Work, Staff & Office Management
Live Activity Report Dashboard
14 reports come off this one screen, and 2 things you can do from inside it without opening another. Every one is named below, with what it actually answers — so you can tell before a demo whether this is the screen you have been doing by hand.
- Reports
- 14
- Actions
- 2
Reports from this screen14 reports
Tasks Created
How much new work came into the office in the period — the intake figure a partner needs before judging anything else.
Tasks Completed
How much work went out in the same period, so intake and output can be read against each other.
Tasks Deleted
Work removed rather than finished — the figure that stops a completion rate being flattered by deletions.
Pending Issues Added
New blockers raised against tasks in the period, whoever raised them.
Pending Issues Resolved
Blockers actually cleared, so a rising issue count can be told apart from a stalled one.
Pending Issues Deleted
Issues removed without being resolved.
Top 3 Performer Report
The three people who cleared the most work in the period, each with the score behind the ranking.
Bottom 3 Performer Report
The three clearing the least — the half of the comparison most software will not show you.
Milestone Wise Completion Report
Every milestone of a chosen task type in order, each with the number of jobs sitting at it — fifteen stages of a tax audit, from receiving information to filing the return, with a live count on each.
Rows here are whatever your firm has set up, not a list we ship.
User Performance Report
One person's output month by month across the year, so a dip shows up as a shape rather than as a single number.
User Performance By Task Type
The same person split across every service they touched — GST returns, tax audits, registrations, KYC — so you can see what someone is actually good at rather than only how much they did.
Compare Performance Of User
Two or more people set side by side on the same task type and the same period, chosen by you.
Timesheet Report
Hours every person posted against the hours they were required to post — split billable and non-billable, client and office — with the shortfall or excess in hours and as a percentage.
Cut byStaff name & monthMin hours required to postBillable hours on client, and % of minimumNon-billable hours on client, and % of minimumNon-billable hours on office, and % of minimumTotal hoursShort / excess hours vs minimum% short / excess vs minimum
To Do Report
Personal to-dos tracked in the same place as the firm's work, for the small things that never become a formal task.
Actions you can take from this screen2 actions
View the whole dashboard for any date range
Today, yesterday, this week, this month, this year or any dates you choose — the whole dashboard recalculates, not one panel of it.
Cut byTodayYesterdayWeeklyMonthlyYearlyCustom
View the dashboard branch-wise
Where your practice runs more than one office, every figure above reads for one branch or for the firm — the same screen, answering for whichever you ask.
Where to go next
Other screens in Work, Staff & Office Management with reports of their own:
- Service Status Dashboard30 reports
- User Activity Dashboard & Report38 reports
- Client Report15 reports
- Employee Report9 reports
- Consolidated Report11 reports
- User Dashboard21 reports
- Detailed Service Information13 reports
- Daily Auto Email Reporting30 reports
- Everything in Work, Staff & Office ManagementThe whole module — every feature, not only the ones that produce reports.
- The full catalogue — 350+ reportsAll 389 figures MyTask produces, grouped by module and searchable.