Reports Overview

Analytics and reporting tools to track performance

Reports Overview

The Reports module consolidates all task-related data into actionable insights. It includes various sections such as Team Report, Daily Timelog, User Activity, and Timesheet, each designed to help managers, leads, and reporting users evaluate task efforts, time utilization, and productivity.

Use reports to track team performance, monitor time usage, and make data-driven decisions about resource allocation.

Report Types

Team Report

  • Overview of each team member's performance
  • Total tasks assigned and completed
  • Total working hours logged
  • Individual task details (expandable)

Daily Timelog

  • Day-wise time breakdown per user
  • Total working time per day
  • Task-specific time allocations
  • Identify time patterns

User Activity

  • All task-related activities
  • Status updates and changes
  • Comments and approvals
  • Complete audit trail

Timesheet

  • Weekly and daily breakdowns
  • Total hours per period
  • Expected vs actual time
  • Exportable formats

Team Report

The Team Report provides an overview of each team member's performance over a selected date range.

Metrics Included

Total tasks, subtasks, working hours, and task statuses

Filters Available

Filter by user, client, project, template, and labels

Export Option

Download reports for external analysis

Expand All

Toggle to view detailed task information

Daily Timelog

Displays a day-wise breakdown of how much time each user has logged, providing insights into daily work patterns.

Data Point Description
User List All users with time entries
Date-wise Logs Chronological time logging
Total Time Working time per user per day
Task Allocation Time spent on specific tasks

User Activity

Captures all task-related activities performed by users, providing a comprehensive audit trail.

Activity Types Tracked

Task Actions

Creation, assignment, status updates

Communication

Comments and discussions

Approvals

Approval actions and decisions

Time Logging

Time entries and adjustments

File Uploads

Attachments and documents

Modifications

Priority and deadline changes

Timesheet

Summarizes working hours across days and weeks for each user, providing structured time data for billing and payroll.

Weekly Breakdown

View hours logged per week by user

Time Comparison

Compare expected vs actual time spent

Project Allocation

Time distribution across projects

Export Options

Download timesheets in various formats

Using Reports

1

Navigate to Reports

Click Reports in the sidebar

2

Select Report Type

Choose Team Report, Timelog, Activity, or Timesheet

3

Apply Filters

Filter by date range, user, project, or template

4

View or Export

Analyze data on screen or export for external use

Best Practices

Regular Review

  • Check reports weekly or bi-weekly
  • Monitor team workload distribution
  • Identify productivity patterns
  • Address issues early

Data-Driven Decisions

  • Use reports for resource planning
  • Validate timesheets before billing
  • Track project profitability
  • Improve accountability
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