The Tasks performance report provides the number of tasks worked on by a staff member and the time spent on the tasks for a given date range.
Other report formats are available and can be generated in the software.
When to use it
- View the number of tasks, by status, assigned to staff members for a specified time frame.
- Review the average amount of time spent on tasks, by status.
Generating this report
- Go to the Reports menu .
- Click the Tasks performance report.
Select your report parameters:
Parameter What it means Properties
Select a single property, association or rental owner, or a group of properties, associations or rental owners, using the filter box. You can also select all properties.
Assigned to Select to filter the report and show only the selected staff member to whom the task was assigned or all staff members. Request type Select the type of request. Category Select to filter the report and show only the selected task category. Contents
Summary only produces a report that summarizes the tasks worked on by a staff member.
Summary with task details produces a report that lists the task ID, property name, task summary, assigned duration and vendor, if applicable.
Select the period for which the software will generate the report.
Choose from PDF, legacy PDF, XLS, XLSX, or CSV.
- Click Download report.