Advanced Task Report

Overview

For Legal Pro and Enterprise plan users, the Task Report shows tasks across clients and matters, with filters for assignment, priority, completion status, and due status. Use it to see what's outstanding across the firm, check on a specific team member's workload, or confirm what's overdue.

Accessing the Task Report

1. Go to the Reports tab.
2. Select the Advanced tab.
3. Scroll or search for “Task Report.” If searched, look for the result with the Advanced badge next to it.
4. Click Open.

Using Filters

The Task Report opens with these filters:

• Created Date: choose a preset range (e.g. Today, This Month, This Year) or a Custom Range. Defaults to This Month.
• Client
• Matter
• Account Manager
• Completed Date
• Due Date
• Assigned To
• Priority
• Created By
• Completed Status
• Due Status

Click Filters to add more: Client Type, Matter Type, Matter Status, Matter Assigned To, and Client Status.

If your firm is on the Enterprise plan, any custom fields you've configured are also available here as additional filters. Custom field availability is contextual to the report; only fields for the record types actually included in this report will appear. For example, invoice custom fields won't show up as filters on a report that doesn't include invoice data.

Once you land on a combination you'll use again, click Save Filters to to mark it as a favorite, making it accessible from the Favorites report category.

Running the Report

Set your filters and click Run Report. The grid below updates with matching tasks. If it comes back empty, check your date range first, that's the most common reason a report shows nothing.

Understanding the Report Grid

Each row is a single task. The default columns are:

• Created Date
• Client / Client ID
• Matter / Matter ID
• Matter Assigned To
• Title
• Description
• Due Date
• Priority

Customizing the Report Grid

• Columns: click Columns to show or hide any of the fields above, plus other available columns beyond the defaults listed here.
  • Enterprise plan firms will also see the same custom fields available here as additional columns, following the same contextual rule as the filters above.
• Reordering and resizing: drag column headers to rearrange them, or drag column borders to resize.
• Sorting: click a column header to sort by that field; click it again to reverse the order.
• Group By: click Group By and choose one or more fields — Assigned To, Client, Client ID, Client Type, Client Status, Client Account Manager, Matter, Matter ID, Matter Type, Matter Status, and Matter Assigned To. Each grouping level adds a subtotal row, and Collapse folds every group down to just its subtotal.
• Page size: the items-per-page menu at the bottom controls how many rows show at once (100 by default, up to 1000), with page controls next to it for the rest.

Exporting the Report

Click Export and choose Export to Excel to download the current view.

Tips & Common Use Cases

• Add the Status column and filter by Completed Status to separate outstanding tasks from completed ones.
• Filter by Due Status to quickly find tasks that are overdue.
• Group by Assigned To to review workload across the team, or filter to a single user to check on their outstanding tasks.
• Filter by Priority to focus on High-priority tasks first.

Related Articles

• Advanced Reporting (overview)