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: You will need to have our Intelligent Team Automation (Tasks and Issues) feature set enabled to use this workflow! If you do not see Tasks and Issues in Fulcrum, please reach out to our support team via our in-app chat to learn more about this new functionality and to have them enable it.

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

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

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