{"id":"tasks.reports","app":"tasks","title":"Reports, heat maps and exports","summary":"Inspect workload and coverage and export the filtered task list.","url":"https://www.simultem-apps.com/wiki/tasks#reports","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.reports","resourceUri":"wiki://tasks/reports","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["More","charts","PDF","Excel","heat map","generate missing"],"sections":[{"title":"Reporting and exports","steps":["Open the report view from More and review counts/charts by status, role, assignee, priority and cleaning company.","Check the active date and property scope before comparing workload.","Use Export PDF for a printable list or Export Excel for a workbook based on the current filtered view."],"notes":[]},{"title":"Heat map","steps":["Open Heat map and choose the standard task/template and relevant unit scope.","Review how recently each unit received that task and the configured age thresholds.","Review the missing/red tasks before using the generate control.","Check the created tasks in the list and avoid repeating generation without checking the result."],"notes":[]}],"text":"# Tasks: Reports, heat maps and exports\n\nInspect workload and coverage and export the filtered task list.\n\n## Reporting and exports\n\n1. Open the report view from More and review counts/charts by status, role, assignee, priority and cleaning company.\n\n2. Check the active date and property scope before comparing workload.\n\n3. Use Export PDF for a printable list or Export Excel for a workbook based on the current filtered view.\n\n## Heat map\n\n1. Open Heat map and choose the standard task/template and relevant unit scope.\n\n2. Review how recently each unit received that task and the configured age thresholds.\n\n3. Review the missing/red tasks before using the generate control.\n\n4. Check the created tasks in the list and avoid repeating generation without checking the result.","related":[{"id":"tasks.resources-and-recovery","app":"tasks","title":"Unit information, supplies, recovery and exceptions","summary":"Configure operational reference data and special handling rules.","url":"https://www.simultem-apps.com/wiki/tasks#resources-and-recovery","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.resources-and-recovery","resourceUri":"wiki://tasks/resources-and-recovery","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.list-and-filters","app":"tasks","title":"Use the task list and quick edits","summary":"Search, filter, sort and expand tasks in desktop or compact mobile layouts.","url":"https://www.simultem-apps.com/wiki/tasks#list-and-filters","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.list-and-filters","resourceUri":"wiki://tasks/list-and-filters","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}