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Categories Reports
Created by Guest
Created on Jul 13, 2026

Need a report for Tasks Completed and Overdue

I know so far Reporting is limited to the Opportunities side of the product, but I need to be able to quickly evaluate our operational people. We use Tasks Extensively in Projects, and I need reports of how many Tasks a given person (resource) completed in a given week, and how many are currently overdue.

The first is very difficult to tease out of the Task lists, and there is really no rigorous way of finding out how many Joe completed last week without looking through all his completed tasks to the Activity Tab to see the actual date of completion.

Currently this cannot even be done with the API, but that is an Idea for a different section.

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