Reports

This guide covers how to generate, customize, and use reports in Taskr.

Accessing Reports

Reports are available from:

Analytics > Reports
Individual module pages (Export button)
Scheduled report delivery

Report Types

Standard Reports

Category	Reports
Financial	Revenue, Invoicing, Aging, P&L
Operational	Jobs, Schedule, Completion
Customer	Customer list, Activity, Value
Team	Timesheets, Productivity, Utilization
Assets	Asset list, Maintenance, Compliance

Custom Reports

Build your own reports with:

Custom columns
Filters and grouping
Calculated fields
Saved templates

Financial Reports

Revenue Report

Field	Description
Period	Date range
Customer	Revenue by customer
Job Type	Revenue by category
Team	Revenue by team member
Trend	Period comparison

Invoice Report

Field	Description
Invoice #	Invoice reference
Customer	Bill-to customer
Amount	Invoice total
Status	Paid/Unpaid/Overdue
Due Date	Payment due

Aging Report

Shows outstanding invoices by age:

Age Bucket	Description
Current	Not yet due
1-30 days	1-30 days overdue
31-60 days	31-60 days overdue
61-90 days	61-90 days overdue
90+ days	Over 90 days overdue

Operational Reports

Job Report

Field	Description
Job #	Job reference
Customer	Client name
Type	Job category
Status	Current status
Value	Job total
Assigned	Team members

Schedule Report

Field	Description
Date	Scheduled date
Jobs	Scheduled jobs
Team	Assigned staff
Hours	Scheduled time

Completion Report

Field	Description
Completed	Finished jobs
On Time	Completed by due date
Late	Completed after due date
Rate	Completion percentage

Customer Reports

Customer List

Field	Description
Name	Customer name
Contact	Primary contact
Email/Phone	Contact details
Status	Active/Inactive
Total Value	Lifetime revenue

Customer Activity

Field	Description
Customer	Customer name
Jobs	Job count
Revenue	Total billed
Last Activity	Most recent job

Team Reports

Timesheet Report

Field	Description
Employee	Team member
Period	Date range
Hours	Total hours
Billable	Billable hours
Jobs	Jobs worked

Productivity Report

Field	Description
Employee	Team member
Jobs Completed	Finished jobs
Revenue	Generated revenue
Utilization	Billable percentage

Asset Reports

Asset List

Field	Description
Asset	Asset name/ID
Type	Asset category
Location	Where installed
Customer	Owner/client
Status	Operational status

Maintenance Report

Field	Description
Asset	Asset name
Last Service	Previous maintenance
Next Due	Scheduled maintenance
Status	Compliant/Overdue

Generating Reports

Step-by-Step

Go to Analytics > Reports
Select report type
Set date range
Choose filters
Click Generate
View results
Export if needed

Report Filters

Filter	Options
Date Range	Start and end dates
Customer	Specific customer(s)
Team	Specific team(s)
Status	Filter by status
Type	Filter by category

Grouping Data

Group results by:

Customer
Team member
Job type
Date (day/week/month)
Status

Customizing Reports

Column Selection

Click Columns
Check/uncheck fields
Drag to reorder
Save preferences

Sorting

Click column header to sort
Click again to reverse
Multiple column sorting

Calculated Fields

Add custom calculations:

Sums
Averages
Percentages
Formulas

Exporting Reports

Export Formats

Format	Use Case
PDF	Printing, sharing
CSV	Data analysis
Excel	Spreadsheet work

Export Options

Generate report
Click Export
Select format
Configure options:
- Include headers
- Date format
- Number format
Download

Saving Report Templates

Creating Templates

Configure report settings
Click Save as Template
Name the template
Choose sharing options
Save

Using Templates

Go to Saved Reports
Select template
Adjust date range if needed
Generate

Scheduled Reports

Setting Up Schedules

Create or select report
Click Schedule
Set frequency:
- Daily
- Weekly
- Monthly
Choose delivery time
Add recipients
Save schedule

Managing Schedules

Action	How To
Edit	Click schedule > Edit
Pause	Toggle off
Delete	Click schedule > Delete
Run Now	Trigger immediate run

Method	Description
Email	Send as attachment
Link	Shareable report link
Dashboard	Embed in dashboard
Download	Manual distribution

Permissions

Control who can view
Set expiry on links
Track access

Best Practices

Report Design

Include relevant data only
Use clear column names
Group logically
Add summary totals

Regular Reporting

Schedule recurring reports
Review consistently
Track trends over time
Share with stakeholders

Data Accuracy

Verify filters are correct
Check date ranges
Validate totals
Compare to source data

Troubleshooting

Common Issues

Issue	Solution
No data showing	Check date range and filters
Wrong totals	Verify filter selections
Missing columns	Check column settings
Export fails	Try smaller date range
Slow to load	Reduce data scope

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