Blog Post

Xplan Hub
4 MIN READ

Are you getting the most out of the Xplan Task Hub?

courtney.youngblutt's avatar
courtney.youngblutt
Icon for Iress Contributor rankIress Contributor
4 months ago
By now, the Task Hub is likely front and centre of your daily activity in Xplan. Did you drift across from the Classic View without much thought or planning, or did you pause for a moment and conside...
Updated 4 months ago
Version 1.0
task hub
siva.mehta's avatar
siva.mehta
Network Navigator
8 days ago

Hi Courtney, is it possible to run reports on the status of the checklists within Tasks?

courtney.youngblutt's avatar
courtney.youngblutt
Icon for Iress Contributor rankIress Contributor
4 days ago

Hi siva.mehta​! Great question - you can currently report on task checklist items using Xport - see an example of the data set you could use below.

Report type = Tasks. Then Data source = Tasks  -> Task Check List (child of Tasks)  -> Task Check List Item (child of Check List ).

These fields are available for task checklists. 

Also, keep an eye on the roadmap as tasks will be included in an Xplan Business Intelligence tool release later this year or early next. 

I hope this helps - let me know if you have further questions at all!

 

Related Content