14. Select Accessible for all users/Select users to allow them edit the report as per your requirement.
  15. Click Export to download the report.
  16. Click Save Report to save the report.

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Related Links:

Video: To watch videos on the Query Builder page, click here.

FAQs: To read more FAQs about Query Builder, click here.

Documentation:  To learn more about the Query Builder page, click here. 

Product Update: To read about the product update, click here.

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