Work, Staff & Office Management
User Activity Dashboard & Report
38 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
- 38
- Actions
- 2
Reports from this screen38 reports
Tasks Created
How much work one person raised in the period.
Tasks Completed
How much that same person actually finished, read against what they raised.
Tasks Deleted
Work they removed rather than completed — the figure that stops a completion count being flattered.
Pending Issues Created
Blockers this person raised against their own jobs.
Pending Issues Completed
Blockers they cleared.
Pending Issues Deleted
Blockers removed without being resolved.
Checks Completed
Review steps this person signed off — the reviewing half of the work, which almost never shows up in a task count.
Comments Posted On Tasks
How much they wrote back into the job for whoever picks it up next.
To Do Completed
Checklist items this person ticked off inside their tasks.
Comments Posted On To Do
Notes left against checklist items.
Inward Created
Documents this person booked in from clients.
Inward Given Back
Documents they returned — so nothing sits with the firm unaccounted for.
Outward Created
Documents this person sent out, by any mode.
Outward Received Back
Acknowledged returns against what they sent.
Timesheet Records Posted
Whether this person is posting time at all, before you ask what the time says.
Service Estimates Created
Quotes this person put in front of a client.
Invoices Raised
What they billed in the period.
Receipts Created
What they actually collected against it.
Expenses Posted
What this person claimed.
Expenses Approved
What was allowed.
Expenses Rejected
What was refused outright.
Expenses Partially Rejected
Claims allowed in part — the case most expense systems cannot represent at all.
Disbursements Posted
Money paid out on a client's behalf and recoverable from them.
Disbursements Approved
Which of those were cleared.
Disbursements Rejected
Which were refused.
DSC Created
Digital signatures this person registered.
DSC Given
Tokens handed out — the movement that matters, because a DSC in the wrong hands is the firm's liability.
DSC Received
Tokens taken back in.
Follow-ups Added
Chasers this person scheduled.
Appointments Added
Client appointments they booked.
Meetings Added
Internal meetings they set up.
Attachments Created
Files attached to jobs by this person.
Clients Created
New clients this person brought onto the system.
Leave Applied
Leave this person requested.
Leave Approved
What was granted.
Leave Rejected
What was refused.
Emails Sent
Client emails sent by this person from inside MyTask.
SMS Sent
Text messages sent the same way.
Actions you can take from this screen2 actions
View any user's activity for any period
Choose the user, the branch and the window — today, yesterday, last 7 days, last 30, or any two dates — and all sixteen summaries recalculate together.
Cut byTodayYesterdayLast 7 DaysLast 30 DaysCustom Range
Filter by branch
Where a person works across offices, read their activity for one branch or for all of them.
Where to go next
Other screens in Work, Staff & Office Management with reports of their own:
- Service Status Dashboard30 reports
- Live Activity Report Dashboard14 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.