REVIEW - Report & notify
Use the dashboards, receive reports, and spot trends.
By Marie and 2 others3 authors17 articles
- Get reports delivered to your inboxAdd or remove users from notifications, reports, alerts and daily digest
- Trail's Task Reports APIOur Task Reports dashboard has been designed to suit a variety of customer needs. Want something more bespoke? Take a look at our API.
- Review & approve completed tasksRequire approval after tasks have been completed
- Notify teams when an automated task is added to TrailEnsure teams know an automated task has been added to Trail
- Use Task Reports to review site history and export or download dataView all tasks from all sites in a fully searchable & customisable list
- Spotting trends with Task ReportsBuild granular reports & spot trends with customisable views
- Review Tasks CentrallyUse Task Reports to review completed tasks across multiple sites
- Use Task Reports to review missed tasks and early tasksView all tasks from all sites in a fully searchable & customisable list
- Monitoring Time StampsBenefits of using time stamps within Trail
- Review comments on tasksReview comments added by team members when completing tasks to gain additional context on tasks
- Gain insights into tasks that aren't completed as expectedFind 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.
- Export tasks in PDF or CSVGet organized and analyze your task information effortlessly with Trail's export feature.
- Reporting on User/Role performanceCheck the progress of your teams and ensure success in every area of the business with personalised logins.
- Exporting from Task ReportsExport Task Reports as a PDF or a CSV