Create a Task Summary Report

To create a Task Summary Template

1. Open the Reports Manager.
2. Right-click on Task Summary and select New.

The New Task Summary Report Template - Learning page appears.

3. From the left box, select the Tasks to include in your report, and click >>.  
4. Click Next>.

The New Task Summary Report Template - Organization Units page appears.

5. Expand the Organization Units heading to display the Organization Units, Learners heading and Employees.  
6. Select the objects you wish to include in your report template.

Selecting to report on an object that contains descendants will report on the descendants also.  For example, selecting to report on Organization Units will report on all the Learners in all Organization Units in the system.  Selecting to report on Employees only will report on the individual employee.

6. Click Next>.

The New Task Summary Report Template - Filters page appears.

7. Click Add to create a filter.

For more information on using Filters, see Report Filters.

8. Click Next>.

The New Task Summary Report Template - Options page appears.

9. Select to Report on Employees who are complete, Employees who are incomplete, or All Employees.

This option is new to TRACCESS CI (8.6), and allows you to create a single report that displays both Complete and Incomplete. Previous versions of TRACCESS CI required that two reports be generated - one with Complete Employees and one with Incomplete Employees.

10. Select whether to sort by Task or by Employee.
11. Click Next>.

The New Task Summary Report Template - Properties page appears.

12. Select the properties you wish to display in your report, and the way you wish to display them.

For more information on using and displaying report properties, see Report Properties.

13. Click Next>.

The New Task Summary Report Template - Format page appears.

14. Select the view format.

This is the format that the report will be displayed within the TRACCESS application. The possible formats are: TRACCESS Report, Microsoft Excel, Microsoft Excel Data Only, Adobe Acrobat PDF and Microsoft Word Document.

15. Select the mail attachment format.

This is the format that the report will generated in to be sent to your email Inbox. The possible formats are: TRACCESS Report, Microsoft Excel, Microsoft Excel Data Only, Adobe Acrobat PDF and Microsoft Word Document.

16. Select whether or not to zip the mail attachment.

Please note:  This will decrease the overall file size allowing you to generate and receive larger reports.  However, you may wish to check whether or not attachments with a *.zip extension are currently being blocked by your email system before checking this option.

If the generated report is larger than the value shown in this dialog, you will receive a message indicating the completion status of the report, and that it was unable to include the attachment due to its size.  In this case, you can still view the report within TRACCESS, and subsequently export it.

17. Click OK.

The template will appear in edit mode under the Task Summary heading.

18. Type a name for the report template and click <Enter>.

To generate a report from a template

1. Select a template from under the Task Summary heading in the Report Manager tree.
2. Right-click on the Template and select Generate Report.
   OR
   In the context view, click the Generate button.

The Generate Report dialog appears. The Title field is populated with the name of the template.

3. (optional) Enter a name for the report in the Title field.
4. (optional) Enter a description of the report.
5. Click Generate.

In the context view, a new report appears in the Generated Reports box.  While the report is generating, appears in front of the report name.  This icon changes to a icon once the report is generated.

To view a generated report

1. Select a template from under the Task Summary heading in the Report Manager tree.
2. In the context view, select the report and click View.