Build an "All Open Tasks" Report

Create an All Open Tasks report to see how many open tasks your team must complete by a certain date, week, or month. You can compare these numbers weeks over week to see improvements or declines in productivity.

1. Navigate to the Reports tab.
2. Click New Report.
3. Select Tasks & Event for the report type.
4. Click Filters.
5. Apply the following filters:
   1. Change the Show Me filter to All Activities to see all the activities created.
   2. Change the Date filter to All Time. If you want to filter your report to see tasks based on a certain due date, change the Date filter. For example, switch to This Week to only see tasks that are due for the week.
   3. Change the Show filter to Tasks to see only open tasks.
6. Save your changes.
7. Give your report a name and choose whether to make it public or private.
   1. If you select Private Reports, only you can see the report. If you select Public Reports, then everyone with access to reports in Salesforce can see the report.
8. Save your changes.