How can admin create task custom form data report?

Customized reports helps admin to analyze data and identify trends, strengths, weaknesses, opportunities, make informed decisions, and improve organizational processes & strategies

To create a task custom form data report, the admin must perform the following actions:

1. 1. From the greytHR Admin login, navigate to Reports > Query Builder. The Query Builder page opens.
   2. Click + Create Report. The CHOOSE FIELD section appears.
   3. Under Available Fields, from the Select Category dropdown list, select the Task Custom Form Data option. The list of fields appears.
      Note: It is mandatory to select task names from the Task & Checklist group to extract the report. 
   4. Select the fields and click the ➡ arrow to move the category to Output Fields.
   5. Click Next. The SORT ORDER section appears.
   6. Select the category from the Output Fields and click the ➡ arrow to move the category to Sorting Order.
   7. Click Next. The FILTER CRITERIA section appears.
   8. Under the Quick tab, from the Category Type dropdown list, filter the required category
   9. Click the ➡ arrow to move the filtered category to the next column.
   10. Click Next. The RESULT section appears.
   11. In the RESULT section, in the Report Title text box, enter the title of the report.
   12. In the Description box, enter the description of the report.
   13. From the Employee Filter dropdown list, filter the employees.
   14. Select Accessible for all users/Select users to allow them edit the report as per your requirement.
   15. Click Export to download the report.
   16. Click Save Report to save the report.

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Related Links:

❓FAQs- To read more FAQs about Query Builder, click here.

📃Documentation-To learn more about Query Builder, click here.

▶Video- To watch the video on Reports Gallery, click here.

📢Product Update- To read about the product update, click here.