1 result found

1. Make Task Consultant Available in GRAB Reporting

   Summary

   As a Box+Dice user, I want the Task Consultant (Task Assignee) field to be available within GRAB reporting so that I can generate accurate reports showing who each task has been assigned to.

   Problem

   The current Task Reports available from the Task Manager can only be generated per consultant within the Task Manager itself.

   Although every task stores an assigned Task Consultant, this field is not exposed to the GRAB reporting engine. Instead, GRAB only has access to the following task fields:

   Subject
   Due Date
   Type
   Category
   Property Address
   Contacts
   Notes

   Because the Task Consultant field is unavailable, users cannot report on the person actually responsible for completing a task.

   The closest available field is Listing Consultant, which produces inaccurate and misleading reports whenever tasks are assigned to consultants other than the listing consultant.

   Business Impact

   This limitation prevents agencies from:

   Reporting on workload by consultant.
   Measuring task completion and performance by assignee.
   Producing management reports showing who owns outstanding tasks.
   Auditing task allocation across teams.
   Exporting accurate task assignment information for operational reporting.

   Managers are currently unable to obtain an accurate view of consultant workloads using GRAB.

   Proposed Solution

   Expose the Task Consultant (Task Assignee) field to the GRAB reporting engine so it can be:

   Selected as a report column.
   Used as a filter.
   Used for grouping.
   Used for sorting.

   This field should reflect the consultant assigned to the task, not the listing consultant.

   Expected Outcome

   Users can build reports that accurately display the consultant assigned to each task, providing reliable workload and performance reporting across the agency.

   Summary

   As a Box+Dice user, I want the Task Consultant (Task Assignee) field to be available within GRAB reporting so that I can generate accurate reports showing who each task has been assigned to.

   Problem

   The current Task Reports available from the Task Manager can only be generated per consultant within the Task Manager itself.

   Although every task stores an assigned Task Consultant, this field is not exposed to the GRAB reporting engine. Instead, GRAB only has access to the following task fields:

   Subject
   Due Date
   Type
   Category
   Property Address
   Contacts
   Notes

   Because the Task Consultant field is unavailable, users… more

   3 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Reporting  ·  delete…  ·  Admin →
   How important is this to you?

   Low Importance You must login first! Would Be Nice You must login first! We'd Love This! You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gathering Requirements  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

   Hi Marina,

   The Product Team are reviewing your suggestion