Contextual Help - Administration: Task Overview Report

The Task Overview Report displays all task fields except the "Details" and the "Comments" fields. By default, this report will show all incomplete tasks for all projects.

This window has 3 parts: the title bar, the search bar and the report table. 

  • The title bar tells you where you are in AceProject. At the end of the title bar you will find a link to contextual help.
    • The "Printer Version" link opens a window that contains only the tasks that correspond to your search criteria. You can choose the number of tasks per page.
    • The Export link opens a window that allows you to export the task overview report that is displayed on your screen. Export is available in two formats: CSV and pure Excel.
      • The following options can be set when exporting:
        • Column Delimiter (separate items with a comma, a semicolon or with tabulation).
        • Decimal Symbol (dot or comma)
        • Date Format
        • Export On-Screen Columns Only (un-checking this box will export hidden columns as well).
        • Remove HTML Tags (un-checking this box will export all HTML code that may have been used for text formatting).
    • The title bar will also display the total number of tasks that correspond to your search. 
  • The search bar is used to filter the information you want in the report. 
    • Simply choose the search criteria you need and click the "Generate Report" button. AceProject will display tasks accordingly. 
  • The Report table displays all items that correspond to your search. 
    • You can sort the table by clicking on any column header: click once to sort in ascending order and twice to sort in descending order. 
    • Click on the task number to open it. 
      • If there is a file icon next to the task summary (), this means there are file(s) attached to the task. Click on the file number to open the task's file attachment tab.
      • If there is a clock icon next to the task summary (), this means you have an IN/OUT item active for this task. Click the clock to edit your counter.
      • If there is a dependency icon next to the task summary (, or ) this means that the task is linked with tasks.
    • Click on the project name to open the project's tasks.
    • By default, this report will show all incomplete tasks for all projects.

 


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