Create a Reminders Report

This page explains how to create a report of reminders due within a given date range.

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. Use the Start Date and End Date to pick the period desired.
  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. Under Report Format choose whether to create a printout or a CSV file.
  6. Click OK to review the report.

Sample Report


 

Each line is a reminder due within the provided date range and not yet marked as completed. There's the Date it's for, the relevant Customer (if applicable), the User(s) assigned to take care of the matter, and the Description of what to do.

See Also

Links to other relevant topics