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November 25, 2024
Question

Generating Task report

  • November 25, 2024
  • 4 replies
  • 0 views

Hello,

Its my first time working on reports. I am trying to generate a task report type and i am choosing context as tasks by process. I want to get a list of tasks in the process instance. However, everytime i open the report, i cannot see the latest instance details. I need to add it manually to view the details. Can anyone please help me understand if i am missing out anything?
Thanks in advance!

    4 replies

    sarathkumr268295
    November 26, 2024

    What do you mean by adding the instance?

    riyak9492Author
    November 26, 2024

    I wish to get list of all the tasks that have been assigned at the time when i run the process.

    stefanhelzle0001
    November 26, 2024

    I recorded I podcast episode on process reports and also wrote a blog post. Find both here: https://appian.rocks/

    To get tasks assigned to a user, I suggest to copy the "Tasks for User" report.

    Find a list of prebuilt reports here: https://docs.appian.com/suite/help/24.4/Process_Reports.html#prebuilt-system-reports

    Keep in mind to always create a copy of them!