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.