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How to Create Task Reports in Raken

In this article, learn how to generate PDF and Excel task reports in Raken to track open and completed tasks across one or more projects.

Written by Carolina Manos
Updated today

Managing tasks across multiple projects means you need an easy way to see what's open, what's done, and what's overdue. Raken's Task Reports let you export a full view of project tasks as a PDF or Excel file—delivered directly to your inbox.


Quick Answer

To generate a task report:

  1. Log into the Raken Web App.

  2. Click Projects in the left side navigation bar.

  3. Click the Reports button, then select Tasks.

  4. Select your project(s) and the task types you want to include.

  5. Enter the email address for delivery and submit.


How to Create a Task Report on the Web

Step 1: Navigate to Reports

Log into the Raken Web App. Click Projects in the left side navigation bar.

Step 2: Open Task Reports

Click the Reports button at the top of the page, then select Tasks.

Step 3: Configure Your Report

Select the project(s) you want to include and choose the task types—open, completed, or all. Enter the email address where you want the report delivered.

Step 4: Generate the Report

Submit your selection. The Task Report will arrive in your inbox as a PDF or Excel file shortly.


Troubleshooting and FAQ

Can I include tasks from multiple projects in one report?

Yes. When configuring the report, you can select multiple projects to include in a single export.

What format is the Task Report delivered in?

Task Reports are available in PDF and Excel (.xlsx) format.

How long does it take to receive the report?

Reports are typically delivered within a few minutes to the email address you provided.


Technical Specifications

  • Platform: Web App only

  • Access: Account Administrators and Project Administrators

  • Export formats: PDF and Excel (.xlsx)

  • Delivery: Emailed to the address entered at report generation


Considerations

  • Task Reports are generated on demand—there is no scheduled delivery option for task reports.

  • Keep tasks up to date in Raken so exported reports accurately reflect current project status.


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More Questions?

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