Workflow Task 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 Report.  

To access the Workflow Task 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 Report is accessible within the Workflow Reports section: 

After clicking Workflow Task Report, your report will open up.  Here's a look at a sample portion of a Workflow Task Report: 

Here you'll see one line for each Workflow Task contained in the report, displaying in columns the Task Due Date, Task Name, Current Step, Workflow Name, Template Name, Category, Linked Contacts, and Assigned To information.

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

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.