Tasks outstanding report
The Tasks Outstanding Report displays the number of uncompleted tasks within a chosen time period.
This report allows you to monitor productivity, identify bottlenecks and implement efficiencies.
Building the Tasks Outstanding Report
- Change the reporting timeframe by selecting a date from the calendar icon. The report will output the number of outstanding tasks on:
- The selected date
- The week the date falls within
- The month the date falls within
- (Optional) Filter the results by matters assigned to a particular Team
- (Optional) Filter the results by matters assigned to a particular Fee Earner
- From the dropdown menus within the table, choose the tasks you wish to gain data on
- Refresh
The report will auto-refresh every 5 minutes.
Understanding the Tasks Outstanding Report
The table displays the number of outstanding tasks within the chosen timeframe.
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 the matter is associated with
- The fee earner the matter is associated with
- The date the task was completed on (if applicable)
