The Task Activity Report window displays a list of active tasks from the account and time period selected. The account and time period for the report is selected on the dialog box before the Task Activity Report window is displayed. From the Task Activity Report window, the displayed report can be printed, saved, emailed, or faxed.
Printing a Report
To print a report, select the Print button on the toolbar or select the Print option under the Report menu. The Print option under the Report menu can also be accessed using the keyboard shortcut, Ctrl+P.
Previewing a Print of a Report
To preview a print of a report, select the Preview button on the toolbar or select the Print Preview option under the Report menu.
Saving a Report
To save a report in PDF format, select the Save button on the toolbar or select the Save as PDF option under the Report menu. The Save as PDF option under the Report menu can also be accessed using the keyboard shortcut, Ctrl+S.
To save a report in CSV format, select the Save as CSV option under the Report menu.
Emailing a Report
To email a report, select the Email button on the toolbar or select the Send to Email option under the Report menu. The Send to Email option under the Report menu can also be accessed using the keyboard shortcut, Ctrl+E.
Faxing a report
To fax a report, select the Fax button on the toolbar or select the Send to Fax option under the Report menu.
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