Create a Current Reminders Report

This page explains how to create a report of reminders due today, with an option of including reminders that are past due.

Context

If any uncompleted reminders are in the database Trash Flow will automatically open the Reminders window on startup. That will always show all of your current and past due reminders (there's also an option to include entries for so many days into the future as well). However, if the list gets long it can be difficult to get an overall picture by scrolling through. This report gives you a way to look at all the reminders for different users in Trash Flow.

Create the Report

  1. Click Reports > Reminder Reports > Current Reminders Report.
  2. Leave Include old reminders? checked if you want the report to include entries that are past due. Unchecking the option will list only the reminders for today.
  3. Use Business and Users?, if desired, to filter which entries will be included. Users here means "only reminders assigned to this particular user," not necessarily the person who created them.
  4. Choose whether you want to Sort by date, customer, or user.
  5. Click OK to review the report.

Sample Report

• Provide an explanation of the labels and text in the report.

• Tell the reader which filters were applied for the sample report. (Choose filters that support common uses.)

• If a report will look significantly different based on which filters are applied, consider providing more than one sample.

See Also

Links to other relevant topics