Reports

 
v2
For this page for the new version of 5pm (v2) click here .

General Report

Filter your projects, tasks and activity by multiple parameters.

General Report

If you need a custom report - like all the tasks completed for a client, all the activity inside one project or all the active projects/tasks for the past month, etc. - General Report is what you need. It gives you the possibility to create a wide range of custom reports and then export or print the data:

  • Filter by dates range, groups, projects, team members, clients, etc.
  • Compact and detailed view - show or hide project/task info or all the activity
  • Export to CSV/Excel
  • Print View
 

Time Report

Generate reports on the time spent on projects and tasks.

Time Report

If you need to to find out what your team is spending their time on - Time Report can help you. This report is very useful for generating invoices, as the data can be exported into CSV and then imported into your invoicing software.

  • Filter by dates range, groups, projects, team members, clients, etc.
  • Drill down to the Progress Notes details
  • Export to CSV/Excel
  • Print View
 

Workload Reports

Workload Reports help you visualize and plan your team workload based on the number of tasks assigned or Estimated Hours in those tasks.

Current Workload Report shows the total of assigned tasks/hours for each team member:

Current Workload Report

Daily Workload Report shows you the distribution of tasks/hours through the next X days

Daily Workload Report
  • Run reports by the number os tasks on number of Estimated Hours in those tasks
  • Filter by groups, projects
  • Exclude weekends and tasks with no deadlines
  • Set top workload limit for a visual reference when somebody is overloaded
  • Export to CSV / Excel
  • Print View
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