How to Run a Task Report Export

Task Report Export allows administrators to generate downloadable reports containing task submission data collected through forms in the field. This feature is designed to support reporting, auditing, and operational analysis by providing flexible filtering options across form templates, employees, channels, working groups, and submission periods. In this guide, you'll learn how Task Report Export helps you retrieve and organize form submission data for further review and analysis.

Export requests are processed in the background, allowing large datasets to be generated without interrupting ongoing work in the Client Portal. Each export is recorded with its configuration details, generation status, and audit information, making it easier to track reporting activities and maintain compliance. By using Task Report Export, administrators can efficiently access structured task data and create reports that support operational monitoring and decision-making.