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: Your organization may not have our new Intelligent Team Automation functionality enabled. Please contact support@fulcrumapp.com if you are interested in enabling this functionality.

View Task Report

To generate and view the task report:

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

  2. Select View Report.

  3. Select the Date Range to apply to the report. The report will include all tasks created during the selected Date Range.

  4. Select View Report. The report 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. Select the Date Range to apply to the report. The report will include all issues reported during the selected Date Range.

  4. Select View Report. The report will then open in a new browser tab.

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