Workflow Task Reminders Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Workflow Task Reminders Report.  

To access the Workflow Task Reminders Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database: 

On the resulting page, your Workflow Task Reminders Report is accessible within the Reminder Reports section: 

After clicking Workflow Tasks, your report will open up, displaying your database's Workflow Task Reminders. Here's a look at a sample Workflow Task Reminders Report: 

This Report displays all of your currently due Workflow Tasks, including the Task Due Date, Workflow Name, Step the Task is a part of, Task Name, Contact Name and to whom the Task is assigned.  

Clicking on a Workflow Name within one of the Task Reminder rows will take you to that Workflow for the contact, where you can take further action with the Workflow.

Above your report, you'll see several Options: 

 

 

The "filter" button presents you with a modal that will allow you to filter by any combination of the items displayed below:

 

Note as well the "Saved Filters" tab here. If you find that you consistently apply the same filters to one of Redtail’s Standard Reports to meet the unique needs of your office, you now have the ability to save those filter options for quicker access to the report data you’re looking for! Learn more here.

 

Clicking export will download the data and allow you to open it up in Microsoft Excel. 

 

The pdf button downloads a report, suitable for printing.  

Search sends the currently displayed contact names in your report to your Advanced Search page, where you can take further actions with those contacts.