How to Use Tasks Analytics Overview

Looking for details about already archived tasks? All task records are available under the Overview → Tasks page.

Step 1: Open the Tasks Overview

Go to: Tasks Overview. A dashboard will appear, allowing you to select dates and filter which assignments you want to see:

• Created on chosen dates – Tasks created within the selected date range.
  
  

• Completed on chosen dates – Tasks completed within the selected date range.
  
  

• Open or pending – Tasks that were in “Open” or “Pending” state between the selected dates.
  
  

Step 2: Choose Assignment Status
 You can further filter the overview by status:

• Pending
  
  

• On hold
  
  

• Outsourced
  
  

Step 3: Apply Filters and Get Data

Press the “Get Data” button in the upper-right corner. The overview of all selected data will appear. Don’t worry if it looks overwhelming—you can always adjust filters to find exactly what you need.

Available Filters for Tasks:

• Room
  
  

• Completed on (date)
  
  

• Completed by (user)
  
  

• Completed by (user group)
  
  

• Assignment type
  
  

• Canceled (canceled on date or active)
  
  

• Group canceled by
  
  

• Has to-do list or not
  
  

• Assignment code
  
  

• Category of assignment
  
  

• Priority
  
  

• Creation date
  
  

• Created by user group
  
  

• Created by user
  
  

• Scheduled for date
  
  

Step 4: Exporting the Report
 Once you have the filtered data, you can export it in PDF or XLS format. Click the Export button in the upper-right corner and choose your preferred format.

Note: Exported reports include comments, pictures, and all other details added to the tasks.