Reports Overview
View task completion trends and staff workload summaries to monitor practice operations and team performance.
What are Reports?
The Reports page provides data-driven insights into how well your practice is keeping up with its maintenance and checklist tasks. It helps office managers and practice owners understand task completion rates, identify bottlenecks, and monitor team performance.
Navigate to Reports from the main sidebar.
Report types
The Reports page has two tabs:
Task Completion
The Task Completion report shows how many tasks were completed, missed, overdue, or excused over a selected time period. It covers both maintenance tasks and checklists.
Time period selector
Use the dropdown in the top right to choose a reporting period:
- Last 7 days -- Short-term view for daily operations review
- Last 30 days -- Standard monthly performance review
- Last 90 days -- Quarterly trend analysis
Summary cards
Six cards at the top provide an at-a-glance overview:
| Metric | Description |
|---|---|
| Total Tasks | The total number of task instances in the selected period |
| Completed | Tasks that were completed on time or late |
| Overdue | Tasks that are past due but not yet completed or missed |
| Missed | Tasks where the due date passed without completion |
| Excused | Tasks that were missed but subsequently excused by an admin or manager |
| Completion Rate | Percentage of tasks completed out of total actionable tasks. Color-coded: green (80%+), amber (50-79%), red (below 50%) |
Completion by Room
A table breaking down task performance per room, showing:
- Room name
- Total tasks
- Completed count
- Overdue count
- Missed count
- Excused count
- Completion rate with a color-coded progress bar
This helps you identify which rooms or areas of your practice are keeping up with their tasks and which need attention.
Completion by Team Member
A table breaking down performance per team member, showing:
- Team member name
- Total tasks assigned
- Completed on time
- Completed late
- Overdue
- Missed
- Excused
- Completion rate with a color-coded progress bar
Unassigned tasks appear highlighted in amber. A high count of unassigned tasks may indicate that you need to set up default assignees for your rooms or individual schedules.
Staff Workload
The Staff Workload tab provides a real-time view of how tasks are distributed across your team. Unlike the Task Completion report which looks backward at historical data, Staff Workload shows current task distribution.
The table displays one row per active staff member with:
| Column | Description |
|---|---|
| Team Member | Staff member name |
| Active Tasks | Number of pending or overdue tasks currently assigned to this person |
| Completed (30d) | Tasks completed by this person in the last 30 days |
| Missed (30d) | Tasks missed by this person in the last 30 days |
| Completion Rate | Percentage of tasks completed vs. total handled. Color-coded badge: green (80%+), amber (50-79%), red (below 50%) |
If there are unassigned pending or overdue tasks, an Unassigned row appears at the bottom of the table with a red badge showing the count.
Use the Staff Workload tab during team meetings to review task distribution. If one team member has significantly more active tasks than others, consider using Bulk Reassign to rebalance the workload.
How to use reports effectively
At the start of each week, check the Task Completion report with the "Last 7 days" filter. Look for any rooms with low completion rates and follow up with the responsible team members.
Use the "Last 30 days" period for monthly reviews. Compare the completion rate against previous months to track improvement. Export or screenshot the room and staff breakdowns for your records.
If a specific team member consistently has low completion rates, it may indicate they need additional training on certain tasks. Review which tasks they are missing and consider linking relevant SOPs to those checklists.
The Staff Workload tab reveals imbalances. If one person has 30 active tasks and another has 5, use Bulk Reassign or update default assignees in room settings to distribute tasks more evenly.
Related pages
- Checklists -- Manage the recurring tasks that feed into these reports.
- Maintenance -- Equipment maintenance schedules also appear in Task Completion reports.
- Team Management -- Manage the staff members tracked in these reports.
Last updated Mar 13, 2026
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