Task assigned vs task completed report

SOLVE
SPointon
Member

Hi, I'm trying to create a report to show 'Tasks assigned vs tasks completed'.

 

Has anybody got any advice on the best way to do this?

 

Thanks,

Scott 

0 Upvotes
1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @SPointon,

 

To create this report, you'd navigate to Menu > Reports > Reports > Create custom report > Single object > Activites and adjust the setting to like the ones below:

 

Filters:

(Feel free of course to adjust the Activity date to your liking.)

 

karstenkoehler_0-1632398775787.png

 

Visualization:

 

karstenkoehler_1-1632398810519.png

 

If you're going for a bar chart, selecting "Stacked" under "Display options" usually makes for a easier to read chart:

 

karstenkoehler_2-1632398870071.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Most Valuable Member

Hi @SPointon,

 

To create this report, you'd navigate to Menu > Reports > Reports > Create custom report > Single object > Activites and adjust the setting to like the ones below:

 

Filters:

(Feel free of course to adjust the Activity date to your liking.)

 

karstenkoehler_0-1632398775787.png

 

Visualization:

 

karstenkoehler_1-1632398810519.png

 

If you're going for a bar chart, selecting "Stacked" under "Display options" usually makes for a easier to read chart:

 

karstenkoehler_2-1632398870071.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post