Report for all the tasks for the inactive users

[nayanmule]

Hello,

I want to send out a report to the manager of the users who leave the company. i.e become inactive in servicenow. The report should contain all the pending tasks assigned to the users to be sent to the manager.

Any help would be appreciated.

Thanks in Advance!

[Mark Manders]

What did you already try? Where are you stuck?

A simple trigger on 'active changes to false' on the user record sounds to be your trigger and an email with a link to the tasks that are assigned to that user sound like the solution for the content.

Or even better: create a 'manager' dashboard where they have all this information combined so they can check themselves.

[nayanmule]

Thankyou for your response. 

But I would like to send a excel report of all the tasks not the link as the manager may not have access everytime .

[Rafael Batistot]

Hi @nayanmule 

May you try those steps:

1. Go to Task > All.
2. Apply filter: Assigned to.Active = false AND Active = true.
3. Show columns: Number, Short Description, Assigned to, Assigned to.Manager.
4. Export as PDF or Excel, then email to the manager.

[nayanmule]

Hello,

I want this to be automated in real time not manually.