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Use Task Reports to review site history and export/download data
Use Task Reports to review site history and export/download data
View all tasks from all sites in a fully searchable & customisable list
Francesca Moores avatar
Written by Francesca Moores
Updated over a week ago

The Task Reports page is a feature of the Standard plans only. Upgrade your plan from your Billing page.

As your operations scale and you add more tasks to your Trail, there’s more information that you need to keep an eye on and action on a daily basis.

This is where Task Reports comes in, a simple destination to keep track of all the important things. Here’s some examples of how to use it:

  • Comparing and spot checking food / equipment temperatures

  • Seeing all the photos and comments for a specific task across multiple sites

  • Checking the progress off an ongoing task e.g menu launch

  • Reviewing fire checks in all your sites across a long period

  • Viewing all your recent site audits

The page contains a list of all the instances since August 2020 of all the tasks in your account.

They’re ordered by start date, with the most recent start dates appearing at the top of the list.

Each task instance shows:

  • Task Title - clicking the title will open that task in a new tab

  • Assigned site

  • Status (In Progress, Overdue, Completed Early, Completed On Time, Completed Late, or Missed)

    • Note: Completed early information is currently only available here, and not on your site’s Trail

    • Note: If a task has been snoozed it won’t show here in this list

  • Counts to show:

    • Checklist Flags (when teams can’t complete things or they’re not applicable)

    • Checks added (when managers add items to the checklist on that task)

    • Comments

Using the buttons at the top of the page you can also show / hide different types of task content.

The search box allows you to search the list by task title, and the results appear as you type.

Note: it begins searching after 2 characters are typed

Tailor the page to show only what you need. Filter data for specific Sites, Tasks, Status and Tag.

You may want a more detailed viewpoint on how your teams operate. For example, are some teams ignoring schedules and completing certain tasks too early? Are some teams less timely than others and putting compliance at risk?

With Shortcuts, we've got these angles covered for you.

Sharing and exporting reports

Send another Trail Admin or Manager a link to your report using the share button - they’ll be able to see a direct view of what you've produced.

You can also download a PDF or CSV file to share with anyone outside of Trail using the Share button.

You can export up to 10 tasks as a PDF at a time, with all the relevant content e.g. checklists, record logs & comments.

Or once you're happy with your report filters and content, just click Download CSV and you'll find the CSV file in your inbox.

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