Fulcrum's new Intelligent Team Automation functionality includes the ability to generate PDF reports of your organization's tasks or issues. This article covers how to:

  1. View Task Report

  2. View Issue Status Report

NOTE: If you don't have Tasks and Issues enabled, you'll need to turn on Fulcrum's Intelligent Team Automation features.

View Task Report

To generate and view the task report:

  1. Navigate to the tasks list by selecting Tasks on the left navigation.

  2. Filter your Task list by applying any desired filters at the top.

  3. Select View Report.

  4. Select View Report. The report of the filtered list will then open in a new browser tab.

View Issue Status Report

To generate and view the task report:

  1. Navigate to the issues list by selecting Issues on the left navigation.

  2. Select View Report.

  3. Filter your Issues list by applying any desired filters at the top.

  4. Select View Report. The report of the filtered list will then open in a new browser tab.

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