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Task Completion Report In ZenCase

How To View Task Completion Report In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over 2 weeks ago

Task Completion Report. The Task Completion Report gives an overview of all tasks that have been completed by Member, Member Type, Rate Assignment, or Task Type.

Overview

You can view a summary of all completed tasks with past due aging analysis directly in ZenCase from the Reports page. This report will show all of the completed tasks with the following details:

  • Member

  • Member Type

  • Tasks - Total count of all tasks regardless of status

  • Past Due Tasks - Total count of tasks where due date is past today

  • Past Due 5-10 Days - Total count of tasks where due date is past 5-10 days

  • Past Due 10-15 Days - Total count of tasks where due date is past 10-15 days

  • Past Due 15-20 Days - Total count of tasks where due date is past 15-20 days

  • Past Due 20-30 Days - Total count of tasks where due date is past 20-30 days

  • Past Due 30+ Days - Total count of tasks where due date is past 30+ days

  • % Past Due - Past due tasks divided by total tasks

  • Ready - Total count of tasks with status "Ready"

  • % Ready - Ready tasks divided by total tasks

  • In Progress - Total count of tasks with status "In Progress"

  • % In Progress - In Progress tasks divided by total tasks

  • On Hold - Total count of tasks with status "On Hold"

  • % On Hold - On Hold tasks divided by total tasks

  • Stuck - Total count of tasks with status "Stuck"

  • % Stuck - Stuck tasks divided by total tasks

  • Completed - Total count of tasks with status "Completed"

  • % Completed - Completed tasks divided by total tasks

  • Closed - Total count of tasks with status "Closed"

  • % Closed - Closed tasks divided by total tasks

How To View Task Completion Report

  • Go to the Reports page by clicking "Reports" from the left navigation bar

  • On the Reports page, click "View Report" under Task Completion.

  • On the Task Completion report page, you will see all of the task completion, past due, and general details.

  • You can filter by:

    • Type: Member, Member Type, Rate Assignments, or Task Type

    • Matter

    • Matter Type

    • Matter Subtype

    • Member

    • Member Type

    • Task Type

    • Status

    • Created At

    • Include Unassigned Tasks

    • Tags

  • Click "Export Reports" to view your report in CSV format

    • Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.

If you have any questions, please feel free to contact us.

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