How to use the Tasks & Notes Report
View and export all horse-related tasks and notes in one place.
1. Report List
- Go to Report › Tasks & Notes.
- The table lists tasks and notes with key details: Time, Horse, Location, Barn/Box, Assigned To, Gear, Work, Comment, and Status.
2. Search / Filter
Use the filters at the top to narrow results before exporting or printing.
- Horse Name – select one or multiple horses.
- Assigned To – filter by the staff member responsible.
- Duration – choose a date range (By Day, Week, or Month).
- From – set a specific start date for the report.
- Tasks & Notes – select one or more categories (Procedure, Vaccinations & Drenches, Transport, Dentist, Farrier, Others, Vet Notes, Trott Up, etc.).
- Status – filter by task status (e.g., New, Completed).
- Click Search to apply filters or Reset to clear them.
3. Export CSV
- After filtering, click Export to CSV to download the current list as a CSV file for spreadsheets.
4. Print
- Click Print to create a printer-friendly version of the filtered report.
- Use your browser’s print dialog to save as PDF or print directly.
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