Reporting
Task Productivity

Completed Tasks

Last update
June 27, 2022

Step 1. On the Navigation Bar, click ‘Reporting’

Only users with the Role of Reporter or Administrator have this button.

Step 2. Click the ‘Task Productivity’ card

Step 3. Click the ‘Completed Tasks’ card

Step 4. Select ‘Tasks’ to view

Tasks are divided into Bill Tasks, RFA Tasks, and Document Tasks.

Step 5. Optional: Select a ‘View’ to display

Select User Count to view count of completed tasks by User Name.

Select Task Count to view the count of completed tasks by Task Type

Select User and Task Count to view the count of completed tasks by User Name and Task Type. 

Select User and Billing Provider Count (when multiple Billing Providers exist) to view the count of completed tasks by User Name and Billing Provider.

Step 6. Optional: Select one or more ‘Filters’

Filters limit results.  Add a Filter to limit results by Billing Provider, User, Date Range and/or Task Type.

Step 7. Click ‘Run Report’

Step 8. View detail by clicking on ‘Task Count’

Step 9. To download report click ‘Download CSV’

CSV is a universal spreadsheet format that can be opened using any spreadsheet program.

Tracking completed tasks is a breeze!

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