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.
- Navigate to the Reports section and click on Project & Task Report.
- Select the required Select By, Date Range, Task, Member, Project, and View Type criteria based on the data you want to generate.
- Click the Generate Report button to retrieve the report data.
- Click the Members dropdown and select members based on Departments, Teams, or Individual Members.
- Use the Date Filter option to filter the report by:
- Weekly
- Monthly
- Custom Date Range
- You can further refine the report by applying filters such as:
- Project Tags
- Project
- Client
- Task Tags
- Task
- Status
- Invested Hours
- After selecting the desired filters, click the Apply button.
- To share the report, click the Send button and send the Project & Task Report to the desired recipients.
- To automate report delivery, click the Schedule Report button and configure the scheduling settings as required.
- To export the report, click the Download button and select either PDF or CSV as the download format.
- You can also organize the report data by selecting the appropriate View Type, such as Grouped View or Detailed View.
Updated on: 24/06/2026
Thank you!