Tasks outstanding report

The Tasks Outstanding Report displays the number of tasks that were still outstanding at the start of a chosen day, week and month.

Tip

This report allows you to monitor productivity, identify bottlenecks and implement efficiencies.

Building the Tasks Outstanding Report

1. Change the reporting timeframe by selecting a date from the calendar icon. The report will output the number of tasks outstanding at the start of:
   1. The selected date
   2. The week the date falls within
   3. The month the date falls within
2. (Optional) Filter the results by matters assigned to a particular Team. This is the team of the matter’s fee earner
3. (Optional) Filter the results by matters assigned to a particular Fee Earner
4. From the dropdown menus within the table, choose the tasks you wish to gain data on
5. Refresh. Choosing a task loads its row straight away, but a new date, team or fee earner only takes effect when you refresh

Tip

The report will auto-refresh every 5 minutes.

Understanding the Tasks Outstanding Report

The table displays the number of tasks that were outstanding at the start of each period: not yet completed, or completed after it began.

The timeframe is broken down into the chosen day, week and month.

The final column lists which matter template(s) the task belongs to.

Select the numbers within the table to view a list of matters that make up the data, including:

• The team of the matter’s fee earner
• The fee earner the matter is associated with
• The matter’s reference. Select a row to open the matter in a new tab
• The date the task was completed on (if applicable)

Note

Only data for matters in the Lead, Open, On Hold or Completed state are included.

Exporting the Tasks Outstanding Report

Select CSV on the right of the filters to download the table as a spreadsheet, named for the chosen date, for example Tasks Outstanding for 2026-11-07.csv. It has one row per chosen task, in the table’s order, with columns for the task, the day, week and month figures under the table’s headings, and the matter templates. Rows with no task chosen are left out.

The button is greyed out until every chosen task has loaded with the filters shown: while a task is loading, if a task failed to load, if no task is chosen, and after you change the date, team or fee earner until the report refreshes. Hover over it to see why.