“Tasks Past Due” is a report created to help analyze overdue tasks so you can more easily plan next steps.


For customers who looking for a way to reconcile leads and children with another system, we now have a way for you to export both lead and child ID numbers! 

Under Administrative Reports, Lead and Child Export Report, the Lead ID and Child ID are available to appear in the export for easy reference and follow-up.
To see these in your reports go to Reports > Administrative > Click Customize at the bottom and you can see Child ID and Lead ID.

What this looks like:

Please don't hesitate to reach out to the Success Team should you have any questions.

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