This report provides a view of all tasks per profile that have been recorded in MC Trade by your organization's staff within a time frame that you specify. Results are grouped by profile and sub-grouped by task type and lists assigned by, date assigned, description, date due, and reminder date.
This report provides a simple way to track recorded staff activity. You can use the preview pane on the left window (not shown) to jump to different profile results.
How to Run
From the File Menu, choose Reports > Task Reports > Tasks by Profile
Upon running the report, it will prompt you for the following parameter(s):
- Please select a start date (StartDate) - Enter a start date to find task information in.
- Please select an end date (EndDate) - Enter an end date to find task information in.
Here is a sample of the report's output:
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