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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.

App4LegalLEXZUR's Reporting Module can be accessed by clicking on the two arrows next to the Documents module. 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 and , with all the meta data metadata related for to this task such as: Task type, Description, Workflow Status, Matter Name and so on.Image Removed

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Note

You can filter by certain criteria through Advanced Search hyperlink



For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!