Lesson 10
Chapter 6 - Task Reports
Task Reports are available in MRSweb. You can run the reports from a selected task.
Chapter 6 - Task Reports
Task Reports are available in MRSweb. You can run the reports from a selected task.
Here's how to open a selected task report:
Option 1: This option is the same in both the Desktop and Mobile version. 1. Click or tap on "Tasks" 2. Select your view style 3. Select the Task by clicking on the task (in the example, we selected "Call Bill Kennedy re: walk through..") 4. Click on the 3 dots on the top right of the Menu bar to open the slidebar menu 5. Click on "Report" near the bottom of the options (you may have to scroll down to find Report) 6. Click on the format in which to run the report (in our example we selected "PDF Document") The Task Report opens. |
Option 2B: This option is for the Mobile version. 1- 3. Repeat steps 1 - 3 as shown in Option 1 4. Tap on the task to open the Review Tasks record (see screenshot to the near right) 5. Tap on the 3 dots on the right of the Menu bar to open the slidebar menu 6. Tap on "Report" near the bottom of the options 5. Tap on the format in which to run the report (in our example we selected "PDF Document") The report opens |