Designing Task Reports to add additional columns

The data source of the task reports contains additional fields that are not displayed on the standard reports.

Available data fields

To view all the available fields output the MS Excel (RAW) format. The column headers represent the field names that are available.

Some of the common fields requested include:

• "AdminName" field (the job's long name, e.g. ABC Partnership Pty Ltd), and the "AdminFullName" field (the job's long name including the job suffix)
• "AdminFullName" field (the job's long name including the job suffix, e.g. ABC Partnership Pty Ltd (In Liquidation))

Add a new report

Once you know the field you want to add to your report, create a custom report and add a field, here is the step by step description of designing your own task report:

1. Open the Task Report Wizard

2. Click "Back" to expose the report list

3. Right-click on the report and select "New Report based on .."

4. Enter the new report name

The new report has been added.

Designing the report format

To customise the report format:

1. Right-click on the new report and select "Design report"

2. Change the Datafield properties and/or move fields around

Note:

If you want to hide columns, set the VISIBLE property to FALSE rather than deleting fields (as deleting fields can create an error running the report).