Export Filtered Data from Checklist and Reconciliations Tabs, including Tags!
FloQast has filters and tags to help sort through the many checklist items and reconciliations that are assigned for each company. Users can select one or more options to get a filtered view of tasks. For example, a user could select "Assigned to me" and "Incomplete" to only view their own tasks that are still outstanding.
FloQast also offers an "Export" option where users can download (Excel or PDF) a status report of the checklist items or reconciliations for the month. This report can be especially useful for internal reporting purposes, or just to have a hard copy of upcoming tasks. Previously, this Export option produced a report that included ALL tasks for a given entity. It also did not include the tags assigned to given tasks.
Now, the Filter and Export option can be combined! Users can turn on filters and then export a report that only shows the filtered results. For example, selecting "Assigned to me" and "#high_risk" and then exporting to Excel will produce a report that only contains the relevant items. A column for tags will also be included in the export.
These filtered reports can be run in both the Checklist and Reconciliation tabs. Try exporting filtered data if you need a specific report!