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.
Global Task Report
- Click Reports in the left navigation panel.
- Click on the drop-down panel.
- Select Task Reports.
- Select a report type to view it.
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.
- Custom Task Report - Report generated to view task count by comparing any two criteria.
- Custom Time-based Report - Report generated to view task count based on time fields.
Custom Task Reports
Custom task reports lets users create reports by comparing two criteria. Reports can be generated based on custom and default fields.
- Click Reports in the left navigation panel.
- Click on the drop-down panel and select Task Reports.
- Click Custom Task Report under Advanced Reports.
- Select the criteria and then click Apply .
Custom Time-based Reports
Custom Time-based reports lets users create reports based on the time settings selected by the user. The user can choose two time based fields and select the time span in months, weeks , or days.
- Click Reports in the left navigation panel.
- Click on the drop-down panel and select Task Reports.
- Click Custom Time-based Report under Advanced Reports.
- Select the criteria and then click Apply.
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