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Use the Tasks export to export all Tasks for a Participant or Team Member within a date range.
To generate an export Invoices head to the Exports page in Astalty. Then click Create Export and select Tasks or click here.
The start of the date range you'd like to export Tasks for.
The end of the date range you'd like to export Tasks for.
The Participant you'd like to export Tasks for
The Team Member you'd like to export Tasks for.
Tick this option if you'd like Astalty to include unbillable Tasks in the export.
If you select this option, the export will contain all Charges associated with the Tasks.Ω
After selecting all the relevant information, click on “Create Export”.
When the export is ready, you will receive a notification via email. You can then download the export by heading to the Exports page and clicking Download on the relevant export.
The report will contain information such as:
Date
Team Member
Participant Name
Task Name
Total Cost
Billable
This procedure will guide you through exporting and downloading a detailed report of tasks, including cost and billability, for a specific date range, Participant, and team member.