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The Tasks By Supplier report shows all tasks of a particular status
for a supplier during a specified date range. The report also shows the
job name and the duration of the task. Use the View
Printable and View
In Excel links for printing options.
To generate the report:
Enter the name of the Supplier
in the supplier text field or leave blank to search for all suppliers.
Enter a job name in the Job
text field or leave blank to search for all jobs.
Click the Task
Status drop down box and choose the appropriate status for the
tasks to appear in the report.
Click the Date
Range field and type the appropriate date ranges.
Use the Supplier
Name Starting With drop down box to filter the report by suppliers
beginning with a certain letter.
Click the Max
Rows field and type the desired number of rows to appear in the
report.
Click the Industry
drop down box to filter the report by industry.
Use the Job Status
filter to only show jobs with a specific status or all statuses.
Click Generate
Report.
Where does that come from?
Below is a list of information in the Tasks by Supplier report and where
the information comes from.
Report Filters
Supplier
- Allows you to perform a “like” search. This will search all supplier
names for any part of the text entered.
Job -
Allows you to perform a “like”
search. This will search all job names for any part of the text entered.
Task Status
- Allows the report to be filtered by task status.
Date Range
- Allows you to look for tasks with an end date within the range
specified. This field defaults to today’s date and the same date in the
next month.
Supplier
Name Starting With - Allows you to filter suppliers by the first
letter of their name.
Ex. Choosing T would find "The
Cleaning Company" and "Terry’s Cleaning."
Max Rows
- Allows you to choose the number of rows of data returned to the
page.
Industry
Filter - Shows all the industry filters by which you can filter
the report.
Ex. Choosing Framing will show all the framing tasks.
Job Status
Filter - Allows you to filter the report by specific job statuses.
Report Columns
Job Name
- Shows the date the task is scheduled to start and the job name
for the task found according to your filter criteria.
Task Name
- Shows the name of the task.
Duration
- The number of days to perform this task. The date in parenthesis
is the end date of the task.
Status -
Shows the status of the task.
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