> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.workstatus.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Project and Task Report


# Project and Task Report

###### Roles and Permissions:-

**Organization Owner/Manager:**
* They can view reports of all members in the organization.

**Delivery Head:**
* These roles can view reports of all members in the organization.

**Dept Head(User):**
* They can view reports of self and asssigned Department Members.

**Team Lead(User):**
* They can view reports of self and asssigned  Teams Members.

**Project Manager (User):**
* They can view reports of self and asssigned  Project Members.

**User:**
* User can view reports of only themselves.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

The Project and Todo Report section lets you see how much your team has worked over a specific Project and Todo.


1. Navigate to the **Reports** section and click on **Project & Task Report**.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1h2688d.png)

2. Select the required **Select By**, **Date Range**, **Task**, **Member**, **Project**, and **View Type** criteria based on the data you want to generate.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_13louhn.png)

3. Click the **Generate Report** button to retrieve the report data.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_32gfuc.png)

4. Click the **Members** dropdown and select members based on **Departments**, **Teams**, or **Individual Members**.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_km7gfg.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_we3kpu.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1z0bh18.png)

5. Use the **Date Filter** option to filter the report by:

* Weekly
* Monthly
* Custom Date Range

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1qq7qs2.png)

6. You can further refine the report by applying filters such as:

*    Project Tags
*    Project
*    Client
*    Task Tags
*    Task 
*    Status
*    Invested Hours

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1y9jpyl.png)

7. After selecting the desired filters, click the **Apply** button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1prpgtw.png)

8. To share the report, click the **Send** button and send the **Project & Task Report** to the desired recipients.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_2colj9.png)

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_harpbc.png)

9. To automate report delivery, click the **Schedule Report** button and configure the scheduling settings as required.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_e8hovg.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_q5irti.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1vsqkf7.png)

10. To export the report, click the **Download** button and select either **PDF** or **CSV** as the download format.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_18rpoh2.png)

11. You can also organize the report data by selecting the appropriate **View Type**, such as **Grouped View** or **Detailed View**.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_141b077.png)