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Task matrix report for employees and service users

In this article, we explain how to view the task matrix report for employees and service users.

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Written by Lucy Robbie
Updated over a month ago

You can view the task matrix report via employee or service user. This shows you the tasks that are due, overdue and completed.

Employees

To export the employee task matrix, follow these simple steps.

  1. Click Reports, then click HR.

  2. Click Employee/Reports.

  3. Click Task (Matrix).

  4. Click the export icon.


Service user

To export the service user task matrix, follow these simple steps.

  1. Click Reports, then click Service User.

  2. Click Service User/Reports.

  3. Click Task (Matrix).

  4. Click the export icon.

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