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.