Due/Overdue Tasks


Due/Overdue Tasks

Overview

The Due/Overdue Tasks report allows you to report incomplete tasks associated with Projects, Changes/ECOs, Training, and Quality/CAPA items that are becoming due or are overdue.

To view the Due/Overdue Tasks Report, select the Due/Overdue Tasks link from the Task/Activity Reports section or object specific section of the Home Page.

Report Basics

The Due/Overdue Tasks report contains the following key areas:

Report Options

The report contains an Options pane that allows you to select which objects and states to include in the report. You can display and hide the Options pane by selecting the Options/Menu button.

The Options pane allows you to select/check which objects you wish to include in the report.

The Options pane allows you to specify the timeframe for due tasks.

The report allows you to include specific field values to filter the report results.

Report Results

The report output includes the following fields:

FieldDescription
NumberPart/Key Number for the listed object
DescriptionDescription of the listed object
IndexTask index number
TaskTask name
Start DateTask Start Date
Due DateTask Due Date
Due In DaysNumber of days the until the task is due
% CompleteTask % Complete

The report also contains a column that will indicate the object type/icon.

You can sort any field by clicking the header title. A sort indicator will appear.

The report results will contain hyperlinks to launch the reported objects directly.

Results Export

You can export the results by clicking the Save/Export toolbar button.

From the Export Report panel, you can select the output format and file name.

Once the format and file have been specified, click the Save/Export Results button to create the report.

If the file is created successfully, the download link will be available. To view the report, click the download link.

Results Paging

The report toolbar will display the following information.

If the total number of returned records exceeds the number of results per page, the report will display a paging control.

You can navigate the results pages by clicking a specific page number or by using the Previous and Next buttons.