Create Task and Coparenting History Reports
Task records and Coparenting History answer different questions. A Task report focuses on shared responsibilities. Coparenting History creates a broader timeline of changes made in the family workspace.
Create a Task Report or Export
- Open More Tools > Reports > Tasks.
- Choose Court Report for a PDF or Data Export for a CSV file.
- Set an optional date range.
- For a PDF, choose whether to include a certificate.
- Generate the report or export.
The PDF separates open and completed tasks. It includes titles, due dates, assignees, completion dates, and who completed each completed task. The CSV includes due date, title, description, status, assignee, creation date, and completion date in spreadsheet form.
The CSV date filter uses a task’s due date when it has one and otherwise uses its creation date. Tasks without either date are included. In the current Task PDF, the selected dates appear in the report details, but the rows include all tasks in the family workspace. Use the CSV export when you need the task rows filtered to the selected dates.
The Tasks option appears only when shared tasks are available for the family. If shared tasks later become unavailable, previously completed reports can remain in Report History even though you cannot create a new task report.
Create a Coparenting History Report
- Open More Tools > Reports > Coparenting History.
- Choose an optional date range.
- Choose whether to include a certificate.
- Tap Generate Report.
Coparenting History is a PDF timeline. It can include document uploads, task changes, expense updates, and family membership events, ordered by date. It does not include the full content of every message, journal entry, or attachment, and there is no CSV version.
If the selected range contains no history events, BestInterest cannot create the report. Broaden the dates or choose another report area for the records you need.
Download a Completed PDF
PDFs appear under Report History on the same screen. Wait for the status to change from Generating to Complete, then use the download button. Save reports you need because generated files expire from report history after 90 days.
Related Articles
Was this helpful?
Still need help?
Contact Support