Trail

Add or remove users from notifications, reports, alerts and daily digest

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Our Task Reports dashboard has been designed to suit a variety of customer needs. Want something more bespoke? Take a look at our API.

Trail's Task Reports API

Require approval after tasks have been completed

Review & approve completed tasks

Francesca Moores

Caroline Joyce

Amy Dignon

Guide to Dashboards, receiving Reports and spotting trends 

REVIEW - reports & notifications let everyone know it's all done

Share your team’s performance data with the Scores report

Site Score Reports

Sites are scored each day and the results tracked in a dashboard - this feature is available on the Standard plan only

Spotting trends with the Scores Report

Site Scores

View all tasks from all sites in a fully searchable & customisable list

Use Task Reports to review site history and export/download data

Build granular reports & spot trends with customisable views

Spotting trends with Task Reports

Use Task Reports to review completed tasks across multiple sites

Review Tasks Centrally

Use Task Reports to review missed tasks and early tasks

Benefits of using time stamps within Trail

Monitoring Time Stamps

Review comments added by team members when completing tasks to gain additional context on tasks

Review comments on tasks

Find out more about how to Report by Exceptions and keep on top of those instances where tasks aren't completed quite as you'd expect.

Gain insights into tasks that aren't completed as expected

Get organized and analyze your task information effortlessly with Trail's export feature.

Export tasks in PDF or CSV

Check the progress of your teams and ensure success in every area of the business with personalised logins.

Reporting on User/Role performance

Exporting from Task Reports

Jade Summers

Daliana Marcuti

Task Reports

Digests and notifications are gathered in one historical feed

Scan back through the Activity feed

Activity Feed

Find answers and get help from Intercom Support and Community Experts

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