Portal Level Task Reports
Task Report at a portal level provides a comprehensive view of tasks across the portal. Users can gather insights based on task progress, completion rates, and other significant metrics.
Chart Configuration
Chart configuration tab allows users to select a chart type and plot the preferred fields on the X and Y axis. Users can also group these charts and filter them according to their requirements. To access the chart configuration,
- Click Reports in the left navigation panel.
- Click the drop-down panel and select Task Reports.
- Click the
icon on the top right corner of your tab.
- Select a chart type to view it.
- Select any field as X axis, Y axis, and select a group.
- Click Apply.
Types of Task Reports:
Basic Reports
- Status - Report generated to view task count based on the status of tasks.
- Owner - Report generated to v iew task count based on the Owner.
- Priority - Report generated to v iew task count based on the priority of tasks.
- Completion Percentage - Report generated to view task count based on the completion percentage of tasks.
- Tags - Report generated to v iew task count based on the tags.
- Project - Report generated to view the number of tasks in each project.
Advanced Reports
- Owner-wise Task Status - Report generated to view the task count based on the status set by the owner.
- Owner-wise Task Priority - Report generated to view the task count based on the priority set by the owner.
- Owner-wise Task Completion - Report generated to view the task count based on the completion percentage set by the owner.
- Project-wise Task Status - Report generated to view the task count based on the status for each project.
- Project-wise Task Owner - Report generated to view task count based on the owner for each project.
- Created Vs Completed - Report generated to view task count based on the number of tasks created vs. completed within a specific time frame.
Created Vs Completed Report
Created vs Completed report allows the users to compare the number of tasks created against the number of tasks completed within a specific time frame. Users can view the count, sum, average, minimum and maximum values of the tasks against the created and completed time.
- Click Reports in the left navigation panel.
- Click on the drop-down panel and select Task Reports.
- Click Created Vs Completed under Advanced Reports.
- Select the chart type.
- Select the criteria and then click Apply.
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