Task Report Overview: Tracking Project Tasks Across Departments

The Task Report displays all task-related information across departments, including the associated project, assignee, client, deadline, and status.
Access Path
Go to Reports > Task Report

Table View – Task Report

Example

Code Task Project Client Due Date Assigned To Status
TSK001 Website Redesign Alpha Project XYZ Corporation 21-05-2025 John Williams In Progress
TSK002 API Integration Beta SaaS Tool Acme Inc. 23-05-2025 Marcia Waelchi Completed

Export Options:

The Task Report can be exported to Microsoft Excel by default for internal reviews or sharing with clients.

Quick Actions – Reports Module

Action How To
View Task Report Go to Reports > Task Report and filter by project, assignee, or status.
Export Task Report Use the export option to download the report in Excel format.
View Time Logs Navigate to Reports > Time Log Report.
Track Attendance Go to Reports > Attendance Report to view daily logs.
Financial Overview Use Finance, Expense, and Income vs Expense Reports.

FAQ – Reports Module

Q: Can I export any report?
A: Yes, all reports support export to Excel by default.
Q: Can I filter reports by department or date?
A: Yes, most reports offer advanced filters for accurate segmentation.
Q: Is the report data updated in real time?
A: Yes, data is refreshed dynamically from live modules.