How can admin create Task & Checklist report?

The Tasks and Checklists help the admin to streamline and automate various organizational processes.

To create a Task & Checklist report, the admin must perform the following actions:

1. 
   
   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 & Checklist option. The list of fields available for Task & Checklist in the column.
   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 task & checklist report.

 Click here to subscribe to our help videos   

Related Links:

Video-To watch the video on the Query Builder, 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.