Task Reports | Online Help | Zoho Projects

Task Reports

Task reports view provide a consolidated view of all the tasks in a project based on their status, milestone, priority, owner, and completion percentage.

Benefits:

  1. Get the task count based on completion percentage
  2. View each user's tasks by percent completed
  3. Tailor-make the reports by comparing any two criteria and generate task report
Task and Issue reports: Basic reports are available in all our plans. Advanced reports are available in all our paid plans.
  1. Click Projects in the left navigation panel and navigate to your project. 
  2. Click Gantt & Report in the top band.
  3. Select Task Reports from the drop-down.
    1. Here, you will find six Basic Reports and four Advanced Reports.
    2. Basic Reports gives you the task count against five different criteria: Status, Milestone, Priority, Tags, Owner, or Completion Percentage.
    3. Advanced Reports gives you owner-wise task count by Status, Priority, or Completion. You can also create Custom Task Report based on different criteria.
    4. Advanced Reports are available in all our paid plans.
    5. You can change the Chart Type from the drop-down in the upper-right corner. Click to customize your filter criteria and get the results accordingly.
    6. Click on the chart columns to open the corresponding task view.

Advanced Reports

Create your own reports with our Advanced Reports. Custom Task Reports lets you compare various criteria and generate task reports. 
  1. Click Projects in the left navigation panel and navigate to your project. 
  2. Click Gantt & Report in the top band.
  3. Select Task Reports from the drop-down. 
  4. Navigate to Advanced Reports.
  5. Select from our predefined criteria or click Custom Task Report to see more customized reports.

Export Task Reports

You can export task reports and save them as a PDF file for easy access.

  1. Navigate to Task Reports.
  2. Click and click Export to PDF.

Custom View based Reports

Create reports based on your task custom views. Both Basic and Advanced Reports can be generated.

  1. Click Projects in the left navigation panel and navigate to your project. 
  2. Click Gantt & Report in the top band.
  3. Select Task Reports from the drop-down. 
  4. Generate reports based on the predefined criteria or use Custom Task Report to generate more advanced reports.

Global Task Report

  1. Click Reports in the left navigation panel.
  2. Click on the drop-down panel.
  3. Select Task Reports.
  4. 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.
  1. Click Reports in the left navigation panel.
  2. Click on the drop-down panel and select Task Reports.
  3. Click Custom Task Report under Advanced Reports.
  4. 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.
  1. Click Reports in the left navigation panel.
  2. Click on the drop-down panel and select Task Reports.
  3. Click Custom Time-based Report under Advanced Reports.
  4. Select the criteria and then click Apply.



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              



                            



                          Manage your brands on social media




                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now




                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now










                                                                                          • Related Articles

                                                                                          • Org Level Timesheet Reports

                                                                                            The org level timesheet report display time logs across all projects. The reports shows the billable hours, non-billable hours, and the project budget (if enabled). The report can be viewed by projects or by clients. Click Reports in the left ...
                                                                                          • Org Level Issue Reports

                                                                                            Users can view organization-level issue reports. These reports display the number of issues across all of the organization's projects based on a variety of parameters. Availability: Latest user based Enterprise plan. Benefits: Basic Reports: View ...
                                                                                          • Project Reports

                                                                                            Project reports display project count against various parameters. Users can create custom project reports by comparing two criteria. Custom and default fields in projects can be used to generate reports. Availability: Latest user-based Enterprise ...
                                                                                          • Timesheet Reports

                                                                                            Timesheet Reports Timesheet reports help you track the hours logged for tasks and issues. The Advanced Reports show the approved, rejected, and pending hours logged by each user. Billable and Non-billable Timesheet report shows how many hours are ...
                                                                                          • Issue Reports

                                                                                            Issue Reports give deep insights on the status of the issues. Issues can be analyzed based on numerous parameters. Feature Availability: Premium and Enterprise plans Basic Reports Basic reports show the status of issues using the most common ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources