Creating a Report from a Task

  1. When viewing a Task, click on the ‘Reports’ tab.

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  1. This shows a list of created reports and reports that can be created on this Task.

  2. To view created reports, click ‘Preview’ to view the PDF, or ‘View’ to view report details.

  3. To peek a report and check that it is correct, click ‘Peek’.

  4. Upon peeking a report, if it needs to be edited, click ‘Create’.

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  1. Information can be added/changed here. When done, click ‘Save Report’.

  2. Reports can then be sent via the dispatching module.

 

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