Task Management – Action Details New Report

We are pleased to inform you that a new report called the Action Details Report has been added to our system. To access this report, navigate to the Action Details Screen and select the Burger menu. The report provides a comprehensive view of all the details associated with tasks created from the Task Entry Screen. Additionally, it includes action logs for Journal Entries. When you generate the report, it will be available in both Word and PDF formats.

If you wish to customise the template according to your specific requirements, you can easily do so by selecting the Report Template option. We have provided guidelines in a separate post on How to customise the Report template in TEAMS. This feature allows you to tailor the report template to align with your preferences and needs, providing you with greater flexibility and control over the generated reports.