Done Report

what's been completed, who it was assigned to, budgeted time and logged time

Beatty W avatar
Written by Beatty W
Updated over a week ago

The Done Report shows you:

1. What's been completed

2. Who it was assigned to

3. Budgeted time on jobs and tasks assigned to each user

4. Actual time logged for each job or task by user

5. % of tasks completed on time for the selected time period

The default filters are set to 1 week of time (current day to 1 week previous), all clients and your team in alphabetical order.

If you need to change the filters, make sure to hit Generate Report once you've made your updates.

Best practice is to run this report for 90 days at a time or less.

Job section will show the selected staff member's completed jobs which they were assigned the manager for the selected time period.

Red due dates reflect that the job or task was overdue when it was completed.

Red names in the assignee column reflect that the person the task was assigned to was NOT the person that actually completed the task.

Budgeted time will show for tasks or jobs that are assigned to the selected user for that period of time.

NOTE: If the user has completed tasks that had budgeted time and those tasks were not originally assigned to them, that will not be reflected in the budgeted time area at the top of the task section.

Logged time will show all time logged by the selected user for the selected time frame no matter who the tasks were originally assigned to.

::Note:: If you are unable to see the Done Report, it is due to not having the correct permissions set. Please ask your account owner to update your permissions accordingly. ::Note::

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