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  • How to Generate Tasks Reports




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Objectives

  • Generate Reports Related to Tasks

Steps

The Reports Module has many useful predefined Reports that are segregated as per each related module.

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LEXZUR's Reporting Module can be accessed by clicking

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Reports → All Reports

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You can access the Task Roll Session report from the tasks tab.

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Task Roll Session: The task roll session report lists all the tasks in the system filtered by the assignee

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, with all the

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metadata related

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to this task such as: Task type, Description, Workflow Status, Matter Name and so on.

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Note

You can filter by certain criteria through Advanced Search hyperlink



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