Exporting task reports by profile

By the end of this guide, you will be able to generate a report for a specific task template (e.g. Asbestos Survey) for a group of profiles (e.g. Buildings, People, Churches, Halls etc.) showing the most recent completion date for the task.

This feature is a helpful tool to keep track of tasks and their completion dates and makes it easy to identify gaps in your records

1. Click on Profiles (#1) in the main navigation bar - This will reveal a drop-down list of options. Select the category of profile for your report. In our example, we will be generating our report for our  "Buildings" (#2).
   
   
2. If your profiles are broken into pages, click the page you wish to generate your report. In our case, buildings are broken down into Churches, Church halls, Parish Houses/ Presbytery and All. We're going to generate our report for the Churches page (#3).
   
   
    
3. Click on the Export button (#4) - Once you are ready to generate your report, Click the export button located next to the search bar. This will give you a dropdown choice of either "Task Data CSV/Excel" or "CSV/Excel". 
   
   
    
4. Select the "Task Data CSV/Excel" (#5) option - This will then prompt you to choose a task template to report against.
   
   
    
5. Choose the Task Template - Search for the specific task template you want to generate a report for, such as an asbestos survey or fire risk assessment. Select the chosen task template (#6).
   
   Note: At the moment, the feature only supports one task template, so you will have to run this for each one that you want to view.
   
   
   
    
6. Click "Export Buildings Task Report" - After selecting the task template, click on the "Export Buildings Task Report" button (#7). 
   
   This will generate an Excel CSV file that will be downloaded to your computer (#8). The data structure is simple and can be customised to your preference.
   
   
   
    
7. Review the Report - In the report, you will see all of the buildings that were in the selected category, along with a column showing the last completed date of that particular task. 
   
   Note: If a blank space appears in the column, it means that the task either has not been added to the building profile, or it hasn't been completed.