In AdviceOS the user has the ability to extract a report on all the user’s tasks and preset tasks. To do this, the user will need to click on HOME>QUICK LINKS>Quick reports>Overviews

 

 

Click the Task details option in the Reporting Overview screen, choose the appropriate filters (Licensee, Practice, User Filters) and then click Run report

Please note that the Report level drop down box will determine which of the filter options you will be able to select.

Example 1. If the Report level is set to Licensee, the Practice filter and User filter will be deactivated.

Example 2. If the Report level is set to Practice, the User filter will be deactivated.

 

The relevant task records will be displayed on screen and also be exported to a spreadsheet via the Export to Excel button