Detailed Task Report allows to view all active and completed tasks for all processes started from one template. It allows to get data and analyse the following cases:
Average speed of task completion (comparing created, assigned & completed date and time for each task in template) It helps to find bottlenecks in your process.
How many tasks are completed by each team member in terms of selected process template (or all processes)
How to create report:
Select one ore more process templates. If you want to see tasks for all processes, just select "All templates" option. "No template" option is for processes without a template, eg. when template was deleted.
Provide date range for process start date. You can select one of predefined values ("Today", "This week", etc.) or select a custom dates range.
Select process statuses to be included into report.
Click "Create report" button
Not assigned - task is available and can be assigned to one of assignment candidates.
Assigned - task is already assigned to team member.
Completed - task is marked as completed.
Approved - approval is granted.
Rejected - approval is not granted with some "Rejection reason".
Report includes the following process data:
Process starter - user who starts the process
Process started - date and time of current process initiation
Process completed - date and time when process is finished
Process deadline - current deadline for the process (if process is completed, last deadline is displayed)
Status - current process status.
Assignee - a person currently assigned to this task.
Task created - date and time when task became available to work on.
Task due date - deadline set for task
Task assigned - date and time when task was assigned to Assignee
Task completed - date and time when task was marked as completed
Task status - current task status
Rejection reason - this value is for approvals which are rejected with some reason.
You can hide unnecessary columns.
Active - process is not finished yet. It has some tasks which need to be completed. (Skipped tasks are not taken into account).
Completed - all process tasks are completed.
Approved - same as completed, but process has some granted approvals inside.
Rejected - process is finished, but resolution is "Rejected".
How to export report:
You can preview reports data on screen or export.
Supported export formats:
Microsoft Excel file.
Comma separated values (CSV) file.
To export report click on green export button and select preferred file type:
Preview report options:
In preview mode you can resize, hide or freeze some columns for your convenience.
To view hidden data click on row to open it in popup.