View Individual Board Assignment Reports

If you want a report that only contains data for a specific board, you can access the Individual Board Assignment Report. The report opens in PDF format in a new window. You can save or print the PDF file.

To view the Individual Board Assignment Report

  1. Access the Admin View.

  2. In the main menu, click the workflows icon workflows icon. The Workflows page opens.

  3. On the Boards tab, click the name of the board for which you want to view the assignment report.

    Boards Page

  4. On the Edit Board page, go to the Reports section.

    • To open the report in a new window, click Individual Board Assignment - View. Opening the report in a new window allows you to print it as a PDF.

    • To export the report as a CSV (comma-separated value) file, click Individual Board Assignment - Export to CSV.

      Reports Section