RTasks Quick Reports

Quick Reports are customized reports that allow a user to select specific criteria and filters to create the report they need.  These reports can be generated in PDF or Excel format.  If the data is copied and pasted to a local spreadsheet, you can use that spreadsheet's additional formatting tools to remove and reorganize the information.

Accessing Quick Reports

  • From the the Fax/Print > Reports option in RTasks - select the category Quick Reports
  • Select a report option such as Quick Report - Resident or Quick Report - Staff
  • Select the options you would like displayed for columns
  • Select a filter option - Active, Hold and Reserved; All; Discharged Only; Active Only or Hold only
  • Select the report format: PDF, CSV or Excel
  • Press: Create report