A report helps you track workload and measure employee efficiency. Bitrix24 includes two types of reports: personal and standard. This article covers standard reports.
Go to Tasks and projects > More > Reports.
Standard reports are read-only. You can copy, export, or delete them. Open the menu next to a report name to see these options.
You can also open a report and click the ⚙️ icon to export it to Microsoft Excel or delete it.
Use filters to narrow down report data by specific parameters.
Bitrix24 includes six standard reports.
-
Involvement in projects
This report shows how many tasks employees complete in projects and workgroups. It counts time only for tasks with the Time tracking option enabled.
-
Tasks this month
This report shows tasks scheduled for the current month. It includes tasks with these statuses:
- Pending
- In Progress
- Completed
- Overdue
The report also shows:
- Task creation date
- Completion date
- Deadline
- Start date
- Priority
-
Efficiency Report
This report helps you evaluate employee efficiency for a selected period. The data is based on:
- New tasks
- Tasks in progress
- Completed tasks
Efficiency
Percentage of positively rated tasks out of all tasks in progress.
Overdue
Percentage of overdue tasks out of all tasks in progress.
Evaluation
Percentage of rated tasks out of all tasks in progress.
-
Tasks for last month
This report shows tasks from the previous month with any status.
Use the filters on the right to customize the report:
- In the Responsible person field, select is equal to and choose an employee.
- In the Status field, select is equal to and choose Overdue.
-
Task resource tracking
This report shows tasks for a project, department, or the entire company during a selected period. It also shows the time spent on each task.
-
Employee resource tracking
This report shows how much time each responsible person spent on tasks. You can group the report by project.
In brief
- Bitrix24 includes six standard reports.
- Reports help you track workload and measure employee efficiency.
- Standard reports are read-only. You can copy, export, or delete them.