Task Report
The Task Report gives you a complete view of all tasks across your projects. You can see each task's status, due date and assignee, measure how each team member is performing, and compare estimated hours against time actually spent.
The report has three views that you switch between using the small icon button group at the top right of the page:
- Task Report (list icon) – every task with full filtering.
- Employee Wise Task Report (people icon) – a per-employee scorecard.
- Consolidated Task Report (list icon) – estimated vs. actual hours per task.
Permission required: Your role must have View Task Report set to All. If you cannot see this report, ask your administrator to enable the permission under Settings → Roles & Permissions.
1. Task Report (main view)
This is the default view. It lists every task and includes a Tasks chart that summarizes tasks by their board column (status).
How to filter the Task Report
- Open Reports → Task Report.
- Set the Duration by choosing a date range from the date picker (labelled Date Range).
- Use the main filter bar to narrow by Status and Project.
- For more options, click More Filters to expand the additional filter panel.
- The table and chart update automatically as you change filters.
- To start over, click Clear Filters.
Main filters
| Filter | What it does |
|---|---|
| Duration | Limits tasks to a chosen date range. |
| Status | Filter by task board column. Choose All, Hide Completed Task (show only unfinished work), or a specific column such as Completed / Incomplete. |
| Project | Show tasks for a single project, or All. Supports type-to-search. |
More Filters
| Filter | What it does |
|---|---|
| Client | Filter by the contact linked to the task. (Shown only when the Contacts module is enabled.) |
| Assign To | Show tasks assigned to a specific employee. |
| Assign By | Show tasks created/assigned by a specific employee. |
| Label | Filter by a colored task label. |
| Task Category | Filter by task category. |
| Billable Task | Show only Yes (billable) or No (non-billable) tasks. |
Columns
| Column | Meaning |
|---|---|
| Task Code | The task's unique code. |
| Task | The task name. |
| Project | Project the task belongs to. |
| Client | The linked contact. |
| Due Date | When the task is due. |
| Assign To | Avatars of the assigned team member(s). |
| Column Status | The task board column (status) the task currently sits in. |
Export
Click Export Excel to download the filtered list as an .xlsx file. (The export button appears only if your role is allowed to export data.)
2. Employee Wise Task Report
Switch to this view to see a one-row summary per employee showing their task workload and how many deadlines they missed.
How to use it
- From the Task Report, click the people icon in the top-right button group.
- Set the Duration and optionally pick a single Employee (or leave on All).
- Review the totals per employee.
A blue banner explains the Missed Deadline column.
Columns
| Column | Meaning |
|---|---|
| Employee Name | The team member. |
| Total Task Assigned | Tasks assigned in the period. |
| Total Task Completed | Tasks marked completed. |
| Total Task Pending | Tasks still open. |
| Missed Deadline | Tasks whose due date passed without completion. |
Export
Click Export Excel to download.
3. Consolidated Task Report
This view compares the estimated hours of each task against the total hours actually spent (calculated from time logs, with breaks removed).
How to use it
- From the Task Report, switch to the Consolidated view via the icon group.
- Set the Duration, and optionally filter by Employee and Project.
Columns
| Column | Meaning |
|---|---|
| Task | The task name. |
| Estimate Hours | Estimated time, shown as hours and minutes. |
| Total Hours Spent | Actual time logged against the task, breaks excluded. |
Export
Click Export Excel to download.
Tips
- Use Hide Completed Task in the Status filter to focus on outstanding work.
- The Employee Wise view is the fastest way to spot missed deadlines and uneven workloads.
- The Consolidated view is ideal for checking whether your time estimates are realistic.