Brokerage Engine Support

Office Task Breakdown Report


Overview:

In this article, we'll cover how to locate and interpret the Office Task Breakdown Report. This report provides a real-time snapshot of ALL active tasks currently in the system broken down by office. Please find the available resources below.


Permission Level:  Admin


Report Details:

  • Report breakdown of all current active tasks by status at company and office level
  • The primary purpose of the report is to provide a quick snapshot of task workload across multiple offices
  • Ability to include/exclude task statuses on graph breakdown
  • Ability to click into specific offices to see full list of active tasks
  • Able to download to PDF

Navigation:


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