Tasks
Open and filter
Open Reports → Tasks. Select a user name to open the task list with the same dates. Scope depends on role and manager hierarchy.
Controls: Date range.
Read the results
Columns: User Name, Total, Completed, Pending. Counts use task creation date, not due date; Total is Completed plus Pending. The initial range is today.
Scope, dates and export
Administrators see active users across the company; department managers see users in their managed departments; other users see their own tasks. The picker offers Today, Yesterday, Last 7 Days, Last 30 Days, This Month and Last Month, plus a custom range. Select the search icon to apply. The table initially displays 100 rows per page and has export controls.
Scope and limitations
Both dates include the full days. Tasks must join a company contact and an active assigned user. Status 0 is Pending; each nonzero status group is assigned to Completed, so multiple nonzero groups overwrite rather than sum. A user’s tasks can be counted more than once if the user belongs to multiple departments managed by the same manager. Compare individual records before treating the totals as definitive. The enhanced table exports matching loaded rows across pages as CSV, Excel or PDF; original controls can differ if enhancement fails.
Example and verification
Select a day: if Alex Example has 2 Completed and 3 Pending tasks created that day, Total is 5. Open the user name to see those tasks. A task due that day but created earlier belongs to a different creation-date range.
See charts for this report and shared table and export controls.