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Auto-generated task report

Auto-generated task report lists all tasks that are automatically generated by the system and corresponding task information. To access the auto-generated task report, click Auto-generated task report on the left navigation panel under Directory.

You can perform various actions to view and manage requests in the Auto-generated task report.

Choose Columns

You can select the columns that you want to display in the Auto-generated task report. Click the choose columns (Button: Choose columns) button in the upper-right corner, and select the column names in the Choose columns panel from the following column groups: Basic information, User information, and Profile information. Then, click Save to save your choices.

Sort and Filter

To sort and filter tasks in the report, click the Sort and filter (Button: Sort and filter) button in the upper-right corner and complete the following steps:

  1. Sort by – Select a column name from the drop-down list to sort the tasks, and then choose to arrange the tasks in the Ascending or Descending order of the selected column.

  2. Filter by – Select one or more columns from the drop-down list, and then configure the column values as the filter of the tasks.

  3. If you want to reset the filters you configured, click Reset.

  4. Click Save to save all your configurations.

Change View

To include various tasks in the report, you can select from the built-in views, as well as configure custom views based on the built-in views. AvePoint Cloud Governance provides the following built-in views:

- **All** **auto-generated tasks** – It displays all tasks that are automatically generated by the system, and this is the default view of the **Auto-generated task report**. You can set another view as the default view. - **Ongoing** **tasks** – Displays all ongoing auto-generated tasks. - **Tasks** **with exceptions** – Displays all auto-generated tasks with problems encountered.

To change the view, click the Change view (Button: Change view) button, and then select a view from the list.

To configure your custom views, perform the following actions:

- **Save view as** – When you are using a built-in view, you can choose your desired columns, sort, and filter workspaces. If you want to save the current view as a new view, click the Change view (![Button: Change view](/en/cloud-governance-administrator-guide/administration-reports/images/image964.png "Button: Change view")) button, and then click **Save view as**. In the **Save view as** window, enter a view name in the text box and click **Save** to save the view. The view that you created will be displayed under the **Custom views** category in the view list. - **Publish view** – If you want to publish a custom view as a public view, select a custom view in the view list, and then click **Publish view**. The published view will be displayed under the **Published views** category in the view list. Note that all the IT administrators in your tenant can view, edit, or delete the published view. - **Set current view as default** – If you want to set a view to be the default view, select a built-in view or a custom view in the view list, and then click **Set current view as default**. This view will only become your default view and will not become the default view of other IT administrators. - **Delete view** – If you want to delete a view, select a built-in view or a custom view in the view list, and then click **Delete view**. Note that the built-in view **All** **auto-generated tasks** cannot be deleted. - Modify a view – If you change the columns, sorts, and filters in a view and you want to save the changes, you can click the Change view (![Button: Change view](/en/cloud-governance-administrator-guide/administration-reports/images/image965.png "Button: Change view")) button, and then click **Save changes to current view**. Note that the built-in view **All** **auto-generated tasks** cannot be modified.

Export Report

To export the report, including the information of all auto-generated tasks, complete the following steps:

  1. Click Export report on the ribbon.

  2. In the Export report window, choose to Export to a local path or Export to a storage location. If you choose to export to a storage location, select a location from the drop-down list.

  3. Select a file type for the report from the drop-down list: CSV or XSLX.

  4. Click Export.

Refresh Report

You can click Refresh to refresh auto-generated task report.

View Task Information

To view the detailed information of a task, click the summary of the task. In the view details panel, you may see the following task information which varies by the task type:

*Note: The task types now include confirm governance details task, renewal task, renewal approval task, and contact election task.

- Basic information of the workspace – **Name**, **Description**, **Type**, **Membership assignment method**, **Phase**, **Policy**, etc. - User information - Advanced information - Metadata - Links – Links for accessing group/team/community resources, such as **Conversations**, **Notebook**, **Site**, etc.