Accessing the Report

There are three ways to open the Tasks Report:

1. From the Trustee Suite Main Menu toolbar:

• Click on ‘Reports’.
• Click on the ‘Case’ tab.
• Select ‘Tasks Report’.

-OR-

2. From the Form Selection toolbar on the far left side of the page:

• Click on the ‘Case’ tab.
• Click on the ‘Reports’ link from the Case sub-menu beneath the tabs on the far left side of the screen.
• Click on the ‘Tasks Report’ link.

-OR-

3. From the Home Page Actions section:

• Click on the ‘Home’ tab in the Form Selection toolbar on the far left side of the page.
• In the Actions section, click the ‘xx tasks due for the next week’ link, which will invoke the Parameters for Tasks Report screen shown below.

Generating the Report

From the Parameters for Tasks Report screen, populate the following fields:

• Report Format:  Select either ‘Landscape – With More Details’ or ‘Portrait – Key Information Only’ via the radio buttons.
• Trustee:  Select the Trustee number or ‘-All-‘.
• Case Selection:  Select ‘Specific Case’, ‘All Cases’, ‘Personal (No Case)’ or ‘All Cases and Personal’ via the radio buttons.
• Case:  This filed is only functional if ‘Specific Case’ is selected from the ‘Case Selection’ menu directly above within the screenshot.  If so, select the appropriate case number from the drop-down box.
• Select Dates Based On:  Select the appropriate option from the drop-down list.
• Date Range:  Enter the applicable date range.
• User:  Select a specific user from the drop-down menu (default is ‘BMSW’).
• Task Status:  Select the appropriate option from the drop-down list.
• Include Private Tasks:  Select this checkbox if you wish to include private tasks in your report.
• Include Notes:  Select this checkbox if you wish to include notes pertinent to the case in your report.
• Sort By 1 and Sort By 2:  Select the appropriate option(s) from the drop-down menu(s).
• Page Break:  Select one or both of these checkboxes (to the right of the ‘Sort By’ options) if you would like to include a page break(s) between cases in your report.

Printing the Report

From the Parameters for Tasks Report screen, select from the following options:

• Preview:  Selecting this button enables you to view before printing.
• Print:  Selecting this button sends the report to the default printer.
• To PDF:  This button prints the report to PDF and saves a copy to Document Management.
• Cancel:  This button undoes any changes and cancels the print job.
• Save Defaults:  This button sets the current field selections as the default each time this report is accessed.