Updated Estate and Trust Task Reports

The task report for estate and trust files has been revamped with more control over what gets included and how it’s generated.

You can now configure the report across the following options:

Format

Generate the report as a DOCX or PDF. The document name is customizable before download.

Report Language

Generate in English or French.

Completed Tasks

• Choose whether to include completed tasks.
• Set a date range using Completed Date From and Completed Date To.
• Choose whether due dates appear in the report.

Outstanding Tasks

• Choose whether to include outstanding tasks.
• Set a date range using Due Date From and Due Date To.
• Choose whether to include tasks with no due date.

The report can be emailed directly or downloaded on generation.