Skip to main content

Task matrix report for employees and service users

In this article, we explain how to view the task matrix report for employees and service users.

L
Written by Lucy Robbie
Updated over 2 weeks ago

You can view the task matrix report via employee or service user. This shows you the tasks that are due, overdue and completed.

Employees

To export the employee task matrix, follow these simple steps.

  1. Click HR, then click Employee.

  2. Click Reports, then click Task (matrix).

  3. Click the export icon.


Service user

To export the service user task matrix, follow these simple steps.

  1. Click Service User, then click Service User.

  2. Click Reports, then click Task (matrix).

  3. Click the export icon.

Did this answer your question?