How to view task report on the Back-Office Dashboard?

GuardsPro offers a powerful Task Management feature that allows you to create and assign tasks to guards, ensuring critical duties are completed within a defined time frame at client sites. These tasks can be customized based on site requirements and scheduled to align with guard shifts.

The Task Report feature in GuardsPro provides detailed visibility into the status of each assigned task to guards across various client sites—helping you track what has been completed, what’s pending, and which tasks were missed. This not only enhances operational accountability but also improves compliance, strengthens site performance, and ensures guards stay on top of their responsibilities during their assigned shifts.

✅ Step-by-Step Guide to view the task report. 

Click on the Reports tab from the main menu. Under General Reports, select Task Report. This will direct you to a page where you can view a complete list of all task reports submitted by guards during their assigned shifts. , strengthens site performance, and ensures guards stay on top of their responsibilities during their assigned shifts

🔍 Filtering and Saving Reports Efficiently

Furthermore, you can use the Report Filter to narrow down the task reports based on specific criteria such as client, post site, guard, a defined date range. Simply select the relevant filters to generate a tailored list of the task reports.

To save time in the future, use the ‘Save Filter’ option to store your most frequently used filter settings. This allows you to quickly access filtered data without having to reapply the same criteria each time.

To view the details of a task report, simply click on the specific entry. From there, you can delete or edit guard notes, and add comments or attachments before approving the report.

Once all necessary updates are made, click the ‘Pending’ button under the Status column to approve it.

📤 Emailing or Exporting Incident Reports

For seamless sharing and record-keeping, you can easily email or export these task reports  to clients or members of your security team.

• Email Report : Simply select the desired report to email then click on the three dots next to the Filters option, select "Email Report", choose the attachment type, enter the recipients’ email addresses, and click "Send".
  
  

• To export the report, click on the three dots next to Filters and select either "Export as PDF" or "Export as Excel" from the drop down and the report will be automatically downloaded to your system.

📝 Note: If you select more than 20 reports, the system will process the request and send you an email with a download link instead of downloading them instantly.

If you have any more questions, please feel free to contact our support team anytime. 

Please feel free to watch our informative tutorial video on YouTube: