How do I create a Task History Report?

The Task History Report allows you to report on the changes made to selected Tasks in a given period of time.

Step-By-Step Guide

The report will show you what changes were made to the fields you have selected, when they were made and by whom:


To run this report first, go to the report screen by clicking on Reports at the top of the screen, then select Task History Report under the ‘Built In Column’ column:


It is important that you filter the report and select only those Tasks that you would like to include in your report. To do so click on the Filter bar, then select the field you would like to filter the report by, such as Task Priority, Entity, Business Unit, Task Category or Task Change History Period:


Drag and drop the fields that you would like to include in the report by clicking and holding the ellipsis, and to add more fields start typing in the white box beneath Fields. You can also sort and group your report by different fields, so for example you can create a report and group them by the Person Responsible for the Tasks.

You can Export your Task History Report to PDF ONLY. To generate the report to PDF, click on Export.