Time Management Reports

Examples of some key Time Management reports:

Report Name: TM03 Tasks Completed in Last 30 Days

Report Type: Summary report

Initiated From: Deskflow Main Menu > Tools > Reports

Report Purpose: Preview or print a list of completed Deskflow tasks and phone call reminders. Includes User name, completion dates, subject and contact name

Useful To: Management and supervisors for assessing work output

Sort sequence: By User and Completion date

Filter Criteria: All tasks completed in the last 30 days.

Page Break: None

Report Name: TO01a My Diary for Today (from Calendar View)  (old reference # TM05a)

Report Type: Detail report

Initiated From: Only launch from Deskflow Calendar > Print Report for Today Only > For me only

Report Purpose: Preview or print a list of Deskflow appointments, event sessions, meeting invitations, tasks and phone call reminders for today only. Task types are:

•Appointments

•Event Sessions

•Meeting Invitations

•Tasks and Phone Calls

Useful To: Personal use of the current User

Sort sequence: By Task type, date and time

Filter Criteria: All appointments and tasks for today. Excludes overdue tasks and past appointments.

Page Break: None

Report Name: TO01b My Diary for Date Range (from Deskflow Calendar View)   (old reference # TM05b)

Report Type: Detail report

Initiated From: Only launch from Deskflow Calendar > Print Report for Current Date Range > For me only

Report Purpose: Preview or print a list of Deskflow appointments, event sessions, meeting invitations, tasks and phone call reminders for the date range shown on the month calendars at the top right of the view.

•Appointments

•Event Sessions

•Meeting Invitations

•Tasks and Phone Calls

Useful To: Personal use of the current User

Sort sequence: By Task type, date and time

Filter Criteria: All Appointments and Tasks for the date range displayed on the Deskflow calendar. Includes Overdue calls

Page Break: None

Report Name: TM05c My Diary for Today  (old reference TM05c)

Report Type: Detail report

Initiated From: Deskflow Main Menu > Tools > Reports

Report Purpose: Preview or print a list of my Deskflow appointments, event sessions, meeting invitations, tasks and phone call reminders for today only. Task types are:

•Appointments

•Event Sessions

•Meeting Invitations

•Tasks and Phone Calls

Useful To: Personal use of the current User

Sort sequence: By Task type, date and time

Filter Criteria: All appointments & tasks for today. Includes overdue tasks. Excludes appointments not for today.

Page Break: None

Report Name: TM05d My Diary for Date Range  (old reference TM05d)

Report Type: Detail report

Initiated From: Deskflow Main Menu > Tools > Reports

Report Purpose: Preview or print a list of my Deskflow appointments, event sessions, meeting invitations, tasks and phone call reminders for a specified date range. Task types are:

•Appointments

•Event Sessions

•Meeting Invitations

•Tasks and Phone Calls

Useful To: Personal use of the current User

Sort sequence: By Task type, date and time

Filter Criteria: All appointments & tasks in specified date range. Includes overdue tasks.

Page Break: None

Report Name: TM06 All My Appointments & Tasks  (old reference TM06)

Report Type: Detail report

Initiated From: Deskflow Main Menu > Tools > Reports

Report Purpose: Preview or print a list of all my Deskflow appointments, event sessions, meeting invitations, tasks and phone call reminders. Task types are:

•Appointments

•Event Sessions

•Meeting Invitations

•Tasks and Phone Calls

Useful To: Personal use of the current User

Sort sequence: By Task type, date and time

Filter Criteria: All appointments & tasks. Includes overdue tasks but not old appointments

Page Break: None

Report Name: TM12 My Appointments between Dates and All Tasks  (old reference TM12)

Report Type: Detail report

Initiated From: Deskflow Main Menu > Tools > Reports

Report Purpose: Preview or print a list of my Deskflow appointments, event sessions, meeting invitations, tasks and phone call reminders for a specified date range. Task types are:

•Appointments

•Event Sessions

•Meeting Invitations

•Tasks and Phone Calls

Useful To: Personal use of the current User

Sort sequence: By Task type, date and time

Filter Criteria: All appointments & tasks in specified date range. Includes overdue and future tasks.

Page Break: None