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Is There a Report to View Each User's Tasks Completed in Detail?
Is There a Report to View Each User's Tasks Completed in Detail?
Updated over 8 months ago

Related Questions:

  • Is there a way to pull a detailed sales activity report to see every team member's detailed activity (tasks completed) not only by count, but by description also?

  • How do I view the tasks my staff are completing in detail?

  • Which report will show me the detailed activity of my staff?

Answer:

In the Reports section, you will observe three Reports pull their information from Tasks.

If you would like to see the amount of tasks completed by your staff and granular details on the description of what those Tasks are you will want to use the Task List Report.

  1. Click on Reports

  2. Hover over Task List and click view

  3. Adjust the columns in the top right to include Descriptpion (and anything else you would to report on.)

  4. Add any filters to your report based on the parameters you are trying to measure (such as Assignee or Created Date)

  5. You can then export to a PDF/HTML. Or you can export as CSV if you would like to manipulate the data further.

Note: If this is a report you are going to use frequently it is always recommended to save the view, this will allow easy access to the report next time you need to use it without having to add columns and filters. Please click here for more information on Saving Views.

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