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Get a company-wide overview of delegated Tasks...including days overdue and days left before the Task is due! 

 

REPORT INPUT:

see last screenshot for report input selections, which control report output:

  • person running report has the option to select a single Owner each time the report is run, to limit Tasks shown to only those delegated to the selected Owner

  • person running report must enter a date range each time the report is run

 

PRODUCT DESCRIPTION, output:

  • report shows an alphabetical list of Daylite Users that had Tasks delegated to them, where the Tasks is still pending (status is either Open, In Progress, or Pending)  and the Due Date is in the date range entered at report run time 
  • underneath each Daylite User, the report shows the pending Tasks that were delegated to the User, the Tasks are sorted by Due Date ascending
  • for each Task we show: pushpin emoji, Category color, Due Date, number of days overdue or number of days left until it's due, Title, linked Project name(s), linked Opportunity name(s)
  • 💍📞 the diamond ring and telephone images you see in the sample output above are simply emojis that I inserted into the beginning of the object's Name field within my Daylite database, so they're actually characters within the object's Name (the telephone is the first character in the Task's Name, and the ring is the first character in the Opportunity's Name field)
  • 💲 the dollar image you see in the sample output above is an emoji that's inserted before each linked Opportunity Name
  • 🔨 the hammer image you see in the sample output above is an emoji that's inserted before each linked Project Name

 

MORE INFORMATION ON THIS REPORT

  • the Daylite report engine tries to keep data together when possible, the report engine will insert page and line breaks as it sees fit
  • output is PDF only
  • not for resale: buyer may only install their purchased Product on their own computer and on computers within their own company
  • not for resale: report is sold exclusively by Blue Rock. buyer is prohibited from reselling any Product or posting any Product for public use or distribution to other individuals and companies
  • payment is through PayPal; please click the add to cart button to add this report to your order
  • completing the purchase indicates agreement with terms of purchase and delivery

Pending Delegated Tasks for Owner - DL615

SKU: REPORTDELEGATEDTASKS-615
$29.00Price
  • PRODUCT DELIVERY:

    Upon receipt of funds, a link to download the Product will be emailed to the email address you provided at the PayPal site.

    Please make sure that you provide an accurate, working email address when you complete your purchase. Please check both your Inbox and your Junk box.

     

    TERMS OF PURCHASE:

    Completing a purchase indicates agreement with the Blue Rock's terms:

    https://www.daylitehelp.com/reportterms

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